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Team lift-out

7 advisors left A••••••••• F•••••••• S•••••••• L•• for S•••••• P••••••• I••••••••• A•••••••• L••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Emily Catherine BurdettWebster, NyMay 8, 2026May 1, 2026
Christopher William NeitzWebster, NyMay 14, 2026May 1, 2026
Andre ReneRochester, NyMay 15, 2026May 1, 2026
Cynthia Marie Van DienBloomingdale, NyMay 15, 2026May 1, 2026
Michael J KeysSaranac Lake, NyMay 15, 2026May 1, 2026
Nicholas Charles DangeloRochester, NyMay 15, 2026May 1, 2026
Paul StackRochester, NyMay 15, 2026May 1, 2026
The rule
Registrations ended
May 8, 2026 to May 15, 2026
Registered next
May 1, 2026
Branch state
NY
Cities
4, most in Rochester, Ny
Registered there that day
12,609 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape