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Team lift-out

3 advisors left L•• E••••••••• L•• for S•••••••• A••••••• L••

BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Sean J HumphreyHolmdel, NjJul 3, 2025Aug 15, 2025
Rachel M. FotiAllentown, NjJul 15, 2025Nov 21, 2025
Khushmeet BatthHolmdel, NjJul 29, 2025Aug 11, 2025
The rule
Registrations ended
Jul 3, 2025 to Jul 29, 2025
Registered next
Aug 11, 2025 to Nov 21, 2025
Branch state
NJ
Cities
2, most in Holmdel, Nj
Registered there that day
2,620 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape