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Team lift-out

3 advisors left A••••••••• F•••••••• S•••••••• L•• for R•••••• J•••• • A••••••••• I•••

national BDtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Julia Marie BicaCypress, CaJul 13, 2026Jul 8, 2026
Cory J MatsumotoIrvine, CaJul 23, 2026Jul 7, 2026
Rey Louie CarandangCosta Mesa, CaJul 24, 2026Jul 6, 2026
The rule
Registrations ended
Jul 13, 2026 to Jul 24, 2026
Registered next
Jul 6, 2026 to Jul 8, 2026
Branch state
CA
Cities
3, most in Cypress, Ca
Registered there that day
12,928 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape