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Team lift-out

2 advisors left I••••••••• F•••••••• P••••••• for O•••••••••

BD affiliatedtootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Heidi Lee SidleyWhite Plains, NyOct 2, 2018Oct 1, 2018
Spencer Aaron GoldsteinWhite Plains, NyOct 2, 2018Oct 1, 2018
The rule
Registrations ended
Oct 2, 2018
Registered next
Oct 1, 2018
Branch state
NY
Cities
1, most in White Plains, Ny
Registered there that day
388 (people still on IAPD; an estimate)
Share of that headcount
0.5%
Succession by the destination
a succession within a year (Aug 1, 2018), not necessarily this firm