Advisors to call now

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

Cathy Navarreross Integrated Capital Management, Bloomfield Hills, Mi
Call-readyindependent RIA
- 40% of this office left for other firms in the last six months (latest 2026-06-22)
  2026-06-22 (3 months ago). At independent RIAs, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-04. null went to Creative Financial Designs, Inc.
  2026-05-04 (5 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).
  Kenneth Coe to CREATIVE FINANCIAL DESIGNS, INC.
Timing
Strong timing
Value
$250M+
Team book $250M to $500M; portable $215M to $382M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 4 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
Henry Hasty Idle Hill Advisors LLC, Greenville, Sc
Call-readyindependent RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-09-08. null went to Creekmur Asset Management, LLC
  2026-09-08 (18 days ago). At independent RIAs, 13.9% with this moved within a year against 5.4% without it (2.6x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  Christopher Wright to CREEKMUR ASSET MANAGEMENT, LLC
Timing
Strong timing
Value
$100M+
Team book $100M to $250M; portable $91M to $102M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 6 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
Kristopher Lewis Tuttle Wealth Partners LLC, Brookhaven, Ga
independent RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-24. null went to Tuttle Capital Management, LLC
  2026-08-24 (33 days ago). At independent RIAs, 13.9% with this moved within a year against 5.4% without it (2.6x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  Frances Newton to TUTTLE CAPITAL MANAGEMENT, LLC
Timing
Strong timing
Value
$100M+
Team book $100M to $250M; portable $52M to $93M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: joined the current firm under a year ago.
M••••• R••••••• T•••••••• P•••••••• L••, E••••• M•
Call-readyindependent RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-08. null went to F•••••• D•• S••••••••• L••
  2026-05-08 (5 months ago). At I•••••••••, 13.9% with this moved within a year against 5.4% without it (2.6x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  C••••••• R••••••• to F•••••• D•• S••••••••• L••
Timing
Strong timing
Value
$100M+
Team book $100M to $250M; portable $160M to $179M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
Z•••••• K••• C••••••••• F•••••••• N••••••, B••••••• N•
Call-readynational broker-dealer RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-13. null went to R•••••• J••••
  2026-08-13 (44 days ago). At A••, 11.3% with this moved within a year against 4.9% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  S•••• F••••• to R•••••• J••••
Timing
Strong timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
5 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at commonwealth.com
Who else to call: 9 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a meaningful reason; who works with them (team unresolved).
C••••• T•••• J••• M••••• S••••••••• L••, A••••••• C•
Call-readywirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-09-11. null went to C•••
  2026-09-11 (15 days ago). At W••••••••, 10.7% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  J••••• K•••••• to C•••
Timing
Strong timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
K•••• K•••••• S••••• F••••••••• L••, P••••••••• N•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-08. null went to M•••• F•••••••• A•••••••
  2026-05-08 (5 months ago). At B•••••••••, 11.0% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  D•••• T••••• to M•••• F•••••••• A•••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
J••• D•••• S••••• F••••••••• L••, P••••••••• N•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-08. null went to M•••• F•••••••• A•••••••
  2026-05-08 (5 months ago). At B•••••••••, 11.0% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  D•••• T••••• to M•••• F•••••••• A•••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
R••• H•••••• S••••• F••••••••• L••, P••••••••• N•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-08. null went to M•••• F•••••••• A•••••••
  2026-05-08 (5 months ago). At B•••••••••, 11.0% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  D•••• T••••• to M•••• F•••••••• A•••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
S••••• R••• M••••• S••••••, E• S••••••• C•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-29. null went to W•••• F••••
  2026-05-29 (4 months ago). At W••••••••, 10.7% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  C••••• T••••• to W•••• F••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
8 move with them
Contact
Firm level
inferred email (firm style, deliverability sampled) at morganstanley.com
Who else to call: 40 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.
E•••••• M•••• C••••••••• F•••••••• N••••••, R••••••••• N•
national broker-dealer RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-13. null went to R•••••• J••••
  2026-08-13 (44 days ago). At A••, 11.3% with this moved within a year against 4.9% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  S•••• F••••• to R•••••• J••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at commonwealth.com
Who else to call: 11 related advisors, 4 on a link type measured as carrying moves (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••• P••••••• C••••••••• F•••••••• N••••••, W••••••• M•
national broker-dealer RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-13. null went to R•••••• J••••
  2026-08-13 (44 days ago). At A••, 11.3% with this moved within a year against 4.9% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  S•••• F••••• to R•••••• J••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at commonwealth.com
Who else to call: 9 related advisors, 4 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••••••• G•••••••• C••••••••• F•••••••• N••••••, R••••••••• N•
national broker-dealer RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-13. null went to R•••••• J••••
  2026-08-13 (44 days ago). At A••, 11.3% with this moved within a year against 4.9% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  S•••• F••••• to R•••••• J••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at commonwealth.com
Who else to call: 11 related advisors, 4 on a link type measured as carrying moves (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.
P••• M••••• L•• F•••••••• L••, M••••••••• L•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-05. null went to W•••• F••••
  2026-08-05 (52 days ago). At L••, 8.9% with this moved within a year against 4.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  G•••••• R••••••• to W•••• F••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at lpl.com
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
T••••• W•••• L•• F•••••••• L••, B••••• B•••••• L•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-05. null went to W•••• F••••
  2026-08-05 (52 days ago). At L••, 8.9% with this moved within a year against 4.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  G•••••• R••••••• to W•••• F••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at lpl.com
Who else to call: 3 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.
D•••••• L•••••• L•• F•••••••• L••, L••••••••• L•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-05. null went to W•••• F••••
  2026-08-05 (52 days ago). At L••, 8.9% with this moved within a year against 4.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  G•••••• R••••••• to W•••• F••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at lpl.com
Who else to call: 3 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.
D••••• R••••••••• U•• F•••••••• S••••••• I•••, G••••• C•••• N•
wirehouse
- a prior co-move teammate left the firm for an independent RIA on 2026-05-19. null went to I•• C••••••• L••
  2026-05-19 (4 months ago). At W••••••••, 10.7% with this moved within a year against 5.2% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  F•••• H••••• to I•• C••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at ubs.com
Who else to call: 4 related advisors, 1 on a link type measured as carrying moves (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.
M•••••• B••••••• U•• F•••••••• S••••••• I•••, G••••• C•••• N•
wirehouse
- a prior co-move teammate left the firm for an independent RIA on 2026-05-19. null went to I•• C••••••• L••
  2026-05-19 (4 months ago). At W••••••••, 10.7% with this moved within a year against 5.2% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  F•••• H••••• to I•• C••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at ubs.com
Who else to call: 10 related advisors, 1 on a link type measured as carrying moves (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••• G••••••• U•• F•••••••• S••••••• I•••, G••••• C•••• N•
wirehouse
- a prior co-move teammate left the firm for an independent RIA on 2026-05-19. null went to I•• C••••••• L••
  2026-05-19 (4 months ago). At W••••••••, 10.7% with this moved within a year against 5.2% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  F•••• H••••• to I•• C••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at ubs.com
Who else to call: 4 related advisors, 1 on a link type measured as carrying moves (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.
B•••• B•••••• J••• M••••• S••••••••• L••, L• C•••••• C•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-09-09. null went to W•••• F••••
  2026-09-09 (17 days ago). At W••••••••, 10.7% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  J•••• E•••••• to W•••• F••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Who else to call: 2 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.
L••• P•••• T•• L••• W••••• G••••, W••••• G•••••• F•
Call-readyindependent RIA
- 25% of this office left for other firms in the last six months (latest 2026-07-12)
  2026-07-12 (3 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-07-12. null went to L••
  2026-07-12 (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•••••••• T••••• to L••
Timing
Strong timing
Value
Not estimable
Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at lifewealthgroup.com
Who else to call: 12 related advisors, 4 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).
A•••• C•••••• J••• M••••• S••••••••• L••, F•• W••••• T•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-06-18. null went to M••••••
  2026-06-18 (3 months ago). At W••••••••, 10.7% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  J•••• A•••• to M••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
D••••• C••• J••• M••••• S••••••••• L••, F•• W••••• T•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-06-18. null went to M••••••
  2026-06-18 (3 months ago). At W••••••••, 10.7% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  J•••• A•••• to M••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Who else to call: 3 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••• L•••• K••••• A••••••• S•••••••• L••, A••••••••• G•
broker-dealer affiliated
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-04-01)
  2026-04-01 (6 months ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
4-person high-confidence team
1 member left this year; after a first exit 11% of those left followed within a year
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 8 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
B•••••• H•••• K••••• A••••••• S•••••••• L••, A••••••••• G•
broker-dealer affiliated
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-04-01)
  2026-04-01 (6 months ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
4-person high-confidence team
1 member left this year; after a first exit 11% of those left followed within a year
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
S••••• G•••••••• K••••• A••••••• S•••••••• L••, A••••••••• G•
broker-dealer affiliated
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-04-01)
  2026-04-01 (6 months ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
4-person high-confidence team
1 member left this year; after a first exit 11% of those left followed within a year
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
W•••••• T••••••• K••••• A••••••• S•••••••• L••, A••••••••• G•
broker-dealer affiliated
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-04-01)
  2026-04-01 (6 months ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
4-person high-confidence team
1 member left this year; after a first exit 11% of those left followed within a year
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; the full regulatory record.
