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Team lift-out

2 advisors left B•• I••••••••• A•••••••• I••• for V•••••• A•••••••• I•••

state registeredtomixed wealthOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
E Dennis ZahrbockWayzata, MnNov 9, 2018Jul 19, 2021
Jackie Lynn GatesWayzata, MnNov 9, 2018Jan 1, 2025
The rule
Registrations ended
Nov 9, 2018
Registered next
Jul 19, 2021 to Jan 1, 2025
Branch state
MN
Cities
1, most in Wayzata, Mn
Registered there that day
5 (people still on IAPD; an estimate)
Share of that headcount
40%
Succession by the destination
none on the tape