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Team lift-out

4 advisors left A••••••••• F•••••••• S•••••••• L•• for L•• F•••••••• L••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Susan Brooks OrourkeNew Rochelle, NyAug 17, 2025Aug 7, 2025
Daniel R FigueiredoSyracuse, NyAug 18, 2025Aug 25, 2025
Donald Paul JohannesLake Grove, NyAug 25, 2025Aug 22, 2025
Michael Joseph UvenioSmithtown, NyAug 25, 2025Aug 22, 2025
The rule
Registrations ended
Aug 17, 2025 to Aug 25, 2025
Registered next
Aug 7, 2025 to Aug 25, 2025
Branch state
NY
Cities
4, most in New Rochelle, Ny
Registered there that day
12,165 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape