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Team lift-out

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

BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
David E GonzalezSacramento, CaDec 9, 2025Dec 5, 2025
Larry PearlRancho Cordova, CaDec 10, 2025Dec 5, 2025
Bryce Logan LeafmanSacramento, CaDec 22, 2025Dec 19, 2025
James FelizColfax, CaDec 22, 2025Dec 19, 2025
The rule
Registrations ended
Dec 9, 2025 to Dec 22, 2025
Registered next
Dec 5, 2025 to Dec 19, 2025
Branch state
CA
Cities
3, most in Sacramento, Ca
Registered there that day
4,731 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape