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Team lift-out

2 advisors left S•••••• W••••• P•••••••• L•• for L•• F•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Anthony Joseph TruinoBedford, NhSep 2, 2026Apr 29, 2025
James Ellis CahnBedford, NhSep 3, 2026Nov 5, 2025
The rule
Registrations ended
Sep 2, 2026 to Sep 3, 2026
Registered next
Apr 29, 2025 to Nov 5, 2025
Branch state
NH
Cities
1, most in Bedford, Nh
Registered there that day
396 (people still on IAPD; an estimate)
Share of that headcount
0.5%
Succession by the destination
none on the tape