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

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

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Harrison Jay BunimNew York, NyNov 2, 2020Nov 30, 2020
Michael Riley ChapmanNew York, NyNov 2, 2020Nov 20, 2020
Mandi Lynn ShellenbargerNew York, NyNov 3, 2020Nov 11, 2020
Alison Quinn GearyNew York, NyNov 9, 2020Nov 6, 2020
Cordia J TaylorNew York, NyNov 9, 2020Nov 6, 2020
Gregory C MackoNew York, NyNov 9, 2020Nov 6, 2020
Lawrence Casey EnnisNew York, NyNov 9, 2020Nov 6, 2020
Marcus Malik BriscoeNew York, NyNov 9, 2020Nov 6, 2020
Michaella Grace IrvineNew York, NyNov 9, 2020Nov 6, 2020
Parker Andrew GaglioneNew York, NyNov 9, 2020Nov 6, 2020
Shane Michael DrummNew York, NyNov 9, 2020Nov 6, 2020
Sophia M RosaNew York, NyNov 9, 2020Nov 6, 2020
Heather WongNew York, NyNov 22, 2020Mar 2, 2021
Roger Hulett McglynnNew York, NyDec 4, 2020Nov 6, 2020
Sogol DanaeiNew York, NyDec 8, 2020Dec 18, 2020
Stefanie Lyne JenkinsNew York, NyDec 15, 2020Jan 19, 2021
The rule
Registrations ended
Nov 2, 2020 to Dec 15, 2020
Registered next
Nov 6, 2020 to Mar 2, 2021
Branch state
NY
Cities
1, most in New York, Ny
Registered there that day
22,123 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape