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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
Philip A. TringaliDel Rey Oaks, CaApr 12, 2023May 1, 2023
Aaron JohnsonRoseville, CaApr 19, 2023Jul 14, 2023
Haig BoghossianEncino, CaApr 19, 2023Jun 26, 2023
The rule
Registrations ended
Apr 12, 2023 to Apr 19, 2023
Registered next
May 1, 2023 to Jul 14, 2023
Branch state
CA
Cities
3, most in Del Rey Oaks, Ca
Registered there that day
13,790 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape