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Team lift-out

2 advisors left O••••••••• • C•• I••• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
James MakrianesNew York, NyJun 16, 2023Jul 17, 2023
Thomas Francis TheodorouNew York, NyJun 16, 2023Jul 10, 2023
The rule
Registrations ended
Jun 16, 2023
Registered next
Jul 10, 2023 to Jul 17, 2023
Branch state
NY
Cities
1, most in New York, Ny
Registered there that day
1,025 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape