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Team lift-out

4 advisors left J••• M••••• P•••••• W••••• A••••••• L•• for U•• F•••••••• S••••••• I•••

BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Brian Thomas CorleyWalnut Creek, CaFeb 1, 2021Jan 29, 2021
Daniel Justin GroverWalnut Creek, CaFeb 1, 2021Jan 29, 2021
Ross Christopher Michael GaudoinWalnut Creek, CaFeb 1, 2021Feb 11, 2021
Steven Anthony DrackertWalnut Creek, CaFeb 2, 2021Jan 29, 2021
The rule
Registrations ended
Feb 1, 2021 to Feb 2, 2021
Registered next
Jan 29, 2021 to Feb 11, 2021
Branch state
CA
Cities
1, most in Walnut Creek, Ca
Registered there that day
435 (people still on IAPD; an estimate)
Share of that headcount
0.9%
Succession by the destination
none on the tape
Other teams out of J••• M••••• P•••••• W••••• A••••••• L••Other teams into U•• F•••••••• S••••••• I•••