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Team lift-out

4 advisors left M•••••• I••••••••• for O•••• P••• A•••••••• L••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Matthew Stanley EvansManhattan Beach, CaMay 1, 2026Feb 10, 2026
Riley Jameson Van VelthuyzenManhattan Beach, CaMay 1, 2026Apr 30, 2026
Ross Alexander KrollManhattan Beach, CaMay 1, 2026Feb 10, 2026
Todd Curtis ButlerManhattan Beach, CaMay 1, 2026Feb 10, 2026
The rule
Registrations ended
May 1, 2026
Registered next
Feb 10, 2026 to Apr 30, 2026
Branch state
CA
Cities
1, most in Manhattan Beach, Ca
Registered there that day
114 (people still on IAPD; an estimate)
Share of that headcount
3.5%
Succession by the destination
none on the tape