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Team lift-out

4 advisors left S•••••••• A••••••• L•• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Austin Jacob SeegmillerBoston, MaMay 14, 2026Jun 23, 2026
Jose Aguilera PantojaBoston, MaMay 28, 2026Sep 3, 2026
Daniel P RyanBoston, MaJun 4, 2026Jul 15, 2026
George Leo BarrettBoston, MaJun 16, 2026Jun 30, 2026
The rule
Registrations ended
May 14, 2026 to Jun 16, 2026
Registered next
Jun 23, 2026 to Sep 3, 2026
Branch state
MA
Cities
1, most in Boston, Ma
Registered there that day
16,590 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape