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Team lift-out

3 advisors left W•••• F•••• A••••••• for B••••••• F• E•••••• • C••••••• I•••••••••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Toby Michael SarahanWayzata, MnMar 14, 2022Mar 10, 2022
Michelle K BoyumWayzata, MnMar 17, 2022Mar 10, 2022
Zachary Stephen WahlWayzata, MnMar 17, 2022Mar 10, 2022
The rule
Registrations ended
Mar 14, 2022 to Mar 17, 2022
Registered next
Mar 10, 2022
Branch state
MN
Cities
1, most in Wayzata, Mn
Registered there that day
14,116 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape