The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Team lift-out

2 advisors left E•••••• F•••••••• E•••••• for M••••••

mixed wealthtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Joseph Anthony AzzopardiTorrance, CaMar 3, 2022Feb 8, 2022
Rachel Ann VivianTorrance, CaMar 14, 2022Feb 23, 2022
The rule
Registrations ended
Mar 3, 2022 to Mar 14, 2022
Registered next
Feb 8, 2022 to Feb 23, 2022
Branch state
CA
Cities
1, most in Torrance, Ca
Registered there that day
486 (people still on IAPD; an estimate)
Share of that headcount
0.4%
Succession by the destination
none on the tape