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Team lift-out

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

institutionaltomixed wealthOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
John MarchisottaMelville, NyDec 31, 2021May 24, 2021
Michael John DesmondMelville, NyDec 31, 2021Jun 1, 2021
The rule
Registrations ended
Dec 31, 2021
Registered next
May 24, 2021 to Jun 1, 2021
Branch state
NY
Cities
1, most in Melville, Ny
Registered there that day
19 (people still on IAPD; an estimate)
Share of that headcount
16%
Succession by the destination
none on the tape