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Team lift-out

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

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
David Nicholas EllisOlympia, WaAug 6, 2025Jun 13, 2025
Karen N EsquivelOlympia, WaAug 6, 2025Jun 13, 2025
Michael William HomerMoses Lake, WaAug 6, 2025Jun 13, 2025
Morris Todd BrackOlympia, WaAug 6, 2025Jun 13, 2025
Samuel RathboneMoses Lake, WaAug 6, 2025Jun 13, 2025
Todd Freeman HomerOlympia, WaAug 6, 2025Jun 13, 2025
Brian Kevin KerriganOlympia, WaAug 18, 2025Jun 23, 2025
John Gerald RoellerSeattle, WaAug 18, 2025Jun 30, 2025
Jose VelizUniversity Place, WaAug 18, 2025Jun 23, 2025
Rosalie Kerrigan BizaOlympia, WaAug 18, 2025Jun 23, 2025
Sterling Randal HendersonOlympia, WaAug 18, 2025Jul 2, 2025
Holli Lee RadakovichOlympia, WaAug 27, 2025Jul 15, 2025
Jared Wayne WalkerOlympia, WaAug 27, 2025Jul 15, 2025
Jason Roy RadakovichOlympia, WaAug 27, 2025Jul 15, 2025
Kelsey Rochelle AbbottOlympia, WaAug 27, 2025Jul 15, 2025
Erik Dirk SaundersAnacortes, WaSep 9, 2025Aug 6, 2025
Thomas Gilbert HerrinFederal Way, WaSep 17, 2025Jul 28, 2025
James Mark MorrisonOlympia, WaSep 25, 2025Jun 13, 2025
The rule
Registrations ended
Aug 6, 2025 to Sep 9, 2025
Registered next
Jun 13, 2025 to Aug 6, 2025
Branch state
WA
Cities
6, most in Olympia, Wa
Registered there that day
58 (people still on IAPD; an estimate)
Share of that headcount
26%
Succession by the destination
none on the tape
Other teams out of F•••••••• A•••••••• I••••••••• M•••••••••Other teams into L•• F•••••••• L••