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Team lift-out

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

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Jhocelyn SchlauraffSan Mateo, CaJun 3, 2025May 23, 2025
Robert Christopher CumminsLa Quinta, CaJun 3, 2025May 23, 2025
Ronald Patrick Patrick LynchSan Mateo, CaJun 3, 2025May 23, 2025
The rule
Registrations ended
Jun 3, 2025
Registered next
May 23, 2025
Branch state
CA
Cities
2, most in San Mateo, Ca
Registered there that day
9,092 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape