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Team lift-out

3 advisors left I••••••••• F•••••••• G••••• L•• for P•••••• A•••••••• L••

independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Chad C WauschekEscondido, CaFeb 3, 2020Mar 19, 2025
Jeffrey Randall WiyningerSan Diego, CaFeb 3, 2020Jan 6, 2026
Michael Ian DunlapSan Diego, CaFeb 3, 2020Jan 21, 2020
The rule
Registrations ended
Feb 3, 2020
Registered next
Jan 21, 2020 to Jan 6, 2026
Branch state
CA
Cities
2, most in San Diego, Ca
Registered there that day
348 (people still on IAPD; an estimate)
Share of that headcount
0.9%
Succession by the destination
none on the tape