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Team lift-out

3 advisors left S•••••••• A••••••• L•• for L•• E••••••••• L••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Alvin Isiah KnoxBoston, MaJun 6, 2025Jun 18, 2025
Ashlyn R KellyBoston, MaJun 6, 2025Jul 3, 2025
David RayBoston, MaJun 6, 2025Jun 13, 2025
The rule
Registrations ended
Jun 6, 2025
Registered next
Jun 13, 2025 to Jul 3, 2025
Branch state
MA
Cities
1, most in Boston, Ma
Registered there that day
15,479 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape