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Team lift-out

4 advisors left S•••••••• A••••••• L•• for V••• F•••••••• A•••••••• I•••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
George Walker JamesBoston, MaMay 26, 2026Jun 15, 2026
Tyler Anthony SantilliBoston, MaMay 26, 2026Jun 16, 2026
Charles CoteBoston, MaMay 27, 2026Jun 16, 2026
Shane Matthew ComeauBoston, MaMay 27, 2026Jun 16, 2026
The rule
Registrations ended
May 26, 2026 to Jun 11, 2026
Registered next
Jun 16, 2026
Branch state
MA
Cities
2, most in Boston, Ma
Registered there that day
16,649 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape