The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Team lift-out

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

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Robert Alexander Long LelandRedwood Shores, CaJan 24, 2024Jan 18, 2024
Clifford Eugene BreedenTustin, CaJan 30, 2024Nov 4, 2024
The rule
Registrations ended
Jan 24, 2024 to Jan 30, 2024
Registered next
Jan 18, 2024 to Nov 4, 2024
Branch state
CA
Cities
2, most in Redwood Shores, Ca
Registered there that day
11,227 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape