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Team lift-out

4 advisors left E•• F•••••••• A••••••• for C••••• I••••••••• A••••••• L••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Brian Kirk VieselmeyerLatham, NyFeb 18, 2025Jan 28, 2025
Gerald Martin MirraLatham, NyFeb 18, 2025Jan 29, 2025
Joseph Anthony PezzoLatham, NyFeb 18, 2025Jan 29, 2025
Peter SwansenLatham, NyFeb 18, 2025Jan 28, 2025
The rule
Registrations ended
Feb 18, 2025
Registered next
Jan 28, 2025 to Jan 29, 2025
Branch state
NY
Cities
1, most in Latham, Ny
Registered there that day
421 (people still on IAPD; an estimate)
Share of that headcount
1.0%
Succession by the destination
none on the tape
Other teams out of E•• F•••••••• A•••••••Other teams into C••••• I••••••••• A••••••• L••