3 advisors left L•• F•••••••• L•• (Hattiesburg, MS) for W•••• F•••• A••••••• on the same day

3 advisors left L•• F•••••••• L•• (Hattiesburg, MS) for W•••• F•••• A••••••• on the same day

Why now: Dated 2026-07-22 (filing); first seen by DFX 2026-09-19.

Buyer classes for this family: RIA aggregators, Advisor recruiters, Custodians, RIA principals.

advisors

exposure unknown

basis UNKNOWN

State

New

Historical signal

not measured as a predictor

Confidence

0.85

a same-day team move names the losing and gaining firm; recruiters, custodians and aggregators act on it within days. Evidence class: derived; source IAPD individual compilation feed (every investment adviser representative, daily).

the registrations are a re-registration under a renamed firm

DFX product: Advisor Recruiting Intelligence

• E••• A•••••• K•••••• · Chief Executive Officer / Board of Managers · W•••• F•••• A•••••••
• P••• L•••• · Principal Operations Officer/Control Principal · W•••• F•••• A•••••••
• K••••••• C•••••• T• · Board of Managers/Control Principal · W•••• F•••• A•••••••
• M•••••• J•• A•••••• · President and Chief Financial Officer · L•• F•••••••• L••
• A••••• A•••••••• B•••• · Managing Director, Chief Legal Officer and Director · L•• F•••••••• L••
• L••••••• S••• D••••• · Managing Director, Chief Human Capital Officer · L•• F•••••••• L••