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Team lift-out

3 advisors left I•••••• A•••••••• L•• for P•••• P••••••• A•• S•••••••• G••••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Brianna Michelle MelahnWhite Plains, NyApr 6, 2026Feb 20, 2026
Julia Anne Teresa Peloso-BarnesWhite Plains, NyApr 6, 2026Feb 20, 2026
Naoka NakagawaWhite Plains, NyApr 6, 2026Feb 20, 2026
The rule
Registrations ended
Apr 6, 2026
Registered next
Feb 20, 2026
Branch state
NY
Cities
1, most in White Plains, Ny
Registered there that day
16 (people still on IAPD; an estimate)
Share of that headcount
19%
Succession by the destination
none on the tape