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Team lift-out

6 advisors left F•••••••• D••••••••• G••••• I••• for L•• F•••••••• L••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Amy Rose HolewaMaple Grove, MnFeb 5, 2024Jan 30, 2024
Dan Andrew PiasMaple Grove, MnFeb 5, 2024Jan 30, 2024
Peyton Andrew SchulerMaple Grove, MnFeb 5, 2024Jan 30, 2024
Scott Alan RobichaudArden Hills, MnFeb 5, 2024Jan 30, 2024
Staci Marie MurphyMaple Grove, MnFeb 5, 2024Jan 30, 2024
Susan Marie AndersonMaple Grove, MnFeb 5, 2024Jan 30, 2024
The rule
Registrations ended
Feb 5, 2024
Registered next
Jan 30, 2024
Branch state
MN
Cities
1, most in Maple Grove, Mn
Registered there that day
42 (people still on IAPD; an estimate)
Share of that headcount
14%
Succession by the destination
none on the tape