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Team lift-out

7 advisors left U•• F•••••••• S••••••• I••• for M••••• S••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Danilo J GarciaWalnut Creek, CaApr 8, 2022Nov 3, 2025
Steven Anthony DrackertWalnut Creek, CaApr 11, 2022May 9, 2022
Justin Wesley SouterSan Marcos, CaApr 12, 2022Apr 1, 2022
Brian Mark StringerBrea, CaApr 19, 2022Apr 8, 2022
Christina MoonBrea, CaApr 19, 2022Apr 8, 2022
Kevin Owen SimonBrea, CaApr 19, 2022Apr 8, 2022
Peter O PaikBrea, CaApr 19, 2022Apr 8, 2022
The rule
Registrations ended
Apr 8, 2022 to Apr 19, 2022
Registered next
Apr 1, 2022 to Nov 3, 2025
Branch state
CA
Cities
3, most in Brea, Ca
Registered there that day
8,329 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape