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RIA Intelligence

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Firm absorbed

18 advisors left B•••••• P••••• W••••• M••••••• for B•••••• P••••• W••••• M•••••••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Calvin Mandel SprangerSeattle, WaAug 1, 2021Aug 2, 2021
Curtis Lee PepinSeattle, WaAug 1, 2021Aug 2, 2021
Edwin James SondgrothSeattle, WaAug 1, 2021Aug 2, 2021
Emily Kay KoppSeattle, WaAug 1, 2021Aug 2, 2021
James Kevin CallaghanSeattle, WaAug 1, 2021Aug 2, 2021
Jeffrey Mark WaltersSeattle, WaAug 1, 2021Aug 2, 2021
Julie Louise Parisio RoySeattle, WaAug 1, 2021Aug 2, 2021
Katherine Dewert WhamSeattle, WaAug 1, 2021Aug 2, 2021
Megan Elizabeth WileySeattle, WaAug 1, 2021Aug 2, 2021
Michael John SchultzSeattle, WaAug 1, 2021Aug 2, 2021
Michael Robert GerkeSeattle, WaAug 1, 2021Aug 2, 2021
Mitchell T SteinerSeattle, WaAug 1, 2021Aug 2, 2021
Natalie Athena MackeySeattle, WaAug 1, 2021Aug 2, 2021
Patrick David RodgersSeattle, WaAug 1, 2021Aug 2, 2021
Paul Chi-Tung HorngSeattle, WaAug 1, 2021Aug 2, 2021
Steven Clemmer PhelpsSeattle, WaAug 1, 2021Aug 2, 2021
Timothy John ThomasSeattle, WaAug 1, 2021Aug 2, 2021
Wendy Leigh TaylorSeattle, WaAug 1, 2021Aug 2, 2021
The rule
Registrations ended
Aug 1, 2021
Registered next
Aug 2, 2021
Branch state
WA
Cities
1, most in Seattle, Wa
Registered there that day
18 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of B•••••• P••••• W••••• M•••••••Other teams into B•••••• P••••• W••••• M•••••••