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 L•• F•••••••• L•• for O•••• W•••••• I•••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Brett Matthew HainsSan Diego, CaMay 26, 2026May 15, 2026
Michael Thomas MundoSan Diego, CaJun 4, 2026May 21, 2026
The rule
Registrations ended
May 26, 2026 to Jun 4, 2026
Registered next
May 15, 2026 to May 21, 2026
Branch state
CA
Cities
1, most in San Diego, Ca
Registered there that day
22,625 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape