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Team lift-out

3 advisors left R•• C•••••• M••••••• L•• for M••••• S••••••

national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Courtney HershbergerSan Francisco, CaSep 6, 2023Aug 16, 2023
Gabriel AguirreSan Francisco, CaSep 6, 2023Aug 17, 2023
Ryan Patrick WilsonPalm Desert, CaSep 6, 2023Aug 17, 2023
The rule
Registrations ended
Sep 6, 2023
Registered next
Aug 16, 2023 to Aug 17, 2023
Branch state
CA
Cities
2, most in San Francisco, Ca
Registered there that day
3,170 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape