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Team lift-out

2 advisors left L•••••• I••••••••• for C•••••• A•••••••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Matthew Edward HermanDover, NhFeb 24, 2026Feb 14, 2019
Wesley Edward LabelleDover, NhFeb 26, 2026Feb 15, 2019
The rule
Registrations ended
Feb 24, 2026 to Feb 26, 2026
Registered next
Feb 14, 2019 to Feb 15, 2019
Branch state
NH
Cities
1, most in Dover, Nh
Registered there that day
900 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape