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Team lift-out

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

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Jennifer FernandezSanta Monica, CaApr 30, 2020Oct 1, 2021
Ciaran MccullaughSacramento, CaMay 6, 2020Jun 18, 2020
Christian Allen KenneySan Jose, CaMay 18, 2020Oct 6, 2020
Hoi Yan Maggie ChanLafayette, CaMay 18, 2020Jun 18, 2020
Nathaniel LinfordMountain View, CaMay 18, 2020Aug 28, 2020
Nhan DangLos Altos, CaMay 18, 2020Jun 29, 2020
Justin T SaarLivermore, CaJun 1, 2020Jun 18, 2020
The rule
Registrations ended
Apr 30, 2020 to Jun 1, 2020
Registered next
Jun 18, 2020 to Oct 1, 2021
Branch state
CA
Cities
6, most in Mountain View, Ca
Registered there that day
21,758 (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 F••••••• P••••••• A•• W•••••••• A•••••••