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387 signals match

#361NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

3 advisors left Osaic Wealth, Inc. (Scottsdale, AZ) for Blue Horizon Equity, Inc. within 7 days

Dated 2026-06-24 (filing); first seen by DFX 2026-09-16.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

BLUE HORIZON EQUITY, INC. · destination firm

Advisor Recruiting IntelligenceJun 24, 2026 · seen 8 days ago

#362NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

3 advisors left Merrill Lynch, Pierce, Fenner & Smith Incorporated (Nashville, TN) for UBS Financial Services Inc. on the same day

Dated 2026-06-23 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

UBS FINANCIAL SERVICES INC. · destination firm

Advisor Recruiting IntelligenceJun 23, 2026 · seen 9 days ago

#363NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

3 advisors left Wells Fargo Advisors (Indianapolis, IN) for &Partners on the same day

Dated 2026-06-22 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

&PARTNERS · destination firm

Advisor Recruiting IntelligenceJun 22, 2026 · seen 9 days ago

#364NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-22 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

R•••••• J•••• F•••••••• S••••••• A•••••••• I•• · destination firm

Advisor Recruiting IntelligenceJun 22, 2026 · seen 9 days ago

#365NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-19 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

Advisor Recruiting IntelligenceJun 19, 2026 · seen 9 days ago

#366NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-18 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

J••• M••••• S••••••••• L•• · destination firm

Advisor Recruiting IntelligenceJun 18, 2026 · seen 9 days ago

#367NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-18 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

C••••••• S••••••••• I••• · destination firm

Advisor Recruiting IntelligenceJun 18, 2026 · seen 9 days ago

#368NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-17 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

L•• F•••••••• L•• · destination firm

Advisor Recruiting IntelligenceJun 17, 2026 · seen 9 days ago

#369NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-16 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

K•••• F•••••••• · destination firm

Advisor Recruiting IntelligenceJun 16, 2026 · seen 9 days ago

#370NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-12 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

C••••• I••••••••• A••••••• L•• · destination firm

Advisor Recruiting IntelligenceJun 12, 2026 · seen 9 days ago

#371NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-12 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

A••••••••• F•••••••• S•••••••• L•• · destination firm

Advisor Recruiting IntelligenceJun 12, 2026 · seen 9 days ago

#372NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-10 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

W•••• F•••• A••••••• · destination firm

Advisor Recruiting IntelligenceJun 10, 2026 · seen 9 days ago

#373NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-10 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

N•••••• A••••••• · destination firm

Advisor Recruiting IntelligenceJun 10, 2026 · seen 9 days ago

#374NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-09 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

L•• F•••••••• L•• · destination firm

Advisor Recruiting IntelligenceJun 9, 2026 · seen 9 days ago

#375NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-08 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

W•••• F•••• A••••••• · destination firm

Advisor Recruiting IntelligenceJun 8, 2026 · seen 9 days ago

#376NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-04 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

D•••••• W••••• P•••••••• L•• · destination firm

Advisor Recruiting IntelligenceJun 4, 2026 · seen 9 days ago

#377NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-03 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

L•• F•••••••• L•• · destination firm

Advisor Recruiting IntelligenceJun 3, 2026 · seen 9 days ago

#378NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-02 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

A••••••••• F•••••••• S•••••••• L•• · destination firm

Advisor Recruiting IntelligenceJun 2, 2026 · seen 9 days ago

#379NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-02 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

A••••••• S•••••••• G•••• · destination firm

Advisor Recruiting IntelligenceJun 2, 2026 · seen 9 days ago

#380NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-02 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

L•• F•••••••• L•• · destination firm

Advisor Recruiting IntelligenceJun 2, 2026 · seen 9 days ago

#381NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-01 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

W•••• F•••• A••••••• · destination firm

Advisor Recruiting IntelligenceJun 1, 2026 · seen 9 days ago

#382NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-01 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

K••••• A••••••• S•••••••• L•• · destination firm

Advisor Recruiting IntelligenceJun 1, 2026 · seen 9 days ago

#383NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-05-29 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

W•••• F•••• A••••••• · destination firm

Advisor Recruiting IntelligenceMay 29, 2026 · seen 9 days ago

#384NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-05-29 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

M•••••• · destination firm

Advisor Recruiting IntelligenceMay 29, 2026 · seen 9 days ago

Showing 361 to 384 of 387Previous Next

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