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RIA Intelligence

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Firm absorbed

12 advisors left H••••••• P•••••• W••••• M••••••••• for H•••••••• A•••••••• L••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Benjamin Richard JohnsonBellevue, WaOct 25, 2022Sep 30, 2022
Benjamin WicksBellevue, WaOct 25, 2022Sep 30, 2022
Colleen KroegerBellevue, WaOct 25, 2022Sep 30, 2022
Jaeseung ChangBellevue, WaOct 25, 2022Sep 30, 2022
Jeffrey Warren EdgbertBellevue, WaOct 25, 2022Sep 30, 2022
Kaylee Marie TurinBellevue, WaOct 25, 2022Sep 30, 2022
Michael Lee MilojevichBellevue, WaOct 25, 2022Sep 30, 2022
Nemanja GrujicicBellevue, WaOct 25, 2022Sep 30, 2022
Randy LundyBellevue, WaOct 25, 2022Sep 30, 2022
Saloni GuptaBellevue, WaOct 25, 2022Sep 30, 2022
John Chris ChristiansonBellevue, WaOct 31, 2022Sep 30, 2022
Michael GreeneBellevue, WaOct 31, 2022Sep 30, 2022
The rule
Registrations ended
Oct 25, 2022 to Oct 31, 2022
Registered next
Sep 30, 2022
Branch state
WA
Cities
1, most in Bellevue, Wa
Registered there that day
13 (people still on IAPD; an estimate)
Share of that headcount
92%
Succession by the destination
none on the tape
Other teams out of H••••••• P•••••• W••••• M•••••••••Other teams into H•••••••• A•••••••• L••