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Team lift-out

3 advisors left S•••••••• F••••••••• I••• for C••••• I••••••••• A••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Jonathan M GreenHudson, MaFeb 3, 2023Jun 29, 2023
Margaret Ellen GreenHudson, MaFeb 3, 2023Jun 29, 2023
Thomas David FisherHudson, MaFeb 3, 2023Jun 29, 2023
The rule
Registrations ended
Feb 3, 2023
Registered next
Jun 29, 2023
Branch state
MA
Cities
1, most in Hudson, Ma
Registered there that day
937 (people still on IAPD; an estimate)
Share of that headcount
0.3%
Succession by the destination
none on the tape