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Team lift-out

3 advisors left R•••••• J•••• • A••••••••• I••• for M••••• S••••••

national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
David LungNewport Beach, CaAug 3, 2022Jul 22, 2022
Irena HsiaoNewport Beach, CaAug 4, 2022Jul 22, 2022
Becky Chang YaoNewport Beach, CaAug 16, 2022Jul 22, 2022
The rule
Registrations ended
Aug 3, 2022 to Aug 16, 2022
Registered next
Jul 22, 2022
Branch state
CA
Cities
1, most in Newport Beach, Ca
Registered there that day
4,421 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape