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Team lift-out

2 advisors left C•••••••• G••••• M•••••• I••• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Ximena ValenzuelaNew York, NyFeb 21, 2024Mar 20, 2024
Chen ChenNew York, NyFeb 22, 2024Mar 7, 2024
The rule
Registrations ended
Feb 21, 2024 to Feb 22, 2024
Registered next
Mar 7, 2024 to Mar 20, 2024
Branch state
NY
Cities
1, most in New York, Ny
Registered there that day
2,222 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape