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RIA Intelligence

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

Team lift-outjoined N•••••••• P•••••••• L••
No date on record · this record
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Alyssa Marie BrinkmanMadison, WiSep 22, 2026Sep 21, 2026
Lukas McelhenieMadison, WiSep 22, 2026Sep 21, 2026
Nathaniel Gerrit BrinkmanMadison, WiSep 22, 2026Sep 21, 2026
Jeffrey William DayWauwatosa, WiSep 24, 2026Sep 22, 2026
The rule
Registrations ended
Sep 22, 2026 to Sep 24, 2026
Registered next
Sep 21, 2026 to Sep 22, 2026
Branch state
WI
Cities
2, most in Madison, Wi
Registered there that day
5,088 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of M•• I•••••••• S•••••••• L••Other teams into N•••••••• P•••••••• L••