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Team lift-out

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

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Nicholas KakasWalpole, MaAug 28, 2026Aug 12, 2026
William Robert SturgesWestford, MaAug 28, 2026Aug 12, 2026
The rule
Registrations ended
Aug 28, 2026
Registered next
Aug 12, 2026
Branch state
MA
Cities
2, most in Westford, Ma
Registered there that day
23,206 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape