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Team lift-out

3 advisors left P••••••• W••••• A••••••• L•• for P••••••• I••••••••• A•••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
John Anthony NaphorChester, NjFeb 11, 2026Aug 1, 2025
Joseph Kevin WhiteBridgewater, NjFeb 11, 2026Jan 30, 2026
Kevin Dru KorondiChester, NjFeb 11, 2026Aug 1, 2025
The rule
Registrations ended
Feb 11, 2026
Registered next
Aug 1, 2025 to Jan 30, 2026
Branch state
NJ
Cities
2, most in Chester, Nj
Registered there that day
9 (people still on IAPD; an estimate)
Share of that headcount
33%
Succession by the destination
none on the tape