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Team lift-out

4 advisors left G••••• W••••• M••••••••• I••• for K••••• A••••••• S•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Daniel Paul CavarettaClarence Center, NyMay 14, 2021May 14, 2021
James WilderClarence Center, NyMay 14, 2021May 14, 2021
Robert C MeissnerClarence Center, NyMay 19, 2021May 14, 2021
Yvonne Renee SmithClarence Center, NyMay 19, 2021May 14, 2021
The rule
Registrations ended
May 14, 2021 to May 19, 2021
Registered next
May 14, 2021
Branch state
NY
Cities
1, most in Clarence Center, Ny
Registered there that day
175 (people still on IAPD; an estimate)
Share of that headcount
2.3%
Succession by the destination
none on the tape
Other teams out of G••••• W••••• M••••••••• I•••Other teams into K••••• A••••••• S•••••••• L••