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Team lift-out

4 advisors left O•••• W•••••• I••• for L•• F•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
John Nicholas MayoMelville, NyMar 25, 2025Mar 17, 2025
Jared Neilson McgillNew York, NyMar 26, 2025Mar 24, 2025
Matthew Kyle HeeterSmithtown, NyMar 28, 2025Mar 26, 2025
Nicholas KlopsisSmithtown, NyMar 28, 2025Mar 26, 2025
Anthony Jack ZinitiWestbury, NyApr 4, 2025Mar 24, 2025
The rule
Registrations ended
Mar 25, 2025 to Apr 16, 2025
Registered next
Mar 17, 2025 to Apr 14, 2025
Branch state
NY
Cities
4, most in Melville, Ny
Registered there that day
7,884 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape