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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
Sadaf RashidinezamiPalo Alto, CaApr 4, 2025Apr 14, 2025
Paul Louis GoudyBurlingame, CaApr 7, 2025Mar 31, 2025
The rule
Registrations ended
Apr 4, 2025 to Apr 7, 2025
Registered next
Mar 31, 2025 to Apr 14, 2025
Branch state
CA
Cities
2, most in Palo Alto, Ca
Registered there that day
12,007 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape