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RIA Intelligence

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Team lift-out

23 advisors left J••• M••••• P•••••• W••••• A••••••• L•• for I•• C••••••• L••

BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Aaron Ross PricePalo Alto, CaJun 4, 2019Jun 27, 2019
Alan ZafranPalo Alto, CaJun 4, 2019Mar 25, 2020
Alexander Gregory JackPalo Alto, CaJun 4, 2019Jun 7, 2019
Alexander John-Hubert BruggerPalo Alto, CaJun 4, 2019Jun 7, 2019
Brendon Makana KempinPalo Alto, CaJun 4, 2019Jun 11, 2019
Christian Edward NelsonPalo Alto, CaJun 4, 2019Jun 11, 2019
Daniel James Henry NowakPalo Alto, CaJun 4, 2019Jun 11, 2019
Dean Isaac HorwitzPalo Alto, CaJun 4, 2019Jun 7, 2019
Eric Scott HarrisonPalo Alto, CaJun 4, 2019Jun 7, 2019
Frank Joseph McfarlandLos Angeles, CaJun 4, 2019Jun 11, 2019
Garret Scott GigliaPalo Alto, CaJun 4, 2019Jun 7, 2019
Harry Thomas GuilfoylePalo Alto, CaJun 4, 2019Jun 7, 2019
Ian David LinfordPalo Alto, CaJun 4, 2019Jun 7, 2019
Jeffrey S WestsmithPalo Alto, CaJun 4, 2019Jun 11, 2019
Jennifer Louise YoungLos Angeles, CaJun 4, 2019Jan 1, 2026
Kevin Thomas BurtPalo Alto, CaJun 4, 2019Jan 20, 2021
Leon Alexander BaerPalo Alto, CaJun 4, 2019Jun 11, 2019
Robert John SkinnerPalo Alto, CaJun 4, 2019Mar 25, 2020
Ryan John PattersonPalo Alto, CaJun 4, 2019Jun 11, 2019
Samuel Curtis BrumbaughPalo Alto, CaJun 4, 2019Jun 7, 2019
Samuel Patrick ShephardLos Angeles, CaJun 4, 2019Jun 7, 2019
Spencer C HalyPalo Alto, CaJun 4, 2019Jun 7, 2019
Spencer Eric GordonPalo Alto, CaJun 4, 2019Jun 7, 2019
The rule
Registrations ended
Jun 4, 2019
Registered next
Jun 7, 2019 to Jan 1, 2026
Branch state
CA
Cities
2, most in Palo Alto, Ca
Registered there that day
359 (people still on IAPD; an estimate)
Share of that headcount
6.4%
Succession by the destination
none on the tape
Other teams out of J••• M••••• P•••••• W••••• A••••••• L••Other teams into I•• C••••••• L••