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Team lift-out

2 advisors left C•••••••• G••••• M•••••• I••• for L•• F•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Mark Richard TurnerWest Hollywood, CaFeb 4, 2026Mar 24, 2026
Matan Jonathan SteinBeverly Hills, CaFeb 4, 2026Apr 15, 2026
The rule
Registrations ended
Feb 4, 2026
Registered next
Mar 24, 2026 to Apr 15, 2026
Branch state
CA
Cities
2, most in West Hollywood, Ca
Registered there that day
2,302 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape