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

13 advisors left A••••••••• F•••••••• S•••••••• L•• for S••••••••• W•••••• L••

national BDtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Brittany Marie GlendenningPeosta, IaJun 29, 2026Jun 24, 2026
Stacey Ann WillenbringNew Vienna, IaJun 29, 2026Jun 24, 2026
Logan BenDurango, IaJun 30, 2026Jun 24, 2026
Steven Glenn McdonoughDubuque, IaJun 30, 2026Jun 24, 2026
April R BlasenPeosta, IaJul 1, 2026Jun 24, 2026
Hannah FangmannDubuque, IaJul 1, 2026Jun 24, 2026
Joseph Andrew LeibfriedPeosta, IaJul 1, 2026Jun 24, 2026
Ryan KeatingDubuque, IaJul 1, 2026Jun 24, 2026
Scott Gerard LeibfriedDubuque, IaJul 2, 2026Jun 24, 2026
Aiden DunneDubuque, IaJul 6, 2026Jun 24, 2026
Conner R KrantzDubuque, IaJul 7, 2026Jun 24, 2026
Gary Lynn RowanBellevue, IaJul 7, 2026Jun 24, 2026
Nick SplinterDubuque, IaJul 7, 2026Jun 24, 2026
The rule
Registrations ended
Jun 29, 2026 to Jul 7, 2026
Registered next
Jun 24, 2026
Branch state
IA
Cities
5, most in Dubuque, Ia
Registered there that day
12,664 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape