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Team lift-out

5 advisors left O•••• W•••••• I••• for C••••• I••••••••• A••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Donn Sandy LevineSan Ramon, CaJul 27, 2026Jul 23, 2026
Michael Gerard TateSan Ramon, CaJul 27, 2026Jul 24, 2026
Nikolai Matthew PapaSan Ramon, CaJul 27, 2026Jul 23, 2026
Harry BonnSan Ramon, CaJul 30, 2026Jul 24, 2026
Sanjay DharSan Ramon, CaJul 30, 2026Jul 27, 2026
The rule
Registrations ended
Jul 27, 2026 to Jul 30, 2026
Registered next
Jul 23, 2026 to Jul 27, 2026
Branch state
CA
Cities
1, most in San Ramon, Ca
Registered there that day
8,016 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of O•••• W•••••• I•••Other teams into C••••• I••••••••• A••••••• L••