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

12 advisors left U•• F•••••••• S••••••• I••• for R•• C•••••• M••••••• L••

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Elena TashlitskyTarrytown, NyJul 21, 2025Jul 10, 2025
George Paul KanasWhite Plains, NyJul 21, 2025Jun 26, 2025
Izabella WszolekPurchase, NyJul 21, 2025Jul 10, 2025
Margaret M AthanasatosPurchase, NyJul 21, 2025Jul 10, 2025
Roger Philip MatlesPurchase, NyJul 21, 2025Jul 10, 2025
Steven Greg SolomonWest Nyack, NyJul 21, 2025Jul 10, 2025
Glenn Randall BiancoSomers, NyJul 22, 2025Jun 26, 2025
Benjamin Peter Okwit KanasPurchase, NyJul 24, 2025Jun 26, 2025
Deirdre JoyceBronx, NyJul 24, 2025Jun 26, 2025
Michael Gerard DalyYorktown Heights, NyJul 24, 2025Jun 26, 2025
Veronica CasanovaPurchase, NyJul 24, 2025Jun 26, 2025
John Scott KlingensmithAmherst, NyJul 25, 2025Jun 27, 2025
The rule
Registrations ended
Jul 21, 2025 to Jul 25, 2025
Registered next
Jun 26, 2025 to Jul 10, 2025
Branch state
NY
Cities
8, most in Purchase, Ny
Registered there that day
9,102 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape