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Team lift-out

3 advisors left C•••• C•••••• S••••••••• L••• for I••••••••• F•••••••• G••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Christina WoodfordCayucos, CaFeb 9, 2024Feb 2, 2024
Matthew Caine SessaCayucos, CaFeb 9, 2024Feb 2, 2024
Timothy HayesCayucos, CaFeb 9, 2024Feb 2, 2024
The rule
Registrations ended
Feb 9, 2024
Registered next
Feb 2, 2024
Branch state
CA
Cities
1, most in Cayucos, Ca
Registered there that day
84 (people still on IAPD; an estimate)
Share of that headcount
3.6%
Succession by the destination
none on the tape