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Team lift-out

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

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Zachary RaymanSan Jose, CaMar 2, 2022Mar 1, 2022
Brendan Ignatius StoneSan Francisco, CaMar 14, 2022Mar 11, 2022
The rule
Registrations ended
Mar 2, 2022 to Mar 14, 2022
Registered next
Mar 1, 2022 to Mar 11, 2022
Branch state
CA
Cities
2, most in San Jose, Ca
Registered there that day
21,923 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape