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Team lift-out

2 advisors left C••••• A•••••• N••••••• L•• for C••••• I••••••••• A••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew KoetterSt Cloud, MnApr 21, 2020Jun 18, 2020
Kari Michelle McguireEdina, MnApr 24, 2020Jun 29, 2023
The rule
Registrations ended
Apr 21, 2020 to Apr 24, 2020
Registered next
Jun 18, 2020 to Jun 29, 2023
Branch state
MN
Cities
2, most in St Cloud, Mn
Registered there that day
427 (people still on IAPD; an estimate)
Share of that headcount
0.5%
Succession by the destination
none on the tape