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Channel change (one enterprise)

21 advisors moved from W•••• F•••• A••••••• to W•••• F•••• A•••••••

Not a lift-out: the two CRDs file under the same business name, so the two CRDs are one enterprise and nobody left anyone. A channel switch, an integration after an acquisition or an affiliate transfer. Never counted as a team in or out.

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Christian FragosoMelville, NyJun 9, 2022Jun 9, 2022
Ardell RoanNew City, NyJun 16, 2022Jun 16, 2022
Beryl Ephraim SorscherNew City, NyJun 16, 2022Jun 16, 2022
Gail MillerNew City, NyJun 16, 2022Jun 16, 2022
Luciano Dela CruzNew City, NyJun 16, 2022Jun 16, 2022
Patrick HardingNew City, NyJun 16, 2022Jun 16, 2022
Kenneth CarterNew City, NyJun 17, 2022Jun 17, 2022
Michael SalmonNew City, NyJun 17, 2022Jun 17, 2022
Pace SorscherNew City, NyJun 17, 2022Jun 17, 2022
Christopher Lowen Mueller DavisMelville, NyJun 24, 2022Feb 17, 2023
Anthony WojdaPoughkeepsie, NyJul 7, 2022Jul 7, 2022
Denise Ann MorgantiniPoughkeepsie, NyJul 7, 2022Jul 7, 2022
Gary Ben-EzraPoughkeepsie, NyJul 7, 2022Jul 7, 2022
Zachary David HerringPoughkeepsie, NyJul 7, 2022Jul 7, 2022
Antonio G CoppolaPoughkeepsie, NyJul 8, 2022Jul 8, 2022
Daniel ShortPoughkeepsie, NyJul 8, 2022Jul 8, 2022
Frederico Rodriguez JrPoughkeepsie, NyJul 8, 2022Jul 8, 2022
Jason SiegelPearl River, NyJul 8, 2022Jul 8, 2022
Joseph PorcelliPoughkeepsie, NyJul 8, 2022Jul 8, 2022
Michael KirtioNew City, NyJul 8, 2022Jul 8, 2022
Ryan PeekPoughkeepsie, NyJul 8, 2022Jul 8, 2022
The rule
Registrations ended
Jun 9, 2022 to Jul 8, 2022
Registered next
Jun 9, 2022 to Feb 17, 2023
Branch state
NY
Cities
4, most in New City, Ny
Registered there that day
14,023 (people still on IAPD; an estimate)
Share of that headcount
0.1%
One enterprise because
the two CRDs file under the same business name
Succession by the destination
none on the tape
Other teams out of W•••• F•••• A•••••••Other teams into W•••• F•••• A•••••••