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Team lift-out

2 advisors left P••• A••••• S••••••••• L•• for I••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Ben V DuronioColts Neck, NjJan 27, 2022Jan 24, 2022
Todd S LevineHolmdel, NjFeb 1, 2022Jan 24, 2022
The rule
Registrations ended
Jan 27, 2022 to Feb 1, 2022
Registered next
Jan 24, 2022
Branch state
NJ
Cities
2, most in Colts Neck, Nj
Registered there that day
1,472 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape