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Team lift-out

2 advisors left U•• F•••••••• S••••••• I••• for R•••••• J•••• • A••••••••• I•••

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Kenneth G MontalMahwah, NjJun 12, 2026Jun 3, 2026
Peter Quigley MorrisParamus, NjJun 12, 2026Jun 3, 2026
The rule
Registrations ended
Jun 12, 2026
Registered next
Jun 3, 2026
Branch state
NJ
Cities
2, most in Mahwah, Nj
Registered there that day
9,280 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape