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Team lift-out

2 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
Kurtis E BurcumeMerrimack, NhDec 13, 2022Apr 25, 2024
Biren PatelMerrimack, NhDec 21, 2022Dec 22, 2022
The rule
Registrations ended
Dec 13, 2022 to Dec 21, 2022
Registered next
Dec 22, 2022 to Apr 25, 2024
Branch state
NH
Cities
1, most in Merrimack, Nh
Registered there that day
10,982 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape