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Team lift-out

2 advisors left S•••••••• W•••••• L•• for S•••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Victoria Marie MurphyLos Angeles, CaJun 4, 2025Sep 24, 2025
Matthew Austin KellerLos Angeles, CaJun 17, 2025Jan 2, 2026
The rule
Registrations ended
Jun 4, 2025 to Jun 17, 2025
Registered next
Sep 24, 2025 to Jan 2, 2026
Branch state
CA
Cities
1, most in Los Angeles, Ca
Registered there that day
32 (people still on IAPD; an estimate)
Share of that headcount
6.3%
Succession by the destination
none on the tape