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

3 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for R•••••• J•••• • A••••••••• I•••

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Bradley James LarueNew York, NyOct 1, 2021Sep 23, 2021
Daniel P LevinBrooklyn, NyOct 11, 2021Oct 8, 2021
Diane M GalvinWest Nyack, NyOct 12, 2021Oct 14, 2021
The rule
Registrations ended
Oct 1, 2021 to Oct 12, 2021
Registered next
Sep 23, 2021 to Oct 14, 2021
Branch state
NY
Cities
3, most in New York, Ny
Registered there that day
22,055 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape