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Team lift-out

9 advisors left J••• M••••• P•••••• W••••• A••••••• L•• for M••••• S••••••

BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Danielle JansenSan Francisco, CaApr 25, 2023Mar 30, 2023
Natalie Mcnulty SchnuckSan Francisco, CaApr 25, 2023Mar 30, 2023
Tyler Daniel SuppleSan Francisco, CaApr 25, 2023Apr 3, 2023
John GarofaloLos Angeles, CaMay 2, 2023Apr 13, 2023
Kenneth G KoziakLos Angeles, CaMay 2, 2023Apr 6, 2023
Kevin G HaleLos Angeles, CaMay 2, 2023Apr 5, 2023
Angelique Simone Delaney SeitzSan Francisco, CaMay 3, 2023Apr 6, 2023
Jeffrey Charles CoburnWalnut Creek, CaMay 3, 2023Apr 6, 2023
Marit Abbe BaileyWalnut Creek, CaMay 3, 2023Apr 6, 2023
The rule
Registrations ended
Apr 25, 2023 to May 3, 2023
Registered next
Mar 30, 2023 to Apr 13, 2023
Branch state
CA
Cities
3, most in San Francisco, Ca
Registered there that day
682 (people still on IAPD; an estimate)
Share of that headcount
1.3%
Succession by the destination
none on the tape
Other teams out of J••• M••••• P•••••• W••••• A••••••• L••Other teams into M••••• S••••••