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Team lift-out

3 advisors left O•••• F•• I••• for A••••••• W••••• A•••••••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Frank B HannaBerwyn, PaMay 6, 2021May 5, 2021
Bryan R CoglianoBerwyn, PaMay 10, 2021May 6, 2021
The rule
Registrations ended
May 6, 2021 to May 11, 2021
Registered next
May 5, 2021 to May 6, 2021
Branch state
PA
Cities
1, most in Berwyn, Pa
Registered there that day
1,033 (people still on IAPD; an estimate)
Share of that headcount
0.3%
Succession by the destination
none on the tape