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Team lift-out

3 advisors left C••••••••• F•••••••• N•••••• for M•••• F•••••••• A•••••••

national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Glenn Brian CohenNewtown, PaFeb 9, 2026Feb 6, 2026
Paul Daniel TeufelNewtown, PaFeb 9, 2026Feb 6, 2026
Ray Cordoza MasseyNewtown, PaFeb 9, 2026Feb 6, 2026
Tevin Deante HillNewtown, PaFeb 9, 2026Feb 6, 2026
The rule
Registrations ended
Feb 9, 2026
Registered next
Feb 6, 2026
Branch state
PA
Cities
1, most in Newtown, Pa
Registered there that day
3,043 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape