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Team lift-out

3 advisors left S•••••• P••••••• I••••••••• A•••••••• L•• for L•• F•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Edward Joseph NeibertBoston, MaMay 7, 2026May 6, 2026
Michaelyn Dawn BortolottiHanover, MaMay 7, 2026May 6, 2026
Michael Richard CarilliMedfield, MaMay 8, 2026May 6, 2026
Timothy Burr DavisCohasset, MaMay 8, 2026May 8, 2026
The rule
Registrations ended
May 7, 2026 to May 8, 2026
Registered next
May 6, 2026 to May 8, 2026
Branch state
MA
Cities
3, most in Hanover, Ma
Registered there that day
449 (people still on IAPD; an estimate)
Share of that headcount
0.7%
Succession by the destination
none on the tape
Other teams out of S•••••• P••••••• I••••••••• A•••••••• L••Other teams into L•• F•••••••• L••