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Team lift-out

10 advisors left M••••• S•••••• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Clare Margaret Mary SheehanMiddleton, MaJul 31, 2026Jul 30, 2026
Douglas Howard KublinMiddleton, MaJul 31, 2026Jul 30, 2026
Jack Dudley BrownMiddleton, MaJul 31, 2026Jul 30, 2026
Jade Michael DagherMiddleton, MaJul 31, 2026Jul 30, 2026
Martin GaubaDorchester, MaJul 31, 2026Jul 30, 2026
Michael William EganBeverly, MaJul 31, 2026Jul 30, 2026
Sonya Elma PrattBoston, MaJul 31, 2026Jul 30, 2026
Wilson Townsend BullardBoston, MaJul 31, 2026Jul 30, 2026
Anthony Franzi ManciniPeabody, MaAug 3, 2026Jul 30, 2026
Scott K TobeyMiddleton, MaAug 3, 2026Jul 30, 2026
The rule
Registrations ended
Jul 31, 2026 to Aug 3, 2026
Registered next
Jul 30, 2026
Branch state
MA
Cities
5, most in Middleton, Ma
Registered there that day
22,902 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape