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Channel change (one enterprise)

14 advisors moved from W•••• F•••• A••••••• to W•••• F•••• A•••••••

Not a lift-out: the two CRDs file under the same business name, so the two CRDs are one enterprise and nobody left anyone. A channel switch, an integration after an acquisition or an affiliate transfer. Never counted as a team in or out.

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
David John AndersonEl Segundo, CaMay 12, 2023May 12, 2023
John Gerard ArensdorfEl Segundo, CaMay 12, 2023May 12, 2023
Kathryn Anne SunicoEl Segundo, CaMay 12, 2023May 12, 2023
Kristopher RaneyEl Segundo, CaMay 12, 2023May 12, 2023
Eric SolisRoseville, CaMay 19, 2023May 19, 2023
Jeremy Scott HearonSacramento, CaMay 19, 2023May 22, 2023
Randi O'NeillSan Jose, CaMay 19, 2023May 23, 2023
Araceli SolisSacramento, CaMay 22, 2023May 22, 2023
Christine KovalekSacramento, CaMay 22, 2023May 22, 2023
Laura KellejianSacramento, CaMay 22, 2023May 23, 2023
Bradley BarnblattSan Francisco, CaJun 2, 2023Jun 2, 2023
Jennifer LauSan Francisco, CaJun 2, 2023Jun 5, 2023
Joshua NowasellSan Francisco, CaJun 2, 2023Jun 5, 2023
Ralph GarciaSan Mateo, CaJun 2, 2023Jun 2, 2023
The rule
Registrations ended
May 12, 2023 to Jun 2, 2023
Registered next
May 12, 2023 to Jun 5, 2023
Branch state
CA
Cities
6, most in El Segundo, Ca
Registered there that day
13,776 (people still on IAPD; an estimate)
Share of that headcount
0.1%
One enterprise because
the two CRDs file under the same business name
Succession by the destination
none on the tape
Other teams out of W•••• F•••• A•••••••Other teams into W•••• F•••• A•••••••