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Team lift-out

3 advisors left E•••••••• A•••••••• L•• for C••••••••• F•••••••• N••••••

national BDtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Patrick Daniel MylodMalta, NyJun 21, 2023Jun 9, 2023
Matthew Lutton BeebeClifton Park, NyJun 26, 2023Jun 9, 2023
Maxwell Lutton BeebeQueensbury, NyJun 27, 2023Jun 9, 2023
The rule
Registrations ended
Jun 21, 2023 to Jun 27, 2023
Registered next
Jun 9, 2023
Branch state
NY
Cities
2, most in Queensbury, Ny
Registered there that day
3,239 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape