Advisors to call now

A dated fact that historically went with moving, on a practice worth the call.

Changes on what you follow · Describe your platform to see fit

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

Michael Dreyer Stonepath Wealth Management, Sandusky, Mi
Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-09-03. null went to Signature Equity Partners, LLC
  2026-09-03 (23 days 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).
  David Knight to SIGNATURE EQUITY PARTNERS, LLC
Timing
Timing
Value
Not estimable
Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
5 move with them
Contact
Direct
published business email at stonepathwm.com (firm_website)
Andrew Czajkowski Northrock Partners, LLC, Minneapolis, Mn
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-19. null went to Empirical Wealth Management
  2026-05-19 (4 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).
  Sean Hanson to EMPIRICAL WEALTH MANAGEMENT
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Direct
published business email at northrockpartners.com (firm_website); LinkedIn profile
Who else to call: 5 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
Ryan Masterson Northrock Partners, LLC, Issaquah, Wa
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-19. null went to Empirical Wealth Management
  2026-05-19 (4 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).
  Sean Hanson to EMPIRICAL WEALTH MANAGEMENT
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Direct
published business email at northrockpartners.com (firm_website); LinkedIn profile
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.
S••••• M•••••• N•••••••• P•••••••• L••, M••••••••• M•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-19. null went to E•••••••• W••••• M•••••••••
  2026-05-19 (4 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••• H••••• to E•••••••• W••••• M•••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Direct
published business email at northrockpartners.com (firm_website); LinkedIn profile
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
C••••••• H••• N•••••••• P•••••••• L••, M••••••••• M•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-19. null went to E•••••••• W••••• M•••••••••
  2026-05-19 (4 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••• H••••• to E•••••••• W••••• M•••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Direct
published business email at northrockpartners.com (firm_website); LinkedIn profile
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
A••••• D••••••• N•••••••• P•••••••• L••, M••••••••• M•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-19. null went to E•••••••• W••••• M•••••••••
  2026-05-19 (4 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••• H••••• to E•••••••• W••••• M•••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Direct
published business email at northrockpartners.com (firm_website); LinkedIn profile
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J•••• M••••••• P•• W••••• M•••••••••, A•••••• T•
bank affiliated
- a prior co-move teammate left the firm for an independent RIA on 2026-05-06. null went to B•••••• A•••• M••••••••• I•••
  2026-05-06 (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).
  M••••• O••••••• to B•••••• A•••• M••••••••• I•••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Direct
verified business email at pnc.com (hunter)
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
J•••• M•••• P•• W••••• M•••••••••, A•••••• T•
bank affiliated
- a prior co-move teammate left the firm for an independent RIA on 2026-05-06. null went to B•••••• A•••• M••••••••• I•••
  2026-05-06 (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).
  M••••• O••••••• to B•••••• A•••• M••••••••• I•••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Direct
verified business email at pnc.com (firm_style_estimate)
Before a call: practice size.
J••••• C••••••••• P•• W••••• M•••••••••, A•••••• T•
bank affiliated
- a prior co-move teammate left the firm for an independent RIA on 2026-05-06. null went to B•••••• A•••• M••••••••• I•••
  2026-05-06 (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).
  M••••• O••••••• to B•••••• A•••• M••••••••• I•••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Direct
verified business email at pnc.com (firm_style_estimate)
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
C•••••••• T••• P•• W••••• M•••••••••, A•••••• T•
bank affiliated
- a prior co-move teammate left the firm for an independent RIA on 2026-05-06. null went to B•••••• A•••• M••••••••• I•••
  2026-05-06 (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).
  M••••• O••••••• to B•••••• A•••• M••••••••• I•••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Direct
verified business email at pnc.com (firm_style_estimate)
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
P••• C••••• A•••• W••••• A•••••••• L••, C••••••• I•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-14. null went to D••• D••••••• • C••
  2026-04-14 (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).
  C•••••••• B•••• to D••• D••••••• • C••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Direct
published business email at connerfinancialllc.com (firm_website)
Who else to call: 19 related advisors, 19 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
K••••• N••••• A•••• W••••• A•••••••• L••, C••••••• I•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-14. null went to D••• D••••••• • C••
  2026-04-14 (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).
  C•••••••• B•••• to D••• D••••••• • C••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Direct
published business email at aretewealth.com (firm_website)
Who else to call: 6 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.
M•••••• D••••••• M••••••••• A•••••••• L••, N•• Y•••• N•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-29. null went to R•••••• J••••
  2026-06-29 (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).
  E••• M••••• to R•••••• J••••
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.
K•••• C•• M••••••••• A•••••••• L••, N•• Y•••• N•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-29. null went to R•••••• J••••
  2026-06-29 (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).
  E••• M••••• to R•••••• J••••
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.
M••• C••• F•••• P••••••• W•••••• L••, C••••••• I•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-06-18. null went to T•• M••••• G••••• L••
  2026-06-18 (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).
  R•••• P••••••• to T•• M••••• G••••• L••
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.
E••• D•••••• 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)
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.
E••• D•••••••• M••••• S••••••, W••••••••• N•
wirehouse
- passed an adviser exam (S65) on 2026-02-02 after 20 years in the industry, not as part of a same-week firm licensing class
  2026-02-02 (8 months ago). At M••••• S••••••, 7.1% with this moved within a year against 3.7% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Direct
verified business email at morganstanley.com (firm_style_estimate)
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
S•••••• P•••• A••••••••• F•••••••• S•••••••• L••, B••••••••• H••••• M•
national broker-dealer RIA
- this office went from 59 to 22 registered advisors over the last year, with 21 leaving for other firms (latest 2026-07-15)
  2026-07-15 (2 months ago). At A•••••••••, 8.2% with this moved within a year against 4.3% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Direct
verified business email at ampf.com (hunter)
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a meaningful reason; who works with them (team unresolved).
Before a call: practice size.
R••••• D••••• A••••••••• F•••••••• S•••••••• L••, B••••••••• H••••• M•
national broker-dealer RIA
- this office went from 59 to 22 registered advisors over the last year, with 21 leaving for other firms (latest 2026-07-15)
  2026-07-15 (2 months ago). At A•••••••••, 8.2% with this moved within a year against 4.3% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Direct
verified business email at ampf.com (hunter)
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a meaningful reason; who works with them (team unresolved).
Before a call: practice size.
L••••• K•••••• A••••••••• F•••••••• S•••••••• L••, B••••••••• H••••• M•
national broker-dealer RIA
- this office went from 59 to 22 registered advisors over the last year, with 21 leaving for other firms (latest 2026-07-15)
  2026-07-15 (2 months ago). At A•••••••••, 8.2% with this moved within a year against 4.3% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Direct
verified business email at ampf.com (hunter)
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a meaningful reason; 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.

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