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Team lift-out

3 advisors left C••••• I••••••••• A••••••• L•• for L•• F•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Darryl Robert CarterIrvine, CaMay 2, 2024May 1, 2024
Lance Parsons DumasIrvine, CaMay 2, 2024May 2, 2024
Mark Andrew MchenryEl Segundo, CaMay 9, 2024Jun 7, 2024
The rule
Registrations ended
May 2, 2024 to May 9, 2024
Registered next
May 1, 2024 to Jun 7, 2024
Branch state
CA
Cities
2, most in Irvine, Ca
Registered there that day
7,073 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape