The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Team lift-out

2 advisors left E•••• S••••••••• L•• for M•• I•••••••• S•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Brian SegelWhite Plains, NyJan 9, 2020Jun 14, 2021
Thomas BuckleyNew York, NyJan 16, 2020Jun 10, 2020
The rule
Registrations ended
Jan 9, 2020 to Jan 16, 2020
Registered next
Jun 10, 2020 to Jun 14, 2021
Branch state
NY
Cities
2, most in White Plains, Ny
Registered there that day
1,167 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape