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Team lift-out

6 advisors left S•••••••• A••••••• L•• for L•• F•••••••• L••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Scott Michael FarnsworthBoston, MaApr 10, 2025Aug 11, 2025
Kevin Dean EnomotoBoston, MaApr 16, 2025Jul 31, 2025
Colleen Faith RittenhouseBoston, MaApr 21, 2025Apr 7, 2025
Chad David LeeBoston, MaApr 22, 2025Apr 28, 2025
Marc HsuBoston, MaApr 24, 2025Apr 15, 2025
Samuel Kincaid BarringtonBoston, MaMay 1, 2025Apr 8, 2025
The rule
Registrations ended
Apr 10, 2025 to May 1, 2025
Registered next
Apr 7, 2025 to Aug 11, 2025
Branch state
MA
Cities
1, most in Boston, Ma
Registered there that day
15,234 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape