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Team lift-out

2 advisors left C••••• A•••••• N••••••• L•• for I••••••••• F•••••••• G••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Gary Wayne MorrisArcadia, CaJul 6, 2018Jan 5, 2026
Gene Alen De YoungGlendora, CaJul 6, 2018Jul 2, 2018
The rule
Registrations ended
Jul 6, 2018
Registered next
Jul 2, 2018 to Jan 5, 2026
Branch state
CA
Cities
2, most in Arcadia, Ca
Registered there that day
543 (people still on IAPD; an estimate)
Share of that headcount
0.4%
Succession by the destination
none on the tape