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Team lift-out

16 advisors left S••••••• F•••••••• S•••••••• I••• for L•• F•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Edgardo BruzzoneSan Mateo, CaSep 4, 2020Aug 19, 2020
Jason Christopher HeiseSacramento, CaSep 4, 2020Aug 19, 2020
Justin Charles SkeltonSan Mateo, CaSep 4, 2020Aug 19, 2020
Neil Kristian FlukenSacramento, CaSep 4, 2020Aug 19, 2020
Richard Anthony DiregoloSacramento, CaSep 4, 2020Aug 19, 2020
Robert Lyle OstenbergLos Gatos, CaSep 4, 2020Aug 19, 2020
Stephen Henry GrocholSan Mateo, CaSep 4, 2020Aug 20, 2020
Valerie CisnerosSan Mateo, CaSep 4, 2020Aug 19, 2020
Aaron Brendan MooreSan Mateo, CaSep 8, 2020Aug 6, 2021
Christopher Michael ManziSan Mateo, CaSep 8, 2020Aug 19, 2020
Jerald Frank HendersonSan Mateo, CaSep 8, 2020Aug 19, 2020
Joseph David WinslowSan Mateo, CaSep 8, 2020Aug 19, 2020
Kevin LyleSan Mateo, CaSep 8, 2020Aug 20, 2020
Patrick David McandrewSan Mateo, CaSep 8, 2020Aug 19, 2020
Peter Martin EvansSan Mateo, CaSep 8, 2020Aug 19, 2020
Matthew Benjamin BondLos Gatos, CaSep 11, 2020Aug 19, 2020
The rule
Registrations ended
Sep 4, 2020 to Sep 11, 2020
Registered next
Aug 19, 2020 to Aug 6, 2021
Branch state
CA
Cities
3, most in San Mateo, Ca
Registered there that day
876 (people still on IAPD; an estimate)
Share of that headcount
1.8%
Succession by the destination
none on the tape
Other teams out of S••••••• F•••••••• S•••••••• I•••Other teams into L•• F•••••••• L••