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Team lift-out

5 advisors left E•••••••• A•••••••• L•• for J••• M••••• S••••••••• L••

national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Vanshika MahajanNew York, NyJun 25, 2025Jul 23, 2025
Joseph E. BullisNew York, NyJul 9, 2025Jul 14, 2025
Leah Marie PasqualettiWilliamsville, NyJul 17, 2025Aug 19, 2025
David GlazierNew York, NyJul 22, 2025Jul 28, 2025
Sicong AiNew York, NyJul 23, 2025Dec 1, 2025
The rule
Registrations ended
Jun 25, 2025 to Jul 23, 2025
Registered next
Jul 14, 2025 to Dec 1, 2025
Branch state
NY
Cities
3, most in New York, Ny
Registered there that day
4,016 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape