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Team lift-out

2 advisors left T•• P••••••• N••••••• I••• for L•• F•••••••• L••

othertoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Kristine Kay KeeganManhattan Beach, CaDec 31, 2017Nov 29, 2017
Robert GalindoTemecula, CaDec 31, 2017Nov 29, 2017
The rule
Registrations ended
Dec 31, 2017
Registered next
Nov 29, 2017
Branch state
CA
Cities
2, most in Manhattan Beach, Ca
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
50%
Succession by the destination
none on the tape