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Team lift-out

9 advisors left T••••••• A•••••• N••••••• L•• for C•••• C••• W••••• P•••••••

BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Benjamin Lee JohnsonBloomington, MnSep 10, 2025Aug 11, 2025
Chase Steven AbellMinneapolis, MnSep 10, 2025Sep 10, 2025
Christopher Todd SipeMinneapolis, MnSep 10, 2025Aug 11, 2025
Jennifer Lee CordsMinneapolis, MnSep 10, 2025Aug 11, 2025
John Michael KellyBloomington, MnSep 10, 2025Aug 11, 2025
Keith Larayne SappMinneapolis, MnSep 10, 2025Aug 11, 2025
Nathan Vincent KnollMinneapolis, MnSep 10, 2025Aug 11, 2025
Samuel John BrobackMinneapolis, MnSep 10, 2025Aug 11, 2025
Sara Elizabeth SchreiberMinneapolis, MnSep 10, 2025Aug 11, 2025
The rule
Registrations ended
Sep 10, 2025
Registered next
Aug 11, 2025 to Sep 10, 2025
Branch state
MN
Cities
2, most in Minneapolis, Mn
Registered there that day
124 (people still on IAPD; an estimate)
Share of that headcount
7.3%
Succession by the destination
none on the tape
Other teams out of T••••••• A•••••• N••••••• L••Other teams into C•••• C••• W••••• P•••••••