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RIA Intelligence

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Team lift-out

14 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for J••• M••••• S••••••••• L••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Xinyu ZhuoNew York, NyMar 2, 2026Mar 16, 2026
Marvin GarciaFlushing, NyMar 3, 2026Mar 4, 2026
Nicholas C. NanasNew York, NyMar 3, 2026Mar 3, 2026
Braeden SmithNew York, NyMar 4, 2026Mar 16, 2026
David Yu ColemanRoslyn Heights, NyMar 4, 2026Aug 6, 2026
Thomas SantosNew York, NyMar 5, 2026Mar 18, 2026
Sami AslamNew York, NyMar 15, 2026Mar 18, 2026
Gavin BarrNew York, NyMar 17, 2026Mar 19, 2026
Alexander DorinNew York, NyMar 23, 2026Mar 31, 2026
Anthony G. DigabrieleRochester, NyApr 1, 2026Apr 15, 2026
David TerryBrooklyn, NyApr 7, 2026Apr 21, 2026
Hengrui XuNew York, NyApr 9, 2026Apr 28, 2026
Sergio HernandezNew York, NyApr 13, 2026Apr 2, 2026
Steven SaundersNew York, NyApr 17, 2026Apr 23, 2026
Kathleen OrtizMerrick, NyApr 20, 2026Apr 22, 2026
Karan UbhiNew York, NyApr 21, 2026Apr 22, 2026
The rule
Registrations ended
Mar 2, 2026 to Apr 21, 2026
Registered next
Mar 3, 2026 to Aug 6, 2026
Branch state
NY
Cities
6, most in New York, Ny
Registered there that day
24,933 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Other teams into J••• M••••• S••••••••• L••