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Team lift-out

8 advisors left A••••••••• W••••• P••••••• for C••••• I••••••••• A••••••• L••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Christopher J HaslingMinneapolis, MnApr 1, 2026Jun 29, 2023
Cyrus Steve ShabazBlaine, MnApr 1, 2026Jun 29, 2023
Daniel Timothy AdamsMinnetonka, MnApr 1, 2026Jun 29, 2023
Douglas Ray BoxBlaine, MnApr 1, 2026Jun 29, 2023
Eric Steven HedbergMinneapolis, MnApr 1, 2026Jun 29, 2023
Jeffrey Charles SevertsonBlaine, MnApr 1, 2026Jun 29, 2023
Matthew Luke BearthMinneapolis, MnApr 1, 2026Jun 29, 2023
Michael BoxBlaine, MnApr 1, 2026Jun 29, 2023
The rule
Registrations ended
Apr 1, 2026
Registered next
Jun 29, 2023
Branch state
MN
Cities
3, most in Blaine, Mn
Registered there that day
70 (people still on IAPD; an estimate)
Share of that headcount
11%
Succession by the destination
none on the tape
Other teams out of A••••••••• W••••• P•••••••Other teams into C••••• I••••••••• A••••••• L••