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Team lift-out

2 advisors left C•••• P•••• A••••••• L•• for S••••••••• B•••••••• C•••••• M•••••••••

bank affiliatedtoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Irwin Warren SilverbergNew York, NyAug 10, 2023Jul 18, 2023
Jeffrey Milton BernsteinNew York, NyAug 10, 2023Jul 7, 2023
The rule
Registrations ended
Aug 10, 2023
Registered next
Jul 7, 2023 to Jul 18, 2023
Branch state
NY
Cities
1, most in New York, Ny
Registered there that day
2 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape