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.

Team lift-out

2 advisors left I•••••••• A•••••••• L•• for E•••• A•••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Alex Nmn ShahidiLos Angeles, CaAug 15, 2023Jul 14, 2023
Matthew Elliott SearLos Angeles, CaAug 15, 2023Nov 28, 2023
The rule
Registrations ended
Aug 15, 2023
Registered next
Jul 14, 2023 to Nov 28, 2023
Branch state
CA
Cities
1, most in Los Angeles, Ca
Registered there that day
6 (people still on IAPD; an estimate)
Share of that headcount
33%
Succession by the destination
none on the tape