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Team lift-out

5 advisors left J••• M••••• S••••••••• L•• for M••••• S••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Dino Marco MarracciniSan Francisco, CaJul 24, 2026Jul 23, 2026
Eric Mario CastilloRichmond, CaJul 24, 2026Jul 23, 2026
Joenah NorasingSan Francisco, CaJul 24, 2026Jul 23, 2026
Melissa WhitneyOakland, CaJul 24, 2026Jul 23, 2026
Carlos BetancourtLos Altos, CaAug 7, 2026Aug 6, 2026
The rule
Registrations ended
Jul 24, 2026 to Aug 7, 2026
Registered next
Jul 23, 2026 to Aug 6, 2026
Branch state
CA
Cities
4, most in San Francisco, Ca
Registered there that day
13,654 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape