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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
David RouthGranite Bay, CaJun 11, 2024Jun 11, 2024
William Nicholas RouthGranite Bay, CaJun 11, 2024Jun 11, 2024
Judith Ann SteeleGranite Bay, CaJun 12, 2024Jun 11, 2024
The rule
Registrations ended
Jun 11, 2024 to Jun 12, 2024
Registered next
Jun 11, 2024
Branch state
CA
Cities
2, most in Granite Bay, Ca
Registered there that day
7,089 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of C••••• I••••••••• A••••••• L••Other teams into L•• F•••••••• L••