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Team lift-out

3 advisors left F••••••• P••••••• A•• W•••••••• A••••••• for L•• F•••••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Eduardo AlfaroBoston, MaNov 15, 2018Feb 20, 2020
Landon Allen MarxBoston, MaNov 23, 2018Dec 11, 2018
Jennifer PasterczykBoston, MaNov 26, 2018Oct 30, 2018
The rule
Registrations ended
Nov 15, 2018 to Nov 26, 2018
Registered next
Oct 30, 2018 to Feb 20, 2020
Branch state
MA
Cities
1, most in Boston, Ma
Registered there that day
5,241 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape