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Team lift-out

3 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
Hai DaoUpland, CaAug 30, 2024Sep 19, 2024
Mardiros Sahag EkmekjianBenicia, CaSep 9, 2024Sep 24, 2024
Manjit SinghSacramento, CaSep 18, 2024Oct 25, 2024
The rule
Registrations ended
Aug 30, 2024 to Sep 18, 2024
Registered next
Sep 19, 2024 to Oct 25, 2024
Branch state
CA
Cities
3, most in Alta Loma, Ca
Registered there that day
23,649 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape