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Team lift-out

4 advisors left C••••••••• F•••••••• N•••••• for S••••••• A••••••• G••••• L••

national BDtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Michael Jon HarmelinkMiddleton, WiDec 31, 2025Dec 22, 2025
Nathan Ford KeelingMiddleton, WiDec 31, 2025Dec 23, 2025
The rule
Registrations ended
Dec 31, 2025
Registered next
Dec 22, 2025 to Dec 23, 2025
Branch state
WI
Cities
1, most in Middleton, Wi
Registered there that day
3,103 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape