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Team lift-out

5 advisors left M••••• S•••••• for R••••••••• C•••••• M•••••••••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Khamar Z MaitlandPurchase, NyOct 13, 2025Oct 22, 2025
Brian Ross SaltzmanNew York, NyOct 24, 2025Oct 20, 2025
Gregory Robert SwensonNew York, NyOct 24, 2025Oct 20, 2025
Devon Paige LitchfieldNew York, NyOct 27, 2025Oct 20, 2025
Sharon Cynthia Paul-JordanNew York, NyOct 27, 2025Oct 20, 2025
The rule
Registrations ended
Oct 13, 2025 to Oct 27, 2025
Registered next
Oct 20, 2025 to Oct 22, 2025
Branch state
NY
Cities
2, most in New York, Ny
Registered there that day
21,928 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape