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Team lift-out

2 advisors left S••••••••• A•••••• A•••••••• I••• for U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P••••••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Chanda Chad SourBloomington, MnDec 31, 2021Jan 7, 2026
Peter John LudwigBloomington, MnDec 31, 2021Jan 7, 2022
The rule
Registrations ended
Dec 31, 2021
Registered next
Jan 7, 2022 to Jan 7, 2026
Branch state
MN
Cities
1, most in Bloomington, Mn
Registered there that day
2,008 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape