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Team lift-out

2 advisors left C••••• A•••••• N••••••• L•• for P••••••••• C•••••• A•••••••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Marie L MadaraszSmithtown, NyJan 31, 2023Jan 27, 2023
Sal Joseph DisalvoSmithtown, NyJan 31, 2023Jan 27, 2023
The rule
Registrations ended
Jan 31, 2023
Registered next
Jan 27, 2023
Branch state
NY
Cities
1, most in Smithtown, Ny
Registered there that day
429 (people still on IAPD; an estimate)
Share of that headcount
0.5%
Succession by the destination
none on the tape