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Team lift-out

2 advisors left C••••• M•••••• for L•• F•••••••• L••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Bradley Darren SicoffIrvine, CaOct 9, 2023Oct 9, 2023
Bruce PorterIrvine, CaOct 9, 2023Oct 9, 2023
The rule
Registrations ended
Oct 9, 2023
Registered next
Oct 9, 2023
Branch state
CA
Cities
1, most in Irvine, Ca
Registered there that day
42 (people still on IAPD; an estimate)
Share of that headcount
4.8%
Succession by the destination
none on the tape