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Team lift-out

4 advisors left M•• I•••••••• S•••••••• L•• for C••••• I••••••••• A••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Anthony Alois KricklCosta Mesa, CaMar 5, 2024Feb 22, 2024
Jacqueline Marie GoodreauCosta Mesa, CaMar 5, 2024Feb 22, 2024
Katherine Burke FloresCosta Mesa, CaMar 5, 2024Feb 22, 2024
Daniel Ethan DodgenCosta Mesa, CaMar 6, 2024Feb 22, 2024
Paul Richard JustinCosta Mesa, CaMar 6, 2024Feb 22, 2024
The rule
Registrations ended
Mar 5, 2024 to Mar 6, 2024
Registered next
Feb 22, 2024
Branch state
CA
Cities
2, most in Costa Mesa, Ca
Registered there that day
4,280 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of M•• I•••••••• S•••••••• L••Other teams into C••••• I••••••••• A••••••• L••