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Team lift-out

2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for E••••• J••••

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Kyran MillionSan Luis Obispo, CaJul 22, 2025Jul 18, 2025
Eduardo Munoz PerezMonterey, CaJul 30, 2025Aug 1, 2025
The rule
Registrations ended
Jul 22, 2025 to Jul 30, 2025
Registered next
Jul 18, 2025 to Aug 1, 2025
Branch state
CA
Cities
2, most in Bakersfield, Ca
Registered there that day
24,480 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape