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Team lift-out

3 advisors left W•••• F•••• A••••••• for F••••••• P••••••• A•• W•••••••• A•••••••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Yemil AponteRiverside, CaMar 25, 2021Feb 17, 2022
Luis Antonio MercadoPalo Alto, CaApr 7, 2021May 17, 2021
Maricela AbdishouFresno, CaApr 14, 2021Dec 9, 2022
The rule
Registrations ended
Mar 25, 2021 to Apr 14, 2021
Registered next
May 17, 2021 to Dec 9, 2022
Branch state
CA
Cities
3, most in Riverside, Ca
Registered there that day
14,334 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape