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Team lift-out

2 advisors left S••••• I••••••••• A•••••••• L•• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Katrina Anatolyevna SablePasadena, CaMay 20, 2026May 11, 2026
Perris Clayton KaufmanWoodland Hills, CaMay 20, 2026May 12, 2026
Raffi Nicholas TutuyanWoodland Hills, CaMay 20, 2026May 11, 2026
Rakesh Surendra PatelPasadena, CaMay 20, 2026May 11, 2026
The rule
Registrations ended
May 20, 2026
Registered next
May 11, 2026 to May 12, 2026
Branch state
CA
Cities
2, most in Pasadena, Ca
Registered there that day
92 (people still on IAPD; an estimate)
Share of that headcount
2.2%
Succession by the destination
none on the tape