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RIA Intelligence

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Team lift-out

4 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for M••••• S••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Alexander CallahanBellevue, WaJan 20, 2026Jan 20, 2026
Jennifer EngleBellevue, WaJan 20, 2026Jan 16, 2026
Olivier P MartinezSeattle, WaJan 20, 2026Jan 16, 2026
Ray AuSeattle, WaJan 20, 2026Jan 16, 2026
The rule
Registrations ended
Jan 20, 2026
Registered next
Jan 16, 2026 to Jan 20, 2026
Branch state
WA
Cities
2, most in Bellevue, Wa
Registered there that day
24,877 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Other teams into M••••• S••••••