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Team lift-out

4 advisors left M••••• S•••••• for J••• M••••• S••••••••• L••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Nick HoggLong Beach, CaMay 28, 2025Jun 13, 2025
Shelley CairnsWalnut Creek, CaMay 28, 2025May 27, 2025
Piers RossIrvine, CaJun 2, 2025Jul 29, 2025
Helen Haihong ZhaoLos Angeles, CaJun 16, 2025Aug 25, 2025
The rule
Registrations ended
May 28, 2025 to Jun 16, 2025
Registered next
May 27, 2025 to Aug 25, 2025
Branch state
CA
Cities
4, most in Walnut Creek, Ca
Registered there that day
21,366 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape