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Team lift-out

2 advisors left U•• F•••••••• S••••••• I••• for J••••• M••••••••• S•••• L••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Allen Jeffrey BelicePittsburgh, PaOct 27, 2025Oct 16, 2025
Kaitlyn Mae LeiningerMount Washington, PaOct 27, 2025Oct 16, 2025
The rule
Registrations ended
Oct 27, 2025
Registered next
Oct 16, 2025
Branch state
PA
Cities
2, most in Pittsburgh, Pa
Registered there that day
9,112 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape