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Team lift-out

3 advisors left B• R•••• W••••• A•••••••• I••• for C••••• I••••••••• A••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew Austin SirvisMiller Place, NyOct 22, 2019Jun 29, 2023
Brian Michael ThorntonMiller Place, NyOct 22, 2019Jun 29, 2023
Robert William ForresterMiller Place, NyOct 22, 2019Jun 29, 2023
The rule
Registrations ended
Oct 22, 2019
Registered next
Jun 29, 2023
Branch state
NY
Cities
1, most in Miller Place, Ny
Registered there that day
209 (people still on IAPD; an estimate)
Share of that headcount
1.4%
Succession by the destination
none on the tape