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2 advisors left E•••••• C•••••• M••••••••• L•• for T• P•••••• C••••• W••••• L••

Team lift-outjoined T• P•••••• C••••• W••••• L••
No date on record · this record
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Mark SzwagulinskiMorristown, NjAug 18, 2023Jan 4, 2024
Salvatore LeoneMorristown, NjAug 21, 2023Aug 30, 2023
The rule
Registrations ended
Aug 18, 2023 to Aug 21, 2023
Registered next
Aug 30, 2023 to Jan 4, 2024
Branch state
NJ
Cities
1, most in Morristown, Nj
Registered there that day
536 (people still on IAPD; an estimate)
Share of that headcount
0.4%
Succession by the destination
none on the tape
Other teams out of E•••••• C•••••• M••••••••• L••Other teams into T• P•••••• C••••• W••••• L••