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Team lift-out

3 advisors left S•••••• N••••••• • C••••••• I••••••••• for R••••••••• C•••••• M•••••••••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
The rule
Registrations ended
Feb 26, 2025 to Mar 4, 2025
Registered next
Feb 14, 2025
Branch state
NY
Cities
1, most in New York, Ny
Registered there that day
3,112 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape