Advisors to call now

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Size:$250M+$100M+$25M+Contact:Direct Professional Firm level Call-ready only

Kevin Cox Masterworks Advisers, LLC, New York, Ny
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-29. null went to Raymond James
  2026-06-29 (3 months ago). At independent RIAs, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  Evan Mcmann to Raymond James
Timing
Timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Direct
verified business email at masterworks.com (hunter)
Who else to call: 17 related advisors, 6 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
Mark Carr Focus Partners Wealth, LLC, Chicago, Il
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-06-18. null went to The Mather Group, LLC
  2026-06-18 (3 months ago). At independent RIAs, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  Robin Patinkin to THE MATHER GROUP, LLC
Timing
Timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Direct
verified business email at focuspartners.com (hunter)
Who else to call: 29 related advisors, 23 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
Evan Dunayer Provenance Wealth Advisors, Fort Lauderdale, Fl
broker-dealer affiliated
- 3 prior co-move teammates left the firm for another firm, most recently on 2026-03-30. null went to Raymond James
  2026-03-30 (6 months ago). At broker-dealer affiliated firms, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  Melvin Perez to Raymond James
Timing
Timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Direct
verified business email at provwealth.com (hunter)
Who else to call: 14 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
R••• W••••••• P••••••••• W••••• A•••••••, F••• L••••••••• F•
broker-dealer affiliated
- 3 prior co-move teammates left the firm for another firm, most recently on 2026-03-30. null went to R•••••• J••••
  2026-03-30 (6 months ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  M••••• P•••• to R•••••• J••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Direct
published business email at provwealth.com (firm_website)
Business ties: Some: 1 operating or professional business on file. A measure of business ties, not of book size or clients.
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
S•••• P••••••• P••••••••• W••••• A•••••••, F••• L••••••••• F•
broker-dealer affiliated
- 3 prior co-move teammates left the firm for another firm, most recently on 2026-03-30. null went to R•••••• J••••
  2026-03-30 (6 months ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  M••••• P•••• to R•••••• J••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Direct
verified business email at provwealth.com (hunter); LinkedIn profile
Who else to call: 14 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
K••••••• M••••••• P••••••••• W••••• A•••••••, F••• L••••••••• F•
broker-dealer affiliated
- 3 prior co-move teammates left the firm for another firm, most recently on 2026-03-30. null went to R•••••• J••••
  2026-03-30 (6 months ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  P•••• H••••••••• to R•••••• J••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Direct
published business email at provwealth.com (firm_website)
Business ties: Some: 1 operating or professional business on file. A measure of business ties, not of book size or clients.
Who else to call: 17 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; the current role; who works with them (team unresolved).
Before a call: practice size.
J•••• K••••• K••••• W••••• M••••••••• I•••, F•••••• M•
Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-08-24. null went to L•••••••• F•••••••• P••••••• I•••
  2026-08-24 (33 days ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  D••••• B•••••• to L•••••••• F•••••••• P••••••• I•••
Timing
Timing
Value
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
verified business email at kaydanwealth.com (hunter); LinkedIn profile
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
N••••••• S••••••• T•• S••••••• G••••, S••••••••• C•
Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-06-22. null went to E••••• A••••••• L••
  2026-06-22 (3 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  S••• O•••••• to E••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at thesalvettigroup.com (firm_website); LinkedIn profile
Who else to call: 5 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
M••••• H••••• T•• S••••••• G••••, S••••••••• C•
Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-06-22. null went to E••••• A••••••• L••
  2026-06-22 (3 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  S••• O•••••• to E••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at thesalvettigroup.com (firm_website); LinkedIn profile
Who else to call: 7 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
D•••• D•••• C••• W••••• A•••••••, L••• B••••• C•
Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-06-15. null went to B•••••••• I••••••••• G••••
  2026-06-15 (3 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  C••••• A•••••••• to B•••••••• I••••••••• G••••
Timing
Timing
Value
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
3-person high-confidence team
Contact
Direct
published business email at cruxwealth.com (firm_website); LinkedIn profile
Who else to call: 5 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
D•••• C••••• C••• W••••• A•••••••, L••• B••••• C•
Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-06-15. null went to B•••••••• I••••••••• G••••
  2026-06-15 (3 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  C••••• A•••••••• to B•••••••• I••••••••• G••••
Timing
Timing
Value
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
3-person high-confidence team
Contact
Direct
published business email at cruxwealth.com (firm_website); LinkedIn profile
Who else to call: 5 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
D•••• T•••••••• C••• W••••• A•••••••, L••• B••••• C•
Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-06-15. null went to B•••••••• I••••••••• G••••
  2026-06-15 (3 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  C••••• A•••••••• to B•••••••• I••••••••• G••••
Timing
Timing
Value
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
3-person high-confidence team
Contact
Direct
published business email at cruxwealth.com (firm_website)
Who else to call: 4 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
E••••• F•••••• R••••• W• B•••• • C•• I•••••••••, D••••••• M•
mixed wealth
- a prior co-move teammate left the firm for an independent RIA on 2026-05-05. null went to A•••• F••••••••• L••
  2026-05-05 (5 months ago). At A••, 9.2% with this moved within a year against 4.9% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  L••• M••••• to A•••• F••••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Direct
verified business email at rwbaird.com (hunter)
Who else to call: 10 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
B•••• G••••• R••••• W• B•••• • C•• I•••••••••, D••••••• M•
mixed wealth
- a prior co-move teammate left the firm for an independent RIA on 2026-05-05. null went to A•••• F••••••••• L••
  2026-05-05 (5 months ago). At A••, 9.2% with this moved within a year against 4.9% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  L••• M••••• to A•••• F••••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Direct
verified business email at rwbaird.com (hunter)
Who else to call: 13 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
R••••• C••••••• W••• W•••••• I••, S••••••• W•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-14. null went to J•••••••
  2026-04-14 (6 months ago). At I•••••••••, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  A••••••• J••••• to J•••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Direct
published business email at wafdwealth.com (firm_website); direct line printed for this person
Who else to call: 11 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J••• C••••• W••• W•••••• I••, S••••••• W•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-14. null went to J•••••••
  2026-04-14 (6 months ago). At I•••••••••, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  A••••••• J••••• to J•••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Direct
published business email at wafdwealth.com (firm_website)
Who else to call: 11 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
K• L•• W••• W•••••• I••, S••••••• W•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-14. null went to J•••••••
  2026-04-14 (6 months ago). At I•••••••••, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  A••••••• J••••• to J•••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Direct
published business email at wafdwealth.com (firm_website); direct line printed for this person
Who else to call: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
M•••• G•••• J•••••••• I••••••••• A••••••• L••, M••••• F•
mixed wealth
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-24. null went to R•••••• J••••
  2026-08-24 (33 days ago). At A••, 8.6% with this moved within a year against 4.9% without it (1.7x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  G••• F••••••• to R•••••• J••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at jefferies.com (firm_website); direct line printed for this person
Who else to call: 29 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
A•••••••• C•••••• J•••••••• I••••••••• A••••••• L••, M•••• S••••••• F•
mixed wealth
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-24. null went to R•••••• J••••
  2026-08-24 (33 days ago). At A••, 8.6% with this moved within a year against 4.9% without it (1.7x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  G••• F••••••• to R•••••• J••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at jefferies.com (firm_website); direct line printed for this person
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J••• A••• H•••••• I••••••••• S•••••••• L••, O••••••• T••••••• I•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-27. null went to S••••••••• W•••••
  2026-07-27 (2 months ago). At I•••••••••, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  M•••••• C••••••• to S••••••••• W•••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at harvestinvestmentservices.com (firm_website)
Before a call: practice size.
G•••••• T••••• T•• F•••••••• A•••••••, G••••••••• S•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-01. null went to W••••• I••••••••• N••••••••• L••
  2026-07-01 (3 months ago). At I•••••••••, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  A•••••• M•••••• to W••••• I••••••••• N••••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at parallelfinancial.com (firm_website); LinkedIn profile
Who else to call: 3 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
B•••• B••••••• T•• F•••••••• A•••••••, G••••••••• S•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-01. null went to W••••• I••••••••• N••••••••• L••
  2026-07-01 (3 months ago). At I•••••••••, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  A•••••• M•••••• to W••••• I••••••••• N••••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at parallelfinancial.com (firm_website)
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
G•••• C•••••• C••• W••••• A•••••••, L••• B••••• C•
Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-06-15. null went to B•••••••• I••••••••• G••••
  2026-06-15 (3 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  C••••• A•••••••• to B•••••••• I••••••••• G••••
Timing
Timing
Value
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Direct
published business email at cruxwealth.com (firm_website); LinkedIn profile
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
T•••• H••••• C••• W••••• A•••••••, L••• B••••• C•
Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-06-15. null went to B•••••••• I••••••••• G••••
  2026-06-15 (3 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  C••••• A•••••••• to B•••••••• I••••••••• G••••
Timing
Timing
Value
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Direct
published business email at cruxwealth.com (firm_website)
Who else to call: 7 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
R••••• P••••• T•• A•••••••• G••••, L•• V••••• N•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-10. null went to M••••• S••••••
  2026-06-10 (4 months ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  R••• W•••• to M••••• S••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at pellerwealthmanagement.com (firm_website)
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
J••••••• M•••••• K•••••••• W••••• M••••••••• L••, G••••• P•••• O•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-14. null went to V••••••• W••••• M•••••••••
  2026-05-14 (5 months ago). At I•••••••••, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  M•••• V••••••• to V••••••• W••••• M•••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at kingsview.com (firm_website); LinkedIn profile
Who else to call: 3 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
I•• M•••••• K•••••••• W••••• M••••••••• L••, G••••• P•••• O•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-14. null went to V••••••• W••••• M•••••••••
  2026-05-14 (5 months ago). At I•••••••••, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  M•••• V••••••• to V••••••• W••••• M•••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at kingsview.com (firm_style_estimate)
Who else to call: 3 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
C••••••••• K••••• B•••••••• F•••••••• A•••••••, C••••••••• N•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-24. null went to M••••• W••••• P•••••••
  2026-08-24 (33 days ago). At I•••••••••, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  M•••••• M••••• to M••••• W••••• P•••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at fulcrumwealth.com (firm_website)
Who else to call: 4 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
T••••• K••••• B••• M••• T•••• A•••••••• L••, B•••••• P•
bank affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-11. null went to L••
  2026-08-11 (46 days ago). At B•••••••••, 14.7% with this moved within a year against 7.5% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  K•••• D•••• to L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at bmt.com (firm_website); LinkedIn profile
Who else to call: 19 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
L••• L••• S••••••••• F•••••••• G••••• L••, W••••••••• P•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-18. null went to L••
  2026-05-18 (4 months ago). At I•••••••••, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  S•••• W•••• to L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at stonebridgefg.com (firm_website); LinkedIn profile
Who else to call: 20 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
A••••• A•••• A••••••••• F•••••••• S•••••••• L••, L••• B••••• C•
national broker-dealer RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-14. null went to A•••• W•••••
  2026-04-14 (6 months ago). At A••, 9.2% with this moved within a year against 4.9% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  A•••••••• A••••••• to A•••• W•••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at ampf.com (hunter)
Before a call: practice size.
R••• F••• J••• M••••• S••••••••• L••, C••••••••• O•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-05. null went to E•••••• A••••••• G••••• L••
  2026-04-05 (6 months ago). At J•••••••, 9.9% with this moved within a year against 5.5% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  R•••• L••• to E•••••• A••••••• G••••• L••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at jpmorgan.com (apollo); LinkedIn profile
Before a call: practice size.
K••• M••••• J••• M••••• S••••••••• L••, A••••• C•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-05. null went to E•••••• A••••••• G••••• L••
  2026-04-05 (6 months ago). At J•••••••, 9.9% with this moved within a year against 5.5% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  R•••• L••• to E•••••• A••••••• G••••• L••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at jpmorgan.com (apollo); LinkedIn profile
Before a call: practice size.
G•••••• G••••••• R••••••• W••••• M••••••••• L••, I•••• T••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1B; portable $637M to $712M, revenue at most $10M (transfer share is a judgment)
Team
2-person high-confidence team
1 member left this year; after a first exit 11% of those left followed within a year
Contact
Direct
published business email at rocklinewealth.com (firm_website)
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
T••••• B••••• T•• W••••• C••••••••• G••••, L•• V••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
3-person high-confidence team
1 member left this year; after a first exit 11% of those left followed within a year
Contact
Direct
published business email at vwealth.com (firm_website); LinkedIn profile
Who else to call: 14 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
B•••• L•••• T•• W••••• C••••••••• G••••, L•• V••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
3-person high-confidence team
1 member left this year; after a first exit 11% of those left followed within a year
Contact
Direct
published business email at vwealth.com (firm_website)
Who else to call: 14 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
E••• W••••• T•• W••••• C••••••••• G••••, L•• V••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
3-person high-confidence team
1 member left this year; after a first exit 11% of those left followed within a year
Contact
Direct
published business email at metcalfpartners.com (firm_website); LinkedIn profile
Who else to call: 14 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
M•••••• J•••• M•• C•••••• M••••••••• L••, L•• A••••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
2 members left this year; after a first exit 11% of those left followed within a year
Contact
Direct
direct line printed for this person; LinkedIn profile
Who else to call: 33 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size; joined the current firm under a year ago.
M••• S••• M•• C•••••• M••••••••• L••, L•• A••••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
2 members left this year; after a first exit 11% of those left followed within a year
Contact
Direct
direct line printed for this person; LinkedIn profile
Who else to call: 39 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size; joined the current firm under a year ago.
T•••••• W•••••• D•••••••• W••••• M••••••••• L••, O•••• U•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
1 member left this year; after a first exit 11% of those left followed within a year
Contact
Direct
published business email at diversify.com (firm_website)
Who else to call: 33 related advisors, 7 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.

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