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Team lift-out

2 advisors left L•• F•••••••• L•• for M•••••• W••••• M•••••••••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Michael Shawn AnthonySan Diego, CaJun 15, 2026Jun 1, 2026
Rickie Gale WaltersSan Diego, CaJun 15, 2026Jun 1, 2026
The rule
Registrations ended
Jun 15, 2026
Registered next
Jun 1, 2026
Branch state
CA
Cities
1, most in San Diego, Ca
Registered there that day
22,739 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape