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Team lift-out

3 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for S•••••••• A•••••••• L••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Christopher Talty KennyWalnut Creek, CaJun 12, 2020Jun 10, 2020
Edward Thomas ChristiansenWalnut Creek, CaJun 12, 2020Jun 10, 2020
Shawna Terese Shevlin PartainWalnut Creek, CaJun 12, 2020Jun 10, 2020
The rule
Registrations ended
Jun 12, 2020
Registered next
Jun 10, 2020
Branch state
CA
Cities
1, most in Walnut Creek, Ca
Registered there that day
21,804 (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 S•••••••• A•••••••• L••