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Team lift-out

39 advisors left U••• B•••••• A•••••••• L•• for U••• B•••••• I••••••••• I•••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Brian HernandezOrange, CaMay 31, 2023Jun 2, 2023
David Amarante ChavezIrvine, CaMay 31, 2023Jun 2, 2023
Debby L KurniawatiWalnut Creek, CaMay 31, 2023Jun 2, 2023
Dustin W HansenLos Angeles, CaMay 31, 2023Jun 2, 2023
Jeanne Marie AbrahamSanta Barbara, CaMay 31, 2023May 31, 2023
Kin Yi Chow-SantiagoEncinitas, CaMay 31, 2023Jun 2, 2023
Lawrence LamFountain Valley, CaMay 31, 2023Jun 2, 2023
Mario HernandezBeverly Hills, CaMay 31, 2023Jun 2, 2023
Nelson Patrick CooneySan Francisco, CaMay 31, 2023Jun 2, 2023
Peter Baldwin BogardusSan Francisco, CaMay 31, 2023Jun 2, 2023
Sahar HejaziBurlingame, CaMay 31, 2023Jun 2, 2023
Sanjay Gobind ChuganiLos Angeles, CaMay 31, 2023Jun 2, 2023
Sean David ClarkSan Clemente, CaMay 31, 2023Jun 2, 2023
Sharon A GreenHollister, CaMay 31, 2023Jun 2, 2023
Shelly Guan ChiaSan Marino, CaMay 31, 2023Jun 2, 2023
Stuart Michael GlennSanta Barbara, CaMay 31, 2023Jun 2, 2023
Tyler Blake BrasfieldSan Francisco, CaMay 31, 2023Jun 2, 2023
Zhanna FishBeverly Hills, CaMay 31, 2023Jun 2, 2023
Ana Ha LeSan Carlos, CaJun 1, 2023Jun 2, 2023
Daniel Patrick WeeksNewport Beach, CaJun 1, 2023Jun 2, 2023
Jacquelynn MaxonWalnut Creek, CaJun 1, 2023Jun 2, 2023
Johnny Tzu-Hua LiuHuntington Beach, CaJun 1, 2023Jun 2, 2023
Lisa Jean RookairdSan Francisco, CaJun 1, 2023Jun 2, 2023
Maeda Ann WebsterLajolla, CaJun 1, 2023Jun 5, 2023
Mark Anthony MigrinoLa Habra, CaJun 1, 2023Jun 2, 2023
Maryann WolfendenBeverly Hills, CaJun 1, 2023Jun 2, 2023
Pablo Joshua ThompsonSan Diego, CaJun 1, 2023Jun 2, 2023
Regina Anne SusaSan Jose, CaJun 1, 2023Jun 2, 2023
Robin Doreen MartinSacramento, CaJun 1, 2023Jun 2, 2023
Ron LeiboviciLos Angeles, CaJun 1, 2023Jun 2, 2023
Sigrid Baysa SmithSan Diego, CaJun 1, 2023Jun 2, 2023
Tamim NaemiDanville, CaJun 1, 2023Jun 2, 2023
Takeshi Mark YamadaWalnut Creek, CaJun 2, 2023Jun 22, 2023
Yong Joon ChoPalm Desert, CaJun 2, 2023Jun 2, 2023
Christopher John O'ConnorMontecito, CaJun 6, 2023Jun 14, 2023
Lee Thomas GagneSolana Beach, CaJun 9, 2023Feb 18, 2025
Zenaida C TsungSan Francisco, CaJun 11, 2023Jun 13, 2023
Michael Craig ForgeaWalnut Creek, CaJun 20, 2023Jun 16, 2023
The rule
Registrations ended
May 31, 2023 to Jun 20, 2023
Registered next
May 31, 2023 to Feb 18, 2025
Branch state
CA
Cities
25, most in San Francisco, Ca
Registered there that day
144 (people still on IAPD; an estimate)
Share of that headcount
27%
Succession by the destination
none on the tape
Other teams out of U••• B•••••• A•••••••• L••Other teams into U••• B•••••• I••••••••• I•••