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 U•• F•••••••• S••••••• I••• for M••••• S••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Sarah Elizabeth-Jane MungerFulton, NySep 2, 2025Sep 8, 2025
Jenna Celina TrolsonNew York, NySep 5, 2025Sep 25, 2025
Allison K LaneNew York, NySep 19, 2025Dec 17, 2025
Tayte Elliott IrvineNew York, NySep 23, 2025Oct 17, 2025
The rule
Registrations ended
Sep 2, 2025 to Sep 23, 2025
Registered next
Sep 8, 2025 to Dec 17, 2025
Branch state
NY
Cities
2, most in New York, Ny
Registered there that day
9,089 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape