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Team lift-out

3 advisors left G••••• R••••••••• P••••••• L•• for G•••••••• F•••••••• A•••••••• L••

institutionaltoinstitutionalOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Douglas IgelSan Rafael, CaOct 6, 2025Oct 1, 2025
Elizabeth Ann WinslettSan Rafael, CaOct 6, 2025Oct 1, 2025
Kathleen Ann NilssonArcata, CaOct 6, 2025Oct 2, 2025
The rule
Registrations ended
Oct 6, 2025
Registered next
Oct 1, 2025 to Oct 2, 2025
Branch state
CA
Cities
2, most in San Rafael, Ca
Registered there that day
440 (people still on IAPD; an estimate)
Share of that headcount
0.7%
Succession by the destination
none on the tape