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Team lift-out

5 advisors left L•• F•••••••• L•• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Brittany Kay KochLakefield, MnJan 13, 2026Jan 12, 2026
Derek James ShaverNew Ulm, MnJan 13, 2026Jan 12, 2026
Jeremy Thomas PenkertNew Ulm, MnJan 13, 2026Jan 12, 2026
Myah Catherine LegredFairmont, MnJan 13, 2026Jan 12, 2026
Ryan James McnamaraWestbrook, MnJan 13, 2026Jan 12, 2026
The rule
Registrations ended
Jan 13, 2026
Registered next
Jan 12, 2026
Branch state
MN
Cities
4, most in New Ulm, Mn
Registered there that day
21,860 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of L•• F•••••••• L••Other teams into R•••••• J•••• F•••••••• S••••••• A•••••••• I••