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

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

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Angela Marie DuniventOakdale, MnDec 2, 2024Dec 9, 2024
James Walter SampairNew Brighton, MnDec 16, 2024Dec 11, 2024
Daniel M GreenheckNew Brighton, MnDec 26, 2024Mar 27, 2025
The rule
Registrations ended
Dec 2, 2024 to Dec 26, 2024
Registered next
Dec 9, 2024 to Mar 27, 2025
Branch state
MN
Cities
2, most in New Brighton, Mn
Registered there that day
6,796 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape