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Team lift-out

2 advisors left S•••••••• W••••• G•••• for B•••• W••••• A••••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Christopher Daniel MillerMinneapolis, MnMay 28, 2025Jun 12, 2025
Scott Lee SchneidermannEden Prairie, MnMay 28, 2025Jun 10, 2025
The rule
Registrations ended
May 28, 2025
Registered next
Jun 10, 2025 to Jun 12, 2025
Branch state
MN
Cities
1, most in Eden Prairie, Mn
Registered there that day
24 (people still on IAPD; an estimate)
Share of that headcount
8.3%
Succession by the destination
none on the tape