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Team lift-out

2 advisors left C•••••• S••••• • C••• I••• for W•••• F•••• A•••••••

national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Shirine Varsha PrasadCampbell, CaJan 9, 2024Feb 6, 2024
Brian StevensCupertino, CaJan 10, 2024Feb 7, 2024
The rule
Registrations ended
Jan 9, 2024 to Jan 10, 2024
Registered next
Feb 6, 2024 to Feb 7, 2024
Branch state
CA
Cities
2, most in Campbell, Ca
Registered there that day
5,283 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape