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Team lift-out

4 advisors left U••• B•••••• A•••••••• L•• for L•• F•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew Ricardo RoybalRamona, CaJul 8, 2020Jun 26, 2020
Betsy T EdmunsonLa Jolla, CaJul 8, 2020Jun 26, 2020
Kirsten Carol RoybalCarlsbad, CaJul 8, 2020Jun 26, 2020
Rafael Fernandes MolinaLajolla, CaJul 9, 2020Jun 26, 2020
The rule
Registrations ended
Jul 8, 2020 to Jul 9, 2020
Registered next
Jun 26, 2020
Branch state
CA
Cities
4, most in Ramona, Ca
Registered there that day
179 (people still on IAPD; an estimate)
Share of that headcount
2.2%
Succession by the destination
none on the tape
Other teams out of U••• B•••••• A•••••••• L••Other teams into L•• F•••••••• L••