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Team lift-out

5 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for J••• M••••• P•••••• W••••• A••••••• L••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
John F SchorkCoronado, CaSep 4, 2020Aug 11, 2020
Brian John AddingtonSan Francisco, CaSep 15, 2020Sep 11, 2020
Kristin Sullivan ChasetSan Francisco, CaSep 15, 2020Sep 11, 2020
Naing LinSan Francisco, CaSep 15, 2020Sep 11, 2020
Susan My FongSan Francisco, CaSep 15, 2020Sep 11, 2020
The rule
Registrations ended
Sep 4, 2020 to Sep 15, 2020
Registered next
Aug 11, 2020 to Sep 11, 2020
Branch state
CA
Cities
2, most in San Francisco, Ca
Registered there that day
21,989 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Other teams into J••• M••••• P•••••• W••••• A••••••• L••