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

2 advisors left E•••••••• A•••••••• L•• for T• P•••••• C••••• W••••• L••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Caleb Georges PointdujourMelville, NyJul 15, 2026Aug 19, 2026
Samuel Frisch MagillNew York, NyJul 15, 2026Aug 4, 2026
The rule
Registrations ended
Jul 15, 2026
Registered next
Aug 4, 2026 to Aug 19, 2026
Branch state
NY
Cities
2, most in Melville, Ny
Registered there that day
4,445 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape