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Team lift-out

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

BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Alexander ChanSan Francisco, CaMay 19, 2023Apr 28, 2023
Anne HawleySan Francisco, CaMay 19, 2023Apr 28, 2023
Colin Michael Vasko MurphySan Francisco, CaMay 19, 2023May 5, 2023
David Daniel DudekSan Francisco, CaMay 19, 2023Apr 28, 2023
Jaclyn Diane AndrewsSan Francisco, CaMay 19, 2023May 1, 2023
Kendal Marie SchallSan Francisco, CaMay 19, 2023Apr 28, 2023
Randolph James PetersonSan Francisco, CaMay 19, 2023Apr 28, 2023
Sean Foley BricmontSan Francisco, CaMay 19, 2023Apr 28, 2023
Stephen Robert MarottoLarkspur, CaMay 19, 2023Apr 28, 2023
Steven Christopher BonoMenlo Park, CaMay 23, 2023Nov 10, 2023
Bart Fred ZitnitskySan Francisco, CaMay 24, 2023May 5, 2023
Renee Provencher CapellaroLos Angeles, CaMay 24, 2023May 5, 2023
The rule
Registrations ended
May 19, 2023 to May 24, 2023
Registered next
Apr 28, 2023 to Nov 10, 2023
Branch state
CA
Cities
4, most in San Francisco, Ca
Registered there that day
593 (people still on IAPD; an estimate)
Share of that headcount
2.0%
Succession by the destination
none on the tape
Other teams out of J••• M••••• P•••••• W••••• A••••••• L••Other teams into M••••• S••••••