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

4 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for J••• M••••• S••••••••• L••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Scott E Mac CormacConcord, CaApr 9, 2018Apr 9, 2018
Bradford Lee GoldWoodland Hills, CaApr 19, 2018Sep 26, 2025
Gregory Michael FieldsLos Angeles, CaApr 19, 2018Apr 26, 2018
Nora JashariLoma Linda, CaApr 30, 2018May 8, 2018
The rule
Registrations ended
Apr 9, 2018 to Apr 30, 2018
Registered next
Apr 9, 2018 to Sep 26, 2025
Branch state
CA
Cities
4, most in Concord, Ca
Registered there that day
20,102 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape