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Firm absorbed

3 advisors left G•••••• C•••••• L•• for G•••••• C•••••• L••

no RAUMtoasset managerOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Ahmad Surosh RashidiSan Diego, CaJun 30, 2021May 30, 2025
Katherine Rose LockSan Diego, CaJun 30, 2021May 30, 2025
Matthew Robert KliberSan Diego, CaJun 30, 2021May 30, 2025
The rule
Registrations ended
Jun 30, 2021
Registered next
May 30, 2025
Branch state
CA
Cities
1, most in San Diego, Ca
Registered there that day
3 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape