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Team lift-out

2 advisors left L•• F•••••••• L•• for K•• I••••••••• S••••••• L••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Jason R NavolioHoneoye Falls, NyAug 15, 2022Aug 8, 2022
Michael DebottisSyracuse, NyAug 22, 2022Aug 16, 2022
The rule
Registrations ended
Aug 15, 2022 to Aug 22, 2022
Registered next
Aug 8, 2022 to Aug 16, 2022
Branch state
NY
Cities
1, most in Syracuse, Ny
Registered there that day
13,681 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape