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Team lift-out

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

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Brendon Joseph SailerBoston, MaSep 5, 2026Sep 14, 2026
Nicholas S SouzaBoston, MaSep 11, 2026Sep 14, 2026
The rule
Registrations ended
Sep 5, 2026 to Sep 11, 2026
Registered next
Sep 14, 2026
Branch state
MA
Cities
1, most in Boston, Ma
Registered there that day
16,918 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape