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Team lift-out

2 advisors left F•••• F•••••••• for R•••••• W••••• A•••••••• I•••

independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Peter J ThoresenSt Louis Park, MnOct 3, 2023Oct 2, 2023
Timothy Ronald EvonSt Louis Park, MnOct 3, 2023Oct 2, 2023
The rule
Registrations ended
Oct 3, 2023
Registered next
Oct 2, 2023
Branch state
MN
Cities
1, most in St Louis Park, Mn
Registered there that day
115 (people still on IAPD; an estimate)
Share of that headcount
1.7%
Succession by the destination
none on the tape