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Team lift-out

7 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
Anders John HaugenMinnetonka, MnSep 3, 2020May 28, 2019
Daniel Roger JandroMinnetonka, MnSep 3, 2020Sep 11, 2020
Jeremy Matthew LipinskiMinnetonka, MnSep 3, 2020May 28, 2019
Logan Briar TaftMinnetonka, MnSep 3, 2020Sep 11, 2020
Peter Joe WiedewitschMinnetonka, MnSep 3, 2020Sep 1, 2020
Robert Miller BonineMinnetonka, MnSep 3, 2020May 28, 2019
Steven William OhmMinnetonka, MnSep 3, 2020Jun 3, 2019
The rule
Registrations ended
Sep 3, 2020
Registered next
May 28, 2019 to Sep 11, 2020
Branch state
MN
Cities
1, most in Minnetonka, Mn
Registered there that day
413 (people still on IAPD; an estimate)
Share of that headcount
1.7%
Succession by the destination
none on the tape
Other teams out of C••••• A•••••• N••••••• L••Other teams into A••••••••• W••••• P•••••••