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Team lift-out

8 advisors left O•••• W•••••• I••• for C••••••••• F•••••••• N••••••

BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Daniel John McmahonCarlsbad, CaMay 3, 2024May 2, 2024
Gregory David FoxCarlsbad, CaMay 3, 2024May 2, 2024
Jeffrey Aaron GardnerCarlsbad, CaMay 3, 2024May 3, 2024
Patricia Jean PosadaCarlsbad, CaMay 3, 2024May 2, 2024
Steve Ray StatzerCarlsbad, CaMay 3, 2024May 2, 2024
Steven RubinsteinCarlsbad, CaMay 3, 2024May 2, 2024
Todd Anthony OberlinCarlsbad, CaMay 3, 2024May 2, 2024
Michael Charles GallopCarlsbad, CaMay 6, 2024May 2, 2024
The rule
Registrations ended
May 3, 2024 to May 6, 2024
Registered next
May 2, 2024 to May 3, 2024
Branch state
CA
Cities
1, most in Carlsbad, Ca
Registered there that day
4,644 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape
Other teams out of O•••• W•••••• I•••Other teams into C••••••••• F•••••••• N••••••