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 E•••••••• A•••••••• L•• for K•• I••••••••• S••••••• L••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Pallavi ShresthaBellevue, WaJan 9, 2026Mar 9, 2026
Binfeng HouBellevue, WaJan 15, 2026Feb 26, 2026
The rule
Registrations ended
Jan 9, 2026 to Jan 15, 2026
Registered next
Feb 26, 2026 to Mar 9, 2026
Branch state
WA
Cities
2, most in Seattle, Wa
Registered there that day
4,282 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape