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Team lift-out

3 advisors left J••• M••••• S••••••••• L•• for F••••••• P••••••• A•• W•••••••• A•••••••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Nicolas A. BravoMontebello, CaJun 18, 2022Oct 31, 2022
Fazeel Junaid DingaMountain View, CaJun 22, 2022Jul 14, 2022
Loc Minh ThaiWillits, CaJun 28, 2022Sep 20, 2022
The rule
Registrations ended
Jun 18, 2022 to Jun 28, 2022
Registered next
Jul 14, 2022 to Oct 31, 2022
Branch state
CA
Cities
3, most in Montebello, Ca
Registered there that day
6,856 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape