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Team lift-out

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

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Johnluke BongiornoPennington, NjFeb 7, 2026Feb 17, 2026
Brendan ShadlePennington, NjFeb 17, 2026Apr 10, 2026
The rule
Registrations ended
Feb 7, 2026 to Feb 17, 2026
Registered next
Feb 17, 2026 to Apr 10, 2026
Branch state
NJ
Cities
1, most in Pennington, Nj
Registered there that day
24,894 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape