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Team lift-out

2 advisors left M••••• S•••••• for R•••••• J•••• • A••••••••• I•••

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Anthony PotestadTampa, FlFeb 16, 2026Feb 23, 2026
William H CroninTampa, FlFeb 25, 2026Mar 24, 2026
The rule
Registrations ended
Feb 16, 2026 to Feb 25, 2026
Registered next
Feb 23, 2026 to Mar 24, 2026
Branch state
FL
Cities
2, most in Miami Beach, Fl
Registered there that day
22,412 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape