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RIA Intelligence

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Team lift-out

5 advisors left C••••• A•••••• N••••••• L•• for P••• R• R••• F•••••••• G••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Adam JordanBellevue, WaJun 29, 2023Aug 16, 2018
Jason Paul MillerBothell, WaJun 29, 2023Aug 16, 2018
Kelly Andrew KolstadSeattle, WaJun 29, 2023Aug 16, 2018
Paul Richard RiedBellevue, WaJun 29, 2023Aug 17, 2018
Timothy Ross KimmelBellevue, WaJun 29, 2023Aug 16, 2018
The rule
Registrations ended
Jun 29, 2023
Registered next
Aug 16, 2018 to Aug 17, 2018
Branch state
WA
Cities
3, most in Bellevue, Wa
Registered there that day
385 (people still on IAPD; an estimate)
Share of that headcount
1.3%
Succession by the destination
none on the tape
Other teams out of C••••• A•••••• N••••••• L••Other teams into P••• R• R••• F•••••••• G••••• L••