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Team lift-out

6 advisors left J••• M••••• S••••••••• L•• for M••••• S••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Mauricio MoreiraNew York, NyJun 1, 2025May 27, 2025
Peter VratimosNew York, NyJun 1, 2025May 30, 2025
Russell Stephen LoeschNew York, NyJun 4, 2025May 30, 2025
Austin TannerNew York, NyJun 5, 2025Jun 11, 2025
Joel E. UrenaNew York, NyJun 13, 2025Mar 10, 2026
Philip GordonNew York, NyJun 26, 2025Jun 26, 2025
The rule
Registrations ended
Jun 1, 2025 to Jun 26, 2025
Registered next
May 27, 2025 to Mar 10, 2026
Branch state
NY
Cities
1, most in New York, Ny
Registered there that day
11,736 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape