The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Team lift-out

3 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
Megan Marie StirratLaguna Hills, CaAug 17, 2023Aug 16, 2023
Minhlan Thi NguyenIrvine, CaAug 17, 2023Jan 1, 2025
Tenley Young HardtIrvine, CaAug 17, 2023Aug 16, 2023
The rule
Registrations ended
Aug 17, 2023
Registered next
Aug 16, 2023 to Jan 1, 2025
Branch state
CA
Cities
2, most in Irvine, Ca
Registered there that day
23,628 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape