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Team lift-out

2 advisors left W•••• F•••• A••••••• for J••• M••••• P•••••• W••••• A••••••• L••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Thomas Benjamin MetzgerSacramento, CaSep 28, 2022Sep 30, 2022
Clark Cannon PingreeSan Francisco, CaOct 11, 2022Oct 28, 2022
The rule
Registrations ended
Sep 28, 2022 to Oct 11, 2022
Registered next
Sep 30, 2022 to Oct 28, 2022
Branch state
CA
Cities
2, most in Roseville, Ca
Registered there that day
13,910 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape