Advisors to call now

Anything dated in the last 90 days, measured or not.

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

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

Andrew Block RBC Rochdale, LLC, Beverly Hills, Ca
platform or SMA manager
- 20% of this office left for other firms in the last six months (latest 2026-06-24)
  2026-06-24 (3 months ago). Across all advisors, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
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: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
Samuel Melchiorre RBC Rochdale, LLC, Beverly Hills, Ca
platform or SMA manager
- 20% of this office left for other firms in the last six months (latest 2026-06-24)
  2026-06-24 (3 months ago). Across all advisors, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
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: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
Janis Waldman-Cooper LPL Financial LLC, Leonardo, Nj
broker-dealer affiliated
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-06-24. null went to Cambridge
  2026-06-24 (3 months ago). At LPL, 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).
  Anthony Tomaro to Cambridge
Timing
Strong timing
measured at this firm
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: 1 related advisor, 1 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.
J•• L••••• T••••••• I••••••••• M••••••••• I•••, W•••••••• I•
broker-dealer affiliated
- passed an adviser exam (S66) on 2026-06-24 after 3 years in the industry, not as part of a same-week firm licensing class
  2026-06-24 (3 months ago). At T•••••••, 15.0% with this moved within a year against 4.6% without it (3.3x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
inferred email (firm style, deliverability sampled) at thrivent.com
Before a call: practice size.
K•••• B•••• R•• R•••••••• L••, B•••••• H••••• C•
platform or SMA manager
- 20% of this office left for other firms in the last six months (latest 2026-06-24)
  2026-06-24 (3 months ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
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: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
L•••••• C••• R•• R•••••••• L••, B•••••• H••••• C•
platform or SMA manager
- 20% of this office left for other firms in the last six months (latest 2026-06-24)
  2026-06-24 (3 months ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
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.
C••••• B•••• R•• R•••••••• L••, B•••••• H••••• C•
platform or SMA manager
- 20% of this office left for other firms in the last six months (latest 2026-06-24)
  2026-06-24 (3 months ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
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: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
A••• I•••• R•• R•••••••• L••, B•••••• H••••• C•
platform or SMA manager
- 20% of this office left for other firms in the last six months (latest 2026-06-24)
  2026-06-24 (3 months ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
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: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
A••••• G•••• U•• F•••••••• S•••••••• I•••, K••••• C•••• M•
bank affiliated
- this office went from 18 to 12 registered advisors over the last year, with 2 leaving for other firms (latest 2026-05-12)
  2026-05-12 (5 months ago). At B•••••••••, 15.9% with this moved within a year against 7.5% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
provider email, not verified at umb.com; firm contact form or inbox
Before a call: practice size.
C•••• A•••••••• U•• F•••••••• S•••••••• I•••, K••••• C•••• M•
bank affiliated
- this office went from 18 to 12 registered advisors over the last year, with 2 leaving for other firms (latest 2026-05-12)
  2026-05-12 (5 months ago). At B•••••••••, 15.9% with this moved within a year against 7.5% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
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•••• P••••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, K••••• C•••• M•
broker-dealer affiliated
- passed the Series 63 on 2026-03-24 after 26 years in the industry, not as part of a firm licensing class
  2026-03-24 (6 months ago). At B•••••••••, 12.2% with this moved within a year against 5.3% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
provider email, not verified at the firm's domain
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
G•••••• B•••• C•••••••• I••••••••• R••••••• A•••••••• I•••, R••••••••• N•
broker-dealer affiliated
- passed the Series 63 on 2025-12-11 after 6 years in the industry, not as part of a firm licensing class
  2025-12-11 (10 months ago). At B•••••••••, 12.2% with this moved within a year against 5.3% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
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: 4 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•••• P••••••••• C•••••• A••••••• L••, S••••••••• A•
asset manager
- passed the Series 63 on 2025-11-03 after 7 years in the industry, not as part of a firm licensing class
  2025-11-03 (11 months ago). At A••, 11.8% with this moved within a year against 4.9% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
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: 33 related advisors, 33 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
C••••••••• A•••••••• N••• F•••••• I••••••••• S•••••••• L••, M••••••••• T•
broker-dealer affiliated
- passed the Series 63 on 2025-11-03 after 13 years in the industry, not as part of a firm licensing class
  2025-11-03 (11 months ago). At B•••••••••, 12.2% with this moved within a year against 5.3% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
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 navyfederal.org; firm main line; firm contact form or inbox
Business ties: Some: 1 nonprofit or civic board/officer role on file. A measure of business ties, not of book size or clients.
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; joined the current firm under a year ago.
S•••• P••••• L•••••• I•••••••••, C••••••• S••••••• C•
broker-dealer affiliated
- passed the Series 63 on 2025-10-27 after 28 years in the industry, not as part of a firm licensing class
  2025-10-27 (11 months ago). At B•••••••••, 12.2% with this moved within a year against 5.3% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
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.
B•••••• P•••••• K••••• P•••••• W••••• S•••••••• L••, A•••••• T•
broker-dealer affiliated
- passed the Series 63 on 2025-10-27 after 19 years in the industry, not as part of a firm licensing class
  2025-10-27 (11 months ago). At B•••••••••, 12.2% with this moved within a year against 5.3% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
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: 76 related advisors, 76 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
K•••• K•••••• K••••• A••••••• S•••••••• L••, A•••••• T•
broker-dealer affiliated
- passed the Series 65 on 2025-10-17 while already holding the Series 66; the 65 lets an adviser register without a broker-dealer
  2025-10-17 (11 months ago). At B•••••••••, 13.6% with this moved within a year against 5.3% without it (2.6x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
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: 9 related advisors, 7 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.
S•••• V•••••••• C••• P•••••• W•••••• L••, O••••• B••• N•
independent RIA
- passed the Series 65 on 2026-07-18 while already holding the Series 66; the 65 lets an adviser register without a broker-dealer
  2026-07-18 (2 months ago). At I•••••••••, 10.1% with this moved within a year against 5.4% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable $228M to $405M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Firm level
firm contact form or inbox
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: joined the current firm under a year ago.
O••••• M•• P•••••• I••••••••• O•••••, C••••••••• S•
independent RIA
- passed an adviser exam (S65) on 2026-08-17 after 3 years in the industry, not as part of a same-week firm licensing class
  2026-08-17 (40 days ago). At I•••••••••, 9.4% with this moved within a year against 5.4% without it (1.7x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Timing
Value
$250M+
Team book $1B+; portable $2.0B to $3.6B (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
Before a call: joined the current firm under a year ago.
E•••••••• H••••• M••••••••• F•••••••• C•••••••••, B•••••• M•
independent RIA
- passed an adviser exam (S65) on 2026-08-04 after 8 years in the industry, not as part of a same-week firm licensing class
  2026-08-04 (53 days ago). At I•••••••••, 8.8% with this moved within a year against 5.4% without it (1.6x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable $212M to $378M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Missing: who works with them (team unresolved).
Before a call: joined the current firm under a year ago.
M•••••• M••••• R•••• W••••• M••••••••• L••, H•••••••• R••••• C•
independent RIA
- passed an adviser exam (S65) on 2026-07-23 after 10 years in the industry, not as part of a same-week firm licensing class
  2026-07-23 (2 months ago). At I•••••••••, 8.8% with this moved within a year against 5.4% without it (1.6x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Timing
Value
$250M+
Team book $500M to $1B; portable $315M to $561M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: the current role; who works with them (team unresolved).
Before a call: joined the current firm under a year ago.
J••••• P•••• M••••••••• C•••••• A•••••••• L••, L••••• R•••• A•
independent RIA
- passed an adviser exam (S65) on 2026-07-27 after 3 years in the industry, not as part of a same-week firm licensing class
  2026-07-27 (2 months ago). At I•••••••••, 9.4% with this moved within a year against 5.4% without it (1.7x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable $116M to $207M, 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 (teammates, former teammates, office peers and business partners).
Before a call: joined the current firm under a year ago.
C••••••••• R••••••• C•••••• R••••••••• • W•••••• L••, N•• B••••••• M•
independent RIA
- passed an adviser exam (S65) on 2026-06-25 after 6 years in the industry, not as part of a same-week firm licensing class
  2026-06-25 (3 months ago). At I•••••••••, 8.8% with this moved within a year against 5.4% without it (1.6x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable $70M to $124M, 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 (teammates, former teammates, office peers and business partners).
Before a call: joined the current firm under a year ago.
M••• R•••••••• J••• M••••• S••••••••• L••, G••••• C•••• N•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-18. null went to A••••• A•• P••••••• S•••••••
  2026-08-18 (39 days 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).
  L•••• P•••••• to A••••• A•• P••••••• S•••••••
Timing
Timing
measured at this firm
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
2 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Who else to call: 41 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
M••••••••• F••••• J••• M••••• S••••••••• L••, P••••••• M•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-18. null went to A••••• A•• P••••••• S•••••••
  2026-08-18 (39 days 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).
  L•••• P•••••• to A••••• A•• P••••••• S•••••••
Timing
Timing
measured at this firm
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
2 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Missing: a usable practice size; who works with them (team unresolved).
S•••••••• P•••••• J••• M••••• S••••••••• L••, S••••• I•••••• N•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-18. null went to A••••• A•• P••••••• S•••••••
