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Team lift-out

6 advisors left M••••• S•••••• for J••• M••••• P•••••• W••••• A••••••• L••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Boaz ChanLos Gatos, CaMay 11, 2022Apr 19, 2022
Jennifer Anne SeacristLos Gatos, CaMay 11, 2022Apr 19, 2022
Nicholas Joseph PetersonLos Gatos, CaMay 11, 2022Apr 19, 2022
Sarah Scholz MijtsLos Gatos, CaMay 11, 2022Apr 19, 2022
Hooi Ling LimPalo Alto, CaMay 13, 2022Apr 19, 2022
Xichan LiuLos Gatos, CaMay 13, 2022Apr 19, 2022
The rule
Registrations ended
May 11, 2022 to May 13, 2022
Registered next
Apr 19, 2022
Branch state
CA
Cities
2, most in Los Gatos, Ca
Registered there that day
18,174 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of M••••• S••••••Other teams into J••• M••••• P•••••• W••••• A••••••• L••