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Team lift-out

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

wirehousetoasset managerOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
The rule
Registrations ended
Jul 5, 2022 to Jul 7, 2022
Registered next
Jul 21, 2022 to Aug 8, 2022
Branch state
NY
Cities
1, most in New York, Ny
Registered there that day
21,869 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
a succession within a year (Sep 30, 2022), not necessarily this firm