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 C••••• I••••••••• A••••••• L•• for S••• W••••• M••••••••• L••

BD affiliatedtostate registeredAffiliated broker-dealer or bank to a state-registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Michael MahalichEdina, MnMay 13, 2026May 15, 2026
Thomas John BruceEdina, MnMay 13, 2026May 15, 2026
The rule
Registrations ended
May 13, 2026
Registered next
May 15, 2026
Branch state
MN
Cities
1, most in Edina, Mn
Registered there that day
10,258 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape