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Team lift-out

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

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Cody R ManfrimRiverside, RiFeb 20, 2026Mar 2, 2026
Dylan S MclaneRiverside, RiFeb 23, 2026Mar 3, 2026
Seamus P McgrathRiverside, RiFeb 26, 2026Mar 2, 2026
Matthew FlahertyRiverside, RiMar 2, 2026Mar 2, 2026
Unai LoyolaRiverside, RiMar 4, 2026Mar 4, 2026
The rule
Registrations ended
Feb 20, 2026 to Mar 2, 2026
Registered next
Mar 2, 2026 to Mar 3, 2026
Branch state
RI
Cities
1, most in Riverside, Ri
Registered there that day
24,908 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape