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Team lift-out

7 advisors left T•• P•••••• F•••••••• G••••• L•• for S••••• F••••••••• L••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Bryan Le BeauWest Warwick, RiJul 3, 2025Jul 8, 2025
Michael Anthony KiernanWest Warwick, RiJul 3, 2025Jul 1, 2025
Michael RaspalloWarwick, RiJul 3, 2025Jul 7, 2025
Ralph R CoppolaWest Warwick, RiJul 3, 2025Jul 8, 2025
Sean Michael MarchettiWarwick, RiJul 3, 2025Jul 8, 2025
Benjamin James VeglasWest Warwick, RiJul 8, 2025Jul 1, 2025
Brad Michael IngegneriWest Warwick, RiJul 8, 2025Jul 1, 2025
Emilio Joseph SenesiCranston, RiJul 8, 2025Jul 9, 2025
Todd SadwinWest Warwick, RiJul 8, 2025Jul 1, 2025
The rule
Registrations ended
Jul 3, 2025 to Jul 8, 2025
Registered next
Jul 1, 2025 to Jul 9, 2025
Branch state
RI
Cities
3, most in West Warwick, Ri
Registered there that day
45 (people still on IAPD; an estimate)
Share of that headcount
16%
Succession by the destination
none on the tape