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Team lift-out

2 advisors left F•••••••• D••••••••• I••• for F••••• W••••• S•••••••• I•••

mixed wealthtootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Evan Samuel HartsteinStockton, CaApr 23, 2021Jan 11, 2021
Kevin Eugene MahoneyStockton, CaApr 23, 2021Jan 11, 2021
Tolen Clement TeigenStockton, CaApr 23, 2021Jan 11, 2021
The rule
Registrations ended
Apr 23, 2021
Registered next
Jan 11, 2021
Branch state
CA
Cities
1, most in Stockton, Ca
Registered there that day
3 (people still on IAPD; an estimate)
Share of that headcount
67%
Succession by the destination
none on the tape