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Team lift-out

10 advisors left M• H••••••• S••••••••• I••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Justin Adam GelmanMorristown, NjAug 8, 2025Jan 5, 2026
Adam David SendzischewMorristown, NjAug 11, 2025Aug 13, 2025
Dante Joseph ZicarelliMorristown, NjAug 11, 2025Aug 11, 2025
Dennis John MojaresMorristown, NjAug 11, 2025Aug 11, 2025
Jeffrey George NewmanMorristown, NjAug 11, 2025Aug 11, 2025
Jordan Lee CrowleyMorristown, NjAug 11, 2025Aug 11, 2025
Maxwell KopelmanMorristown, NjAug 11, 2025Aug 11, 2025
Michael Matthew PfenningerMorristown, NjAug 11, 2025Aug 11, 2025
Patrick Short MaguireMorristown, NjAug 11, 2025Aug 11, 2025
Robert Marshall JonesMorristown, NjAug 11, 2025Aug 11, 2025
The rule
Registrations ended
Aug 8, 2025 to Aug 11, 2025
Registered next
Aug 11, 2025 to Jan 5, 2026
Branch state
NJ
Cities
1, most in Morristown, Nj
Registered there that day
192 (people still on IAPD; an estimate)
Share of that headcount
5.2%
Succession by the destination
none on the tape