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Team lift-out

2 advisors left K••••• A••••••• S•••••••• L•• for B••••• M••••••

BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Genevieve M CriseraTimonium, MdMar 27, 2025Feb 13, 2025
Kimberly M. SilvestriTimonium, MdApr 1, 2025Nov 20, 2025
The rule
Registrations ended
Mar 27, 2025 to Apr 1, 2025
Registered next
Feb 13, 2025 to Nov 20, 2025
Branch state
MD
Cities
1, most in Timonium, Md
Registered there that day
1,231 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape