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Team lift-out

6 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 Joseph AdamekBloomington, MnJun 29, 2023Jan 27, 2014
Evan Alfred ChangEden Prairie, MnJun 29, 2023Dec 23, 2019
James Paul BensonPerham, MnJun 29, 2023Aug 16, 2016
Joan Maastricht GillesLake Elmo, MnJun 29, 2023Mar 18, 2015
Kristi Lee AndersenMinnetonka, MnJun 29, 2023Jan 29, 2014
Timothy James SigstadEdina, MnJun 29, 2023Oct 26, 2022
The rule
Registrations ended
Jun 29, 2023
Registered next
Jan 27, 2014 to Oct 26, 2022
Branch state
MN
Cities
6, most in Lake Elmo, Mn
Registered there that day
385 (people still on IAPD; an estimate)
Share of that headcount
1.6%
Succession by the destination
none on the tape
Other teams out of C••••• A•••••• N••••••• L••Other teams into A••••••••• W••••• P•••••••