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Team lift-out

2 advisors left F•••• C••••••• I••••••• S•••••••• I••• for L•• F•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Pablo Martin SernaPasadena, CaOct 30, 2025Dec 11, 2025
Gustavo ArcePasadena, CaNov 3, 2025Dec 11, 2025
The rule
Registrations ended
Oct 30, 2025 to Nov 3, 2025
Registered next
Dec 11, 2025
Branch state
CA
Cities
1, most in Pasadena, Ca
Registered there that day
356 (people still on IAPD; an estimate)
Share of that headcount
0.6%
Succession by the destination
none on the tape