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

5 advisors left U•• F•••••••• S••••••• I••• for M••••• S••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Kelly Ann StefanowiczPhiladelphia, PaJun 8, 2020Jun 25, 2020
Brian Joseph TarquinioSewickley, PaJun 17, 2020Jun 10, 2020
John Arthur TarquinioSewickley, PaJun 17, 2020Jun 9, 2020
Nicholas A FeeneySewickley, PaJun 17, 2020Jun 9, 2020
Zachary J.M. DeschaineSewickley, PaJun 17, 2020Jun 9, 2020
The rule
Registrations ended
Jun 8, 2020 to Jun 17, 2020
Registered next
Jun 9, 2020 to Jun 25, 2020
Branch state
PA
Cities
2, most in Sewickley, Pa
Registered there that day
7,869 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape