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Team lift-out

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

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Sang Hyun LeeNewport Beach, CaJun 28, 2024Jun 28, 2024
Edward Ryan Ganzon BondocNapa, CaJul 3, 2024Jul 19, 2024
Salvador Cervantes EsquivelCarmel, CaJul 11, 2024Jan 27, 2025
Adam AnakotaCupertino, CaJul 17, 2024Jul 15, 2024
The rule
Registrations ended
Jun 28, 2024 to Jul 17, 2024
Registered next
Jun 28, 2024 to Jan 27, 2025
Branch state
CA
Cities
4, most in Newport Beach, Ca
Registered there that day
23,558 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape