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Team lift-out

4 advisors left T•• A•••••••• I••• for U•• F•••••••• S••••••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Brian KunkelMinneapolis, MnDec 31, 2025Jan 7, 2026
Justin Heath WaddingtonMinneapolis, MnDec 31, 2025Jan 2, 2026
Pamela Marie EchegarayMinneapolis, MnDec 31, 2025Feb 19, 2026
The rule
Registrations ended
Dec 31, 2025
Registered next
Jan 2, 2026 to Feb 19, 2026
Branch state
MN
Cities
1, most in Minneapolis, Mn
Registered there that day
274 (people still on IAPD; an estimate)
Share of that headcount
1.5%
Succession by the destination
none on the tape