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Team lift-out

3 advisors left C••••••••• F•••••••• N•••••• for K••••• A••••••• S•••••••• L••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Andy P BacaylanSanta Cruz, CaAug 27, 2025Aug 27, 2025
Christie CalivaSan Diego, CaSep 2, 2025Sep 2, 2025
Lance Edward NelsonCamarillo, CaSep 9, 2025Sep 8, 2025
The rule
Registrations ended
Aug 27, 2025 to Sep 9, 2025
Registered next
Aug 27, 2025 to Sep 8, 2025
Branch state
CA
Cities
3, most in Santa Cruz, Ca
Registered there that day
3,379 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of C••••••••• F•••••••• N••••••Other teams into K••••• A••••••• S•••••••• L••