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Team lift-out

4 advisors left O••••••••• • C•• I••• for S•••••• N••••••• • C••••••• I•••••••••

BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
David Andrew AllenLos Angeles, CaJun 20, 2025Jun 17, 2025
Qiu Xue YangLos Angeles, CaJun 20, 2025Jun 17, 2025
Robert W DalieLa Canada Flintridge, CaJun 20, 2025Jun 17, 2025
Savannah L PincusSan Diego, CaJun 20, 2025Jun 17, 2025
The rule
Registrations ended
Jun 20, 2025
Registered next
Jun 17, 2025
Branch state
CA
Cities
3, most in Los Angeles, Ca
Registered there that day
1,092 (people still on IAPD; an estimate)
Share of that headcount
0.4%
Succession by the destination
none on the tape
Other teams out of O••••••••• • C•• I•••Other teams into S•••••• N••••••• • C••••••• I•••••••••