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Team lift-out

10 advisors left S••••••• F•••••••• S•••••••• I••• for S•••••••• F••••••••• I•••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Chandler Harry WinchesterBraintree, MaAug 19, 2022Aug 2, 2022
Connor MahoneyBraintree, MaAug 19, 2022Aug 2, 2022
David H WeinbergBraintree, MaAug 19, 2022Aug 2, 2022
Erik OlearyBraintree, MaAug 19, 2022Aug 2, 2022
James Harold RossBraintree, MaAug 19, 2022Aug 2, 2022
Jose Emanuel Gomes LopesBraintree, MaAug 19, 2022Aug 2, 2022
Michael I GuertinBraintree, MaAug 19, 2022Aug 2, 2022
Michael Lawrence BellodyBraintree, MaAug 19, 2022Aug 2, 2022
Paul Michael O'MalleyBraintree, MaAug 19, 2022Aug 2, 2022
Peter John FitzgeraldBraintree, MaAug 19, 2022Aug 2, 2022
The rule
Registrations ended
Aug 19, 2022
Registered next
Aug 2, 2022
Branch state
MA
Cities
1, most in Braintree, Ma
Registered there that day
937 (people still on IAPD; an estimate)
Share of that headcount
1.1%
Succession by the destination
none on the tape
Other teams out of S••••••• F•••••••• S•••••••• I•••Other teams into S•••••••• F••••••••• I•••