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Team lift-out

2 advisors left E•••••••• A•••••••• L•• for F••••••• P••••••• A•• W•••••••• A•••••••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Derrick LeeSan Francisco, CaAug 7, 2023Sep 8, 2023
Jacob NumainvilleSan Francisco, CaAug 15, 2023Sep 19, 2023
The rule
Registrations ended
Aug 7, 2023 to Aug 15, 2023
Registered next
Sep 8, 2023 to Sep 19, 2023
Branch state
CA
Cities
1, most in San Francisco, Ca
Registered there that day
3,280 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape