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Team lift-out

2 advisors left C••••••••• F•••••••• N•••••• for C••••• I••••••••• A••••••• L••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
William Michael SandersWaltham, MaApr 1, 2026Apr 1, 2026
Michael Kevin ConwayWaltham, MaApr 2, 2026Jun 9, 2026
The rule
Registrations ended
Apr 1, 2026 to Apr 2, 2026
Registered next
Apr 1, 2026 to Jun 9, 2026
Branch state
MA
Cities
1, most in Waltham, Ma
Registered there that day
3,011 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape