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Team lift-out

2 advisors left T••••••• I••••••••• M••••••••• I••• for A••••••••• F•••••••• S•••••••• L••

BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
David JacksonElk River, MnMar 2, 2026Feb 27, 2026
Jeremy JacksonRosemount, MnMar 2, 2026Feb 27, 2026
The rule
Registrations ended
Mar 2, 2026
Registered next
Feb 27, 2026
Branch state
MN
Cities
2, most in Elk River, Mn
Registered there that day
2,898 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape