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Team lift-out

7 advisors left C•••••••• F•••••••• G•••• A••••••• for U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P••••••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Dana Christopher GrimsrudRochester, MnJan 21, 2020Jan 16, 2020
Tami Jo FieldsRochester, MnJan 21, 2020Jan 16, 2020
Alexandra Michelle StantonRochester, MnJan 29, 2020Jan 16, 2020
Jeffrey Thomas ZarlingFairmont, MnJan 29, 2020Jan 16, 2020
Michael John MatuskaMankato, MnJan 29, 2020Jan 16, 2020
Perry Lee DiedeRochester, MnJan 29, 2020Jan 16, 2020
Szablis M KleeRochester, MnFeb 10, 2020Jan 16, 2020
The rule
Registrations ended
Jan 21, 2020 to Feb 10, 2020
Registered next
Jan 16, 2020
Branch state
MN
Cities
3, most in Rochester, Mn
Registered there that day
301 (people still on IAPD; an estimate)
Share of that headcount
2.3%
Succession by the destination
none on the tape
Other teams out of C•••••••• F•••••••• G•••• A•••••••Other teams into U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P••••••