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Team lift-out

2 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for R•• C•••••• M••••••• L••

BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
James Paul MarquardtRochester, MnApr 23, 2025Apr 22, 2025
Gavin Robert BurnsSt Anthony, MnApr 24, 2025Apr 22, 2025
The rule
Registrations ended
Apr 23, 2025 to Apr 24, 2025
Registered next
Apr 22, 2025
Branch state
MN
Cities
2, most in Rochester, Mn
Registered there that day
5,762 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape