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Team lift-out

3 advisors left W•••• F•••• A••••••• for ••••••••

wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Cristina Marie CaponeWoodbury, NyJul 16, 2025Jul 11, 2025
Pasquale CaponeNesconset, NyJul 16, 2025Jul 11, 2025
Glenn R RudyBayshore, NyJul 28, 2025Jun 15, 2026
The rule
Registrations ended
Jul 16, 2025 to Jul 28, 2025
Registered next
Jul 11, 2025 to Jun 15, 2026
Branch state
NY
Cities
3, most in Nesconset, Ny
Registered there that day
13,778 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape