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RIA Intelligence

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Team lift-out

4 advisors left U•• F•••••••• S••••••• I••• for S•••••• P••••••• I••••••••• A•••••••• L••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Jolene F TepedinoMerrick, NyJun 16, 2026Jun 5, 2026
Jordan R ZelnikerNew York, NyJun 16, 2026Jun 5, 2026
Molly TownsendBrooklyn, NyJun 16, 2026Jun 5, 2026
Nicholas TejedaNew York, NyJun 16, 2026Jun 5, 2026
The rule
Registrations ended
Jun 16, 2026
Registered next
Jun 5, 2026
Branch state
NY
Cities
3, most in New York, Ny
Registered there that day
9,283 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of U•• F•••••••• S••••••• I•••Other teams into S•••••• P••••••• I••••••••• A•••••••• L••