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Team lift-out

2 advisors left L•• F•••••••• L•• for V••••• W••••• S••••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
James Michael AdgarAlameda, CaApr 4, 2018Dec 13, 2017
Narine K MardanyanLaguna Hills, CaApr 4, 2018Jan 12, 2018
The rule
Registrations ended
Apr 4, 2018
Registered next
Dec 13, 2017 to Jan 12, 2018
Branch state
CA
Cities
2, most in Alameda, Ca
Registered there that day
7,806 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape