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

8 advisors left I••••• F•••••••• C••••••••• for S••••••••• A•••••• A•••••••• I•••

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
David Gary YoungRochester, NyDec 4, 2017Dec 1, 2017
Jeffrey George MuchardRochester, NyDec 4, 2017Dec 1, 2017
Michael Joseph LinkeyCanandaigua, NyDec 4, 2017Dec 1, 2017
Reo Bennett AldermanRochester, NyDec 4, 2017Dec 1, 2017
Scott Robert UebelhoerWilliamsville, NyDec 4, 2017Dec 4, 2017
Christian Benjamin SparacinoPittsford, NyDec 6, 2017Dec 1, 2017
James William ScottNorth Tonawanda, NyDec 6, 2017Dec 1, 2017
Michael John BrunoWilliamsville, NyDec 6, 2017Dec 4, 2017
The rule
Registrations ended
Dec 4, 2017 to Dec 6, 2017
Registered next
Dec 1, 2017 to Dec 4, 2017
Branch state
NY
Cities
5, most in Rochester, Ny
Registered there that day
555 (people still on IAPD; an estimate)
Share of that headcount
1.4%
Succession by the destination
none on the tape