Before a call: practice size.
C•••• P••••• U•• F•••••••• S••••••• I•••, C•••••••• C•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-06-16. null went to S•••••• P••••••• I••••••••• A•••••••• L••
  2026-06-16 (3 months ago). At W••••••••, 10.7% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  P•••• D•••••• to S•••••• P••••••• I••••••••• A•••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at ubs.com
Before a call: practice size.
D••••• S••••••••• U•• F•••••••• S••••••• I•••, J••••••• N•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-06-16. null went to S•••••• P••••••• I••••••••• A•••••••• L••
  2026-06-16 (3 months ago). At W••••••••, 10.7% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  P•••• D•••••• to S•••••• P••••••• I••••••••• A•••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at ubs.com
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
D••• M••••• M••••• S••••••, R•••• N•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-04-08. null went to R••
  2026-04-08 (6 months ago). At W••••••••, 10.7% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  P••••••• C•••• to R••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
inferred email (firm style, deliverability sampled) at morganstanley.com
Who else to call: 42 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
B••••• K••••••• J••• M••••• S••••••••• L••, M••••••••• W•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-09-13. null went to M••••• S••••••
  2026-09-13 (13 days ago). At W••••••••, 10.7% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  M•••••• A•••••• to M••••• S••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Who else to call: 29 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
D••••• R•••• M••••• S••••••, W••••• C••••• C•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-09-09. null went to U••
  2026-09-09 (17 days ago). At W••••••••, 10.7% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  M•••• F••••• V••••••• to U••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
inferred email (firm style, deliverability sampled) at morganstanley.com
Before a call: practice size.
O••• F•• J••• M••••• S••••••••• L••, N•• Y•••• N•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-09-07. null went to U••
  2026-09-07 (19 days ago). At W••••••••, 10.7% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  J••••• Z•••• to U••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Before a call: practice size.
K•••• C•••• T•• A•••••••• I•••, S•••••• N•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-09-04. null went to P••• A••••• S••••••••• L••
  2026-09-04 (22 days ago). At B•••••••••, 11.0% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  R••• G•••••• to P••• A••••• S••••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm main line; firm contact form or inbox
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; the current role; who works with them (team unresolved).
Before a call: practice size.
K•••• B••• C••••• U•••• I••••••••• S•••••••, T•••• N•
bank affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-26. null went to W•••• F••••
  2026-08-26 (31 days ago). At A••, 11.3% with this moved within a year against 4.9% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  B•••• R••••••••• to W•••• F••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: practice size.
J•••••• B••• C•••••••• I••••••••• R••••••• A•••••••• I•••, S••••••••• A•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-18. null went to B•••••••• C•••••• P•••••••• L••
  2026-08-18 (39 days ago). At B•••••••••, 11.0% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  J••• O••••••••• to B•••••••• C•••••• P•••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
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.
T••••• G•••••• L•• F•••••••• L••, S•• D••••• C•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-17. null went to E••••••••
  2026-08-17 (40 days ago). At B•••••••••, 11.0% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  J•• H•••••• to E••••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at lpl.com
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: 5 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.
A••••• E•••••••• U•• F•••••••• S••••••• I•••, N•• Y•••• N•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-13. null went to S••••• W••••• A•••••••• I•••
  2026-08-13 (44 days ago). At W••••••••, 10.7% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  J••• P••• S•••• to S••••• W••••• A•••••••• I•••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at ubs.com
Before a call: practice size.
B•••• M••••• J••• M••••• S••••••••• L••, N•• Y•••• N•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-07-28. null went to O•••• C•••••• M••••••••• L••
  2026-07-28 (2 months ago). At W••••••••, 10.7% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  T•••••• O••••• to O•••• C•••••• M••••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Before a call: practice size.
M••••••• C•••• U•• F•••••••• S••••••• I•••, S•• F••••••••• C•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-07-20. null went to J•••••••
  2026-07-20 (2 months ago). At W••••••••, 10.7% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  E••••• L••• to J•••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at ubs.com
Before a call: practice size.

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