The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Team lift-out

2 advisors left C••••• A•••••• N••••••• L•• for A••••••••• W••••• P•••••••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Brian Lee ThorkelsonMinnetonka, MnDec 31, 2018Nov 21, 2016
Michele L MartinMinnetonka, MnDec 31, 2018Nov 21, 2016
The rule
Registrations ended
Dec 31, 2018
Registered next
Nov 21, 2016
Branch state
MN
Cities
1, most in Minnetonka, Mn
Registered there that day
468 (people still on IAPD; an estimate)
Share of that headcount
0.4%
Succession by the destination
none on the tape