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Team lift-out

4 advisors left E••••• J•••• for L•• F•••••••• L••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Malik Jamaal MalloryRancho Cucamonga, CaMay 23, 2023May 23, 2023
Gregory Allen PeeblesWalnut Creek, CaJun 1, 2023Jun 2, 2023
Mary Magdalene VeghSanta Monica, CaJun 1, 2023May 15, 2023
Shannon SchmidtVacaville, CaJun 3, 2023Jun 2, 2023
The rule
Registrations ended
May 23, 2023 to Jun 3, 2023
Registered next
May 15, 2023 to Jun 2, 2023
Branch state
CA
Cities
4, most in Rancho Cucamonga, Ca
Registered there that day
19,162 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape