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Team lift-out

10 advisors left F••••••• P••••••• A•• W•••••••• A••••••• for C•••••• S••••• • C••• I•••

BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Benjamin Eric NoonanBoston, MaMay 9, 2021Sep 12, 2025
Andrew VethBoston, MaMay 22, 2021Aug 3, 2021
Gloria Kabugo-MusokeBoston, MaJun 1, 2021Jul 1, 2021
Gary MarzottoBoston, MaJun 9, 2021Jul 28, 2021
Kimberly Ann Stanczak HillBoston, MaJun 22, 2021Sep 30, 2021
Frank HowardBoston, MaJul 6, 2021Aug 2, 2021
Corey Steven ElliottBoston, MaJul 9, 2021Aug 5, 2021
Dnard ArthurBoston, MaJul 9, 2021Apr 4, 2023
Joseph Patrick VeltriBoston, MaJul 9, 2021Jul 14, 2022
Joseph Paul CarrollBoston, MaJul 9, 2021Oct 4, 2021
The rule
Registrations ended
May 9, 2021 to Jul 9, 2021
Registered next
Jul 1, 2021 to Sep 12, 2025
Branch state
MA
Cities
1, most in Boston, Ma
Registered there that day
7,467 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of F••••••• P••••••• A•• W•••••••• A•••••••Other teams into C•••••• S••••• • C••• I•••