The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Team lift-out

2 advisors left O•••• W•••••• I••• for L•• F•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Shelly Marie EngerEdina, MnMay 22, 2024May 21, 2024
Dennis James McnearneyEdina, MnMay 23, 2024May 21, 2024
The rule
Registrations ended
May 22, 2024 to May 23, 2024
Registered next
May 21, 2024
Branch state
MN
Cities
1, most in Edina, Mn
Registered there that day
4,636 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape