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RIA Intelligence

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Team lift-out

4 advisors left F•••••••• A•••••••• I••••••••• M••••••••• for F•••••••• F•••••••• L••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Benjamin Kohls ChaseOlympia, WaJul 16, 2021Aug 24, 2021
Jeremy Frank LewisOlympia, WaJul 16, 2021Aug 24, 2021
Matthew F GreveSpokane, WaJul 16, 2021Aug 24, 2021
Noelle Yvonne SeippOlympia, WaJul 16, 2021Aug 24, 2021
The rule
Registrations ended
Jul 16, 2021
Registered next
Aug 24, 2021
Branch state
WA
Cities
2, most in Olympia, Wa
Registered there that day
112 (people still on IAPD; an estimate)
Share of that headcount
3.6%
Succession by the destination
none on the tape
Other teams out of F•••••••• A•••••••• I••••••••• M•••••••••Other teams into F•••••••• F•••••••• L••