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Team lift-out

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

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Joseph Henry Shaw IIIWilliamsville, NyAug 11, 2025Aug 4, 2025
Melissa Rose McisaacWilliamsville, NyAug 11, 2025Aug 4, 2025
Ryan Thomas MillerRochester, NyAug 11, 2025Aug 4, 2025
Stacey M ProwseWilliamsville, NyAug 11, 2025Aug 4, 2025
Stephen Michael WzontekWilliamsville, NyAug 11, 2025Aug 4, 2025
Todd Michael TevensBuffalo, NyAug 11, 2025Aug 4, 2025
Laura Ann CooleyBuffalo, NyAug 12, 2025Aug 4, 2025
Vincent John CacciatoreSmithtown, NyAug 12, 2025Aug 8, 2025
James Joseph RehakRochester, NyAug 13, 2025Aug 4, 2025
Nicholas AgnoneWestbury, NyAug 20, 2025Aug 18, 2025
Peter John CraigWestbury, NyAug 20, 2025Aug 18, 2025
Dolores B MitchellWestbury, NyAug 21, 2025Aug 18, 2025
Angela RennaLiverpool, NyAug 22, 2025Aug 20, 2025
The rule
Registrations ended
Aug 11, 2025 to Aug 22, 2025
Registered next
Aug 4, 2025 to Aug 20, 2025
Branch state
NY
Cities
6, most in Williamsville, Ny
Registered there that day
7,827 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape
Other teams out of O•••• W•••••• I•••Other teams into L•• F•••••••• L••