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Team lift-out

2 advisors left P•••• S••••••••• L•• for F••••••• P••••••• A•• W•••••••• A•••••••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Brendan PeaseRoseville, CaJan 7, 2024Mar 19, 2024
John Von BurenEl Segundo, CaJan 11, 2024Jan 25, 2024
The rule
Registrations ended
Jan 7, 2024 to Jan 11, 2024
Registered next
Jan 25, 2024 to Mar 19, 2024
Branch state
CA
Cities
2, most in Roseville, Ca
Registered there that day
2,179 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape