The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Channel change (one enterprise)

5 advisors moved from L•• W•••••• L•• to L•• W••••• A•••••••• L••

Not a lift-out: one firm's name is the other's with a word added, so the two CRDs are one enterprise and nobody left anyone. A channel switch, an integration after an acquisition or an affiliate transfer. Never counted as a team in or out.

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Aleksey MironenkoHong KongSep 2, 2026Apr 15, 2026
Thye Soon FooSingaporeSep 2, 2026Apr 15, 2026
Tian Yue HuHong KongSep 2, 2026Apr 15, 2026
Jacob Ethan FriedlandHong KongSep 3, 2026Apr 15, 2026
Jelmer Maarten KattevilderHong KongSep 3, 2026Apr 15, 2026
Yuan FangHong KongSep 3, 2026Apr 15, 2026
The rule
Registrations ended
Sep 2, 2026 to Sep 3, 2026
Registered next
Apr 15, 2026
Branch state
not given
Cities
2, most in Hong Kong
Registered there that day
22 (people still on IAPD; an estimate)
Share of that headcount
23%
One enterprise because
one firm's name is the other's with a word added
Succession by the destination
none on the tape