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Team lift-out

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

national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Christopher Charles SouliosWoodland Hills, CaJun 24, 2019Jun 21, 2019
Michael Dennis ToomeyLos Angeles, CaJun 25, 2019Jun 25, 2019
The rule
Registrations ended
Jun 24, 2019 to Jun 25, 2019
Registered next
Jun 21, 2019 to Jun 25, 2019
Branch state
CA
Cities
2, most in Woodland Hills, Ca
Registered there that day
8,739 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape