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Team lift-out

4 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
Dallas R. WatsonOrangevale, CaJul 9, 2020Aug 19, 2020
Alex M. ParsonsSeal Beach, CaJul 15, 2020Sep 2, 2020
Brandon Alexander BellLos Altos, CaJul 28, 2020Aug 19, 2020
Brandy SavageSan Francisco, CaAug 10, 2020Sep 15, 2020
The rule
Registrations ended
Jul 9, 2020 to Aug 10, 2020
Registered next
Aug 19, 2020 to Sep 15, 2020
Branch state
CA
Cities
4, most in Orangevale, Ca
Registered there that day
21,859 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape