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Firm absorbed

3 advisors left G••••• M•••••••• B••• M••••••••• for P•••••• I••••••••• M••••••••• C•••••• L••

independent RIAtoasset managerOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Eric Lazarus StroimanSan Francisco, CaApr 29, 2022May 2, 2022
Shaun Stephen JohnsonSolana Beach, CaApr 29, 2022May 2, 2022
Stephanie NgSolana Beach, CaApr 29, 2022May 2, 2022
The rule
Registrations ended
Apr 29, 2022
Registered next
May 2, 2022
Branch state
CA
Cities
2, most in Solana Beach, Ca
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
75%
Succession by the destination
none on the tape