  2026-08-18 (39 days 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).
  L•••• P•••••• to A••••• A•• P••••••• S•••••••
Timing
Timing
measured at this firm
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
2 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
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).
W•••••• S•••••• M••• W•••••, A•••••• T•
state-registered adviser
- passed the Series 65 on 2026-08-10 while already holding the Series 66; the 65 lets an adviser register without a broker-dealer
  2026-08-10 (47 days ago). At A••, 9.4% with this moved within a year against 4.9% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Timing
Value
$25M+
Team book $50M to $100M; portable $62M to $69M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: joined the current firm under a year ago.
D••••• B•••• M••••••• R••••••••• P•••••••, D•••••• C•
state-registered adviser
- passed the Series 65 on 2026-07-10 while already holding the Series 66; the 65 lets an adviser register without a broker-dealer
  2026-07-10 (3 months ago). At A••, 9.4% with this moved within a year against 4.9% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Timing
Value
$25M+
Team book $50M to $100M; portable $55M to $61M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: joined the current firm under a year ago.
A•••• D•••• A••••••••• F•••••••• S•••••••• L••, R••••••••• T•
national broker-dealer RIA
- this office went from 12 to 8 registered advisors over the last year, with 5 leaving for other firms (latest 2026-07-08)
  2026-07-08 (3 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
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Firm level
provider email, not verified at the firm's domain
Missing: a usable practice size; who works with them (team unresolved).
J•• C•••• A••••••• L••, H••••••••• N•
mixed wealth
- passed an adviser exam (S66) on 2026-07-12 after 32 years in the industry, not as part of a same-week firm licensing class
  2026-07-12 (3 months ago). At A••, 7.2% with this moved within a year against 4.9% without it (1.5x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Timing
Value
Under $25M
Team book under $25M; portable $2M to $2M, revenue at most $250K (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: joined the current firm under a year ago.
O••••• H•••••• J••• M••••• S••••••••• L••, L•• V••••• N•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-18. null went to M••••••
  2026-08-18 (39 days 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).
  L••• O••••••• to M••••••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
9 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
J••• F•••••• J••• M••••• S••••••••• L••, D•• M••• C•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-02. null went to M••••••
  2026-06-02 (4 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).
  C•••• G•••• to M••••••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
8 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
S•••• S••••• G•••••••• F•••••••• A•••••••• L••, H••••••• T•
institutional manager
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-11. null went to O•••••••••
  2026-09-11 (15 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).
  S•••• S•••• to O•••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 9 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•••••• K••••• G•••••••• F•••••••• A•••••••• L••, H••••••• T•
institutional manager
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-11. null went to O•••••••••
  2026-09-11 (15 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).
  S•••• S•••• to O•••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 9 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.
S••••• N••• G•••••••• F•••••••• A•••••••• L••, R•••••• M••••••• I•
institutional manager
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-11. null went to O•••••••••
  2026-09-11 (15 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).
  S•••• S•••• to O•••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 7 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.
R••• O•••• G•••••••• F•••••••• A•••••••• L••, D•••••• T•
institutional manager
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-11. null went to O•••••••••
  2026-09-11 (15 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).
  S•••• S•••• to O•••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 13 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.
R•••••• H••• G•••••••• F•••••••• A•••••••• L••, A•••••• T•
institutional manager
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-11. null went to O•••••••••
  2026-09-11 (15 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).
  S•••• S•••• to O•••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 8 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.
R•••••• T••••• G•••••••• F•••••••• A•••••••• L••, M••••••• W•
institutional manager
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-11. null went to O•••••••••
  2026-09-11 (15 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).
  S•••• S•••• to O•••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 10 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••••• S••••• G•••••••• F•••••••• A•••••••• L••, H••••••• T•
institutional manager
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-11. null went to O•••••••••
  2026-09-11 (15 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).
  S•••• S•••• to O•••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 16 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••• T•••• J••• M••••• S••••••••• L••, A•••• V•••••• M•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-09. null went to C••••••• S••••••••• I•••
  2026-07-09 (3 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).
  M•••••• K•••••• to C••••••• S••••••••• I•••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Who else to call: 4 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.

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