The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Team lift-out

2 advisors left M••••••• • S•••••••• I••• for B•••••• P••••• W••••• M•••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Gregory Scott RobinsonSeattle, WaNov 4, 2025Nov 4, 2025
Howard Davis MiracleSeattle, WaNov 4, 2025Nov 4, 2025
The rule
Registrations ended
Nov 4, 2025
Registered next
Nov 4, 2025
Branch state
WA
Cities
1, most in Seattle, Wa
Registered there that day
2 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape