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Team lift-out

2 advisors left O•••• W•••••• I••• for C••••• B•••• F•••••••• G••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
John PariseMoorestown, NjAug 4, 2026Nov 10, 2025
Michael PariseMoorestown, NjAug 4, 2026Jan 7, 2025
The rule
Registrations ended
Aug 4, 2026
Registered next
Jan 7, 2025 to Nov 10, 2025
Branch state
NJ
Cities
1, most in Moorestown, Nj
Registered there that day
8,006 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape