The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Team lift-out

3 advisors left E•••••••• A•••••••• L•• for M••••• S••••••

national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Martin Anthony BerishajNew York, NyMay 23, 2025May 28, 2025
Payton L VilleccoSyracuse, NyMay 30, 2025Aug 4, 2025
Elliot HowardMalta, NyJun 2, 2025Jun 27, 2025
The rule
Registrations ended
May 23, 2025 to Jun 2, 2025
Registered next
May 28, 2025 to Aug 4, 2025
Branch state
NY
Cities
3, most in New York, Ny
Registered there that day
3,997 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape