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Team lift-out

2 advisors left F•••• N••••••• A••••••• L•• for M•••••• I••••••••• L••

independent RIAtootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Christopher John RiversRockland, MaJan 13, 2026Feb 19, 2026
Kenneth George SeropianRockland, MaJan 13, 2026Mar 26, 2026
The rule
Registrations ended
Jan 13, 2026
Registered next
Feb 19, 2026 to Mar 26, 2026
Branch state
MA
Cities
1, most in Rockland, Ma
Registered there that day
6 (people still on IAPD; an estimate)
Share of that headcount
33%
Succession by the destination
none on the tape