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Team lift-out

2 advisors left A•• T••• M•••••• F•••••••• S••••••• L•• for S••••

unclassifiedtoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Brian Joseph MocogniNorth Kingstown, RiSep 22, 2025May 27, 2025
Gregory H KirwanNorth Kingstown, RiSep 22, 2025May 15, 2025
The rule
Registrations ended
Sep 22, 2025
Registered next
May 15, 2025 to May 27, 2025
Branch state
RI
Cities
1, most in North Kingstown, Ri
Registered there that day
2 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape