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Team lift-out

2 advisors left J••• W••••• M••••••••• L•• for S••

unclassifiedtoBD affiliatedOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Kristopher Lee JerkeSioux Falls, SdJul 31, 2025Aug 14, 2025
Lori Lynne RothenbergerSioux Falls, SdJul 31, 2025Aug 19, 2025
The rule
Registrations ended
Jul 31, 2025
Registered next
Aug 14, 2025 to Aug 19, 2025
Branch state
SD
Cities
1, most in Sioux Falls, Sd
Registered there that day
2 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape