The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Team lift-out

2 advisors left L••• S••••• A•••••••• L•• for C••••• A••••••• G••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Aviva Esther SapersNewton, MaNov 3, 2025Feb 23, 2021
Joseph CampedelliNewton, MaNov 3, 2025Nov 29, 2023
The rule
Registrations ended
Nov 3, 2025
Registered next
Feb 23, 2021 to Nov 29, 2023
Branch state
MA
Cities
1, most in Newton, Ma
Registered there that day
129 (people still on IAPD; an estimate)
Share of that headcount
1.6%
Succession by the destination
none on the tape