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RIA Intelligence

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Team lift-out

4 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for M••••• S••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Michael Lawrence TestaNew York, NyAug 8, 2016Aug 5, 2016
Sergio Michael RosaNew York, NyAug 8, 2016Aug 5, 2016
Benjamin Alfred SwallowNew York, NyAug 11, 2016Oct 27, 2017
Matthew J StotlerNew York, NyAug 17, 2016Oct 10, 2016
The rule
Registrations ended
Aug 8, 2016 to Aug 17, 2016
Registered next
Aug 5, 2016 to Oct 27, 2017
Branch state
NY
Cities
1, most in New York, Ny
Registered there that day
18,348 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Other teams into M••••• S••••••