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Team lift-out

4 advisors left G•••• W••••• F•••••••• for T•••••••• W•••••• L••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Brian Jeffrey JassShoreview, MnAug 8, 2022Sep 2, 2022
Will Keith JohnsonVadnais Heights, MnAug 8, 2022Sep 2, 2022
Cody Joseph NadeauVadnais Heights, MnAug 16, 2022Oct 11, 2022
Megan Marie NadeauVadnais Heights, MnAug 16, 2022Sep 30, 2022
The rule
Registrations ended
Aug 8, 2022 to Aug 16, 2022
Registered next
Sep 2, 2022 to Oct 11, 2022
Branch state
MN
Cities
2, most in Shoreview, Mn
Registered there that day
24 (people still on IAPD; an estimate)
Share of that headcount
17%
Succession by the destination
none on the tape