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Team lift-out

2 advisors left B•• S••••• C•••••• H••••••• for P•••••• C••••• I•••••••••

mixed wealthtostate registeredRIA to a state-registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Denisse ArebaloFremont, CaApr 10, 2024May 17, 2024
Ekenna S Anya-GafuFremont, CaApr 10, 2024May 17, 2024
The rule
Registrations ended
Apr 10, 2024
Registered next
May 17, 2024
Branch state
CA
Cities
2, most in Fremont, Ca
Registered there that day
2 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape