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Team lift-out

5 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for S•••••••• A•••••••• L••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
James Martin RohmannSummit, NjJun 13, 2022Jun 13, 2022
Steven Anthony FiliaciSummit, NjJun 13, 2022Jun 13, 2022
Kevin Michael PearlyEdison, NjJun 14, 2022Jun 10, 2022
Susan Lynn HoytSummit, NjJun 14, 2022Jun 13, 2022
The rule
Registrations ended
Jun 13, 2022 to Jun 14, 2022
Registered next
Jun 10, 2022 to Jun 13, 2022
Branch state
NJ
Cities
2, most in Summit, Nj
Registered there that day
21,855 (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 S•••••••• A•••••••• L••