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Team lift-out

2 advisors left C•••••• C•••••• M••••••••• L•• for A••••••••• C•••••• A•••••••• L••

unclassifiedtoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Patrick James DooleySyracuse, NyFeb 27, 2023Feb 12, 2021
Rex W MahoneySyracuse, NyFeb 27, 2023Mar 21, 2022
The rule
Registrations ended
Feb 27, 2023
Registered next
Feb 12, 2021 to Mar 21, 2022
Branch state
NY
Cities
1, most in Syracuse, Ny
Registered there that day
2 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape