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3 advisors moved from V••• F•••••••• A•••••••• I••• to V••• R••••••••• A•••••••• L••
Not a lift-out: both firms report V••• Holdings Inc. as a 75%+ owner on Schedule A around the move, so the two CRDs are one enterprise and nobody left anyone. A channel switch, an integration after an acquisition or an affiliate transfer. Never counted as a team in or out.
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Wayne Russell Veal | Abington, Ma | Aug 13, 2026 | Aug 12, 2026 |
| James Michael Mccabe | Boston, Ma | Aug 14, 2026 | Aug 24, 2026 |
| Andrew Hamilton Brookshire | Abington, Ma | Aug 21, 2026 | Aug 20, 2026 |
- Registrations ended
- Aug 13, 2026 to Aug 21, 2026
- Registered next
- Aug 12, 2026 to Aug 24, 2026
- Branch state
- MA
- Cities
- 2, most in Abington, Ma
- Registered there that day
- 731 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- One enterprise because
- both firms report V••• Holdings Inc. as a 75%+ owner on Schedule A around the move
- Succession by the destination
- none on the tape
A team is two or more advisors whose registrations through one firm ended within fourteen days of each other, from branches in the same state, all registering next through the same other firm. The kind is a printed rule, not a judgment: absorbed when half or more of the firm’s registered people moved or a succession names it, channel change when the two CRDs are one enterprise (same name, same 75%+ owner around the move, or one name the other with a word added), large transfer at fifty or more, lift-out otherwise.