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Team lift-out

3 advisors left W•••• F•••• A••••••• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Theresa M RobertsSanta Rosa, CaOct 2, 2015Oct 9, 2015
Veronica Naomi KernPasadena, CaOct 15, 2015Dec 4, 2015
Daniel Alejandro RamirezPalm Desert, CaOct 23, 2015Oct 21, 2015
The rule
Registrations ended
Oct 2, 2015 to Oct 23, 2015
Registered next
Oct 9, 2015 to Dec 4, 2015
Branch state
CA
Cities
3, most in Santa Rosa, Ca
Registered there that day
12,903 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape