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 N••••••••• M••••• I••••••••• S•••••••••

national BDtono RAUMOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Michael NuzziMelville, NyJan 8, 2026Mar 10, 2026
Dana J GeorgeMelville, NyJan 9, 2026Feb 3, 2026
The rule
Registrations ended
Jan 8, 2026 to Jan 9, 2026
Registered next
Feb 3, 2026 to Mar 10, 2026
Branch state
NY
Cities
2, most in Melville, Ny
Registered there that day
4,275 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape