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Team lift-out

13 advisors left 2•••• C•••••• M••••••••• I•• for A••••••• A••••••• S•••••••• L••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Adan Herrera DiazCosta Mesa, CaJan 2, 2019Nov 1, 2021
Amy Rogers BlodgettCosta Mesa, CaJan 2, 2019Nov 1, 2021
Bartley Arthur CorfeeCosta Mesa, CaJan 2, 2019Nov 1, 2021
Bryan Stanley KoppelCosta Mesa, CaJan 2, 2019Nov 1, 2021
Eric Donovan StevensCosta Mesa, CaJan 2, 2019Nov 1, 2021
Garrett Heath GermanExeter, CaJan 2, 2019Nov 1, 2021
Jeffrey James HeitzmanCosta Mesa, CaJan 2, 2019Nov 1, 2021
John Robert FeldmanCosta Mesa, CaJan 2, 2019Nov 1, 2021
Karina Teresa Chang CamachoCosta Mesa, CaJan 2, 2019Nov 1, 2021
Kelby Kenneth WendzelCosta Mesa, CaJan 2, 2019Nov 1, 2021
Kevin Michael GrunawaltCosta Mesa, CaJan 2, 2019Nov 1, 2021
Kristen Lynn ChirhartCosta Mesa, CaJan 2, 2019Nov 1, 2021
Rita Maria AbraldesCosta Mesa, CaJan 2, 2019Nov 1, 2021
The rule
Registrations ended
Jan 2, 2019
Registered next
Nov 1, 2021
Branch state
CA
Cities
2, most in Costa Mesa, Ca
Registered there that day
28 (people still on IAPD; an estimate)
Share of that headcount
46%
Succession by the destination
none on the tape
Other teams out of 2•••• C•••••• M••••••••• I••Other teams into A••••••• A••••••• S•••••••• L••