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Team lift-out

5 advisors left D••••••• S••••••••• L•• for S•••••• C•••••• A••••••• L••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew Wilson HeitnerNew York, NyApr 20, 2022Apr 20, 2022
Christian F GalloNew York, NyApr 20, 2022Apr 21, 2022
Andrew Gerli RandakNew York, NyApr 26, 2022Apr 26, 2022
Kristian Anthony SedenoNew York, NyApr 26, 2022Apr 26, 2022
Daysi Michelle LeivaNew York, NyMay 2, 2022May 6, 2022
Mark Thomas ConwayNew York, NyMay 10, 2022May 10, 2022
The rule
Registrations ended
Apr 20, 2022 to May 10, 2022
Registered next
Apr 21, 2022 to May 10, 2022
Branch state
NY
Cities
1, most in New York, Ny
Registered there that day
22 (people still on IAPD; an estimate)
Share of that headcount
23%
Succession by the destination
none on the tape