The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Team lift-out

2 advisors left M••••• S•••••• for W•••• F•••• A•••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Deepa VenkatachalamPleasanton, CaMar 18, 2022Apr 1, 2022
Anita Marie DoughertyLong Beach, CaMar 30, 2022Mar 16, 2022
The rule
Registrations ended
Mar 18, 2022 to Mar 30, 2022
Registered next
Mar 16, 2022 to Apr 1, 2022
Branch state
CA
Cities
2, most in Pleasanton, Ca
Registered there that day
18,001 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape