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Team lift-out

2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for C•••••• S••••• • C••• I•••

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Husnia LutfiPleasanton, CaJan 2, 2022Feb 16, 2022
Joseph John NajarianScotts Valley, CaJan 4, 2022May 9, 2022
The rule
Registrations ended
Jan 2, 2022 to Jan 4, 2022
Registered next
Feb 16, 2022 to May 9, 2022
Branch state
CA
Cities
2, most in Pleasanton, Ca
Registered there that day
21,994 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape