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

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

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Artin ZakarianLos Angeles, CaJul 25, 2024Jul 1, 2024
Erik Robert KlingerMarina Del Rey, CaJul 25, 2024Jul 1, 2024
Michael Jason BeiterMurrieta, CaJul 26, 2024Jul 22, 2024
The rule
Registrations ended
Jul 25, 2024 to Jul 26, 2024
Registered next
Jul 1, 2024 to Jul 22, 2024
Branch state
CA
Cities
3, most in Los Angeles, Ca
Registered there that day
11,542 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape