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

4 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for U•• F•••••••• S••••••• I•••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Carolina Maria StolagliNew York, NyFeb 24, 2017Nov 12, 2025
Melody W DehondPittsford, NyFeb 27, 2017Feb 24, 2017
Patrick A KellyPittsford, NyFeb 27, 2017Feb 24, 2017
Matthew Philip SchupakNew York, NyMar 9, 2017Mar 23, 2017
The rule
Registrations ended
Feb 24, 2017 to Mar 9, 2017
Registered next
Feb 24, 2017 to Nov 12, 2025
Branch state
NY
Cities
2, most in New York, Ny
Registered there that day
18,968 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape