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Team lift-out

3 advisors left A•••• C•••••• C•••• for A•••• • A••••••• G••••• P•••••••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Rodney Bahy IbrahimNew York, NyMar 19, 2021Mar 16, 2021
Dustin Mark VancottNew York, NyMar 26, 2021Mar 25, 2021
Daniel Jack GoldschmidtNew York, NyMar 31, 2021Apr 12, 2021
The rule
Registrations ended
Mar 19, 2021 to Mar 31, 2021
Registered next
Mar 16, 2021 to Apr 12, 2021
Branch state
NY
Cities
1, most in New York, Ny
Registered there that day
43 (people still on IAPD; an estimate)
Share of that headcount
7.0%
Succession by the destination
none on the tape