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Team lift-out

2 advisors left I••••••••• F•••••••• G••••• L•• for K••••• A••••••• S•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Brian Hayden SolomonEncinitas, CaJun 20, 2025Jun 19, 2025
Kai Matthew SwickEncinitas, CaJun 20, 2025Jun 18, 2025
The rule
Registrations ended
Jun 20, 2025
Registered next
Jun 18, 2025 to Jun 19, 2025
Branch state
CA
Cities
1, most in Encinitas, Ca
Registered there that day
466 (people still on IAPD; an estimate)
Share of that headcount
0.4%
Succession by the destination
none on the tape