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

4 advisors left M••••• S•••••• for J••••• M••••••••• S•••• L••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Alan Jay BogatchAlbany, NyNov 4, 2025Nov 3, 2025
Ana LudemannMassapequa Park, NyNov 4, 2025Oct 31, 2025
Craig MossMelville, NyNov 4, 2025Oct 31, 2025
Cintra V. BedassieMelville, NyNov 5, 2025Oct 31, 2025
The rule
Registrations ended
Nov 4, 2025 to Nov 5, 2025
Registered next
Oct 31, 2025 to Nov 3, 2025
Branch state
NY
Cities
3, most in Melville, Ny
Registered there that day
22,017 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape