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

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

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Prentice Eugene ParrOntario, CaNov 19, 2020Nov 17, 2020
Roman RodriguezPasadena, CaNov 27, 2020Dec 17, 2020
The rule
Registrations ended
Nov 19, 2020 to Nov 27, 2020
Registered next
Nov 17, 2020 to Dec 17, 2020
Branch state
CA
Cities
2, most in Ontario, Ca
Registered there that day
22,184 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape