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Team lift-out

3 advisors left W••••••••• R••••••••• A••••••• for K••••• A••••••• S•••••••• L••

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Eszter Klara KochAliso Viejo, CaOct 2, 2015Apr 21, 2016
Frederick James BlockAliso Viejo, CaOct 2, 2015May 5, 2016
Gregory GavranAliso Viejo, CaOct 2, 2015Apr 25, 2016
The rule
Registrations ended
Oct 2, 2015
Registered next
Apr 21, 2016 to May 5, 2016
Branch state
CA
Cities
1, most in Aliso Viejo, Ca
Registered there that day
42 (people still on IAPD; an estimate)
Share of that headcount
7.1%
Succession by the destination
a succession within a year (Apr 7, 2016), not necessarily this firm