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Team lift-out

2 advisors left E••••• J•••• for A••••••••• F•••••••• S•••••••• L••

national BDtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
The rule
Registrations ended
Jun 6, 2022 to Jun 7, 2022
Registered next
Jun 3, 2022
Branch state
CA
Cities
2, most in Upland, Ca
Registered there that day
18,422 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape