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Team lift-out
5 advisors left P•••••• for T•••• V••• P•••••• W•••••
mixed wealthtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Amanda Maria Diguiseppe | Shelton, Ct | May 21, 2025 | May 22, 2025 |
| Christopher Mathew Sneed | Shelton, Ct | May 21, 2025 | May 22, 2025 |
| Jake Ryan Mccarthy | Shelton, Ct | May 21, 2025 | May 22, 2025 |
| Jerry Robert Sneed | Shelton, Ct | May 21, 2025 | Jun 5, 2025 |
| Michael Alexander Herbert | Shelton, Ct | May 21, 2025 | Jun 3, 2025 |
| Zoltan Pongracz | Shelton, Ct | May 21, 2025 | May 22, 2025 |
The rule
- Registrations ended
- May 21, 2025
- Registered next
- May 22, 2025 to Jun 3, 2025
- Branch state
- CT
- Cities
- 2, most in Shelton, Ct
- Registered there that day
- 38 (people still on IAPD; an estimate)
- Share of that headcount
- 13%
- 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.