Advisors to call now

Offices that lost 20% or more of their advisors in 180 days.

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

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

Logan Blackwood Polen Capital Management, LLC, Boca Raton, Fl
asset manager
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-03-30)
  2026-03-30 (6 months ago). Across all advisors, 13.7% with this moved within a year against 4.9% without it (2.8x, 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: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
Kelly Weyer UBS Financial Services Inc., Syracuse, Ny
wirehouse
- this office went from 9 to 5 registered advisors over the last year, with 4 leaving for other firms (latest 2026-01-29)
  2026-01-29 (8 months ago). At UBS, 13.4% with this moved within a year against 5.5% without it (2.5x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
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 ubs.com
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
Tyler Merz UBS Financial Services Inc., Syracuse, Ny
wirehouse
- this office went from 9 to 5 registered advisors over the last year, with 4 leaving for other firms (latest 2026-01-29)
  2026-01-29 (8 months ago). At UBS, 13.4% with this moved within a year against 5.5% without it (2.5x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
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 ubs.com
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
S•••• A•••• U•• F•••••••• S••••••• I•••, S•••••••• N•
wirehouse
- this office went from 9 to 5 registered advisors over the last year, with 4 leaving for other firms (latest 2026-01-29)
  2026-01-29 (8 months ago). At U••, 13.4% with this moved within a year against 5.5% without it (2.5x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
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 ubs.com
Before a call: practice size.
M••• W••••• U•• F•••••••• S••••••• I•••, S•••••••• N•
wirehouse
- this office went from 9 to 5 registered advisors over the last year, with 4 leaving for other firms (latest 2026-01-29)
  2026-01-29 (8 months ago). At U••, 13.4% with this moved within a year against 5.5% without it (2.5x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
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 ubs.com
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: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
A•• L••• S••••••• E••••• M••••••••• L••, T••••• F•
independent RIA
- this office went from 13 to 7 registered advisors over the last year, with 7 leaving for other firms (latest 2026-01-28)
  2026-01-28 (8 months ago). At I•••••••••, 22.2% with this moved within a year against 5.4% without it (4.1x, 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
Who else to call: 12 related advisors (teammates, former teammates, office peers and business partners).
E•••••• S•••• S••••••• E••••• M••••••••• L••, T••••• F•
independent RIA
- this office went from 13 to 7 registered advisors over the last year, with 7 leaving for other firms (latest 2026-01-28)
  2026-01-28 (8 months ago). At I•••••••••, 22.2% with this moved within a year against 5.4% without it (4.1x, 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
Who else to call: 13 related advisors (teammates, former teammates, office peers and business partners).
K•••••• O••••• S••••••• E••••• M••••••••• L••, T••••• F•
independent RIA
- this office went from 13 to 7 registered advisors over the last year, with 7 leaving for other firms (latest 2026-01-28)
  2026-01-28 (8 months ago). At I•••••••••, 22.2% with this moved within a year against 5.4% without it (4.1x, 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
Who else to call: 12 related advisors, 6 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
C••• W••••• S••••••• E••••• M••••••••• L••, T••••• F•
independent RIA
- this office went from 13 to 7 registered advisors over the last year, with 7 leaving for other firms (latest 2026-01-28)
  2026-01-28 (8 months ago). At I•••••••••, 22.2% with this moved within a year against 5.4% without it (4.1x, 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
Who else to call: 12 related advisors, 6 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
G•••• P••••••• C••••••••• F•••••••• N••••••, A••••••••• P•
national broker-dealer RIA
- this office went from 13 to 7 registered advisors over the last year, with 7 leaving for other firms (latest 2026-01-15)
  2026-01-15 (8 months ago). At N•••••••••, 8.2% with this moved within a year against 3.9% 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
catch-all email (domain accepts every address, unverifiable) at commonwealth.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: 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; joined the current firm under a year ago.
P••••••• S•••••••• E•••• I••••• A•••••••• I•••, E••••••• C•••• M•
independent RIA
- this office went from 8 to 6 registered advisors over the last year, with 3 leaving for other firms (latest 2025-12-23)
  2025-12-23 (9 months ago). At I•••••••••, 22.2% with this moved within a year against 5.4% without it (4.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable; portable at most $250M, 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: 5 related advisors (teammates, former teammates, office peers and business partners).
J••••••• D•••• E•••• I••••• A•••••••• I•••, E••••••• C•••• M•
independent RIA
- this office went from 8 to 6 registered advisors over the last year, with 3 leaving for other firms (latest 2025-12-23)
  2025-12-23 (9 months ago). At I•••••••••, 22.2% with this moved within a year against 5.4% without it (4.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable; portable at most $250M, 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: 10 related advisors (teammates, former teammates, office peers and business partners).
C••••• W••••• E•••• I••••• A•••••••• I•••, E••••••• C•••• M•
independent RIA
- this office went from 8 to 6 registered advisors over the last year, with 3 leaving for other firms (latest 2025-12-23)
  2025-12-23 (9 months ago). At I•••••••••, 22.2% with this moved within a year against 5.4% without it (4.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable; portable at most $250M, 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: 5 related advisors (teammates, former teammates, office peers and business partners).
D••••• D••••• E•••• I••••• A•••••••• I•••, E••••••• C•••• M•
independent RIA
- this office went from 8 to 6 registered advisors over the last year, with 3 leaving for other firms (latest 2025-12-23)
  2025-12-23 (9 months ago). At I•••••••••, 22.2% with this moved within a year against 5.4% without it (4.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable; portable at most $250M, 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: 5 related advisors (teammates, former teammates, office peers and business partners).
N••••••• I••••••••• E•••• I••••• A•••••••• I•••, E••••••• C•••• M•
independent RIA
- this office went from 8 to 6 registered advisors over the last year, with 3 leaving for other firms (latest 2025-12-23)
  2025-12-23 (9 months ago). At I•••••••••, 22.2% with this moved within a year against 5.4% without it (4.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable; portable at most $250M, 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: 5 related advisors (teammates, former teammates, office peers and business partners).
M•••••• A•••••• N••••••••• M••••• I••••••••• S•••••••••, L••••••• I•
no RAUM reported
- this office went from 16 to 12 registered advisors over the last year, with 4 leaving for other firms (latest 2025-12-08)
  2025-12-08 (10 months ago). At A••, 13.7% with this moved within a year against 4.9% without it (2.8x, 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 main line
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.
M••• E••• I••••••••• F•••••••• G••••• L••, C•••••••• C•
broker-dealer affiliated
- this office went from 8 to 5 registered advisors over the last year, with 3 leaving for other firms (latest 2025-11-26)
  2025-11-26 (10 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
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).
Before a call: practice size.
R••••• C•••••• I••••••••• F•••••••• G••••• L••, C•••••••• C•
broker-dealer affiliated
- this office went from 8 to 5 registered advisors over the last year, with 3 leaving for other firms (latest 2025-11-26)
  2025-11-26 (10 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
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).
Before a call: practice size.
J•• M••••• I••••••••• F•••••••• G••••• L••, C•••••••• C•
broker-dealer affiliated
- this office went from 8 to 5 registered advisors over the last year, with 3 leaving for other firms (latest 2025-11-26)
  2025-11-26 (10 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
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 14 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
V••••••• P••• I••••••••• F•••••••• G••••• L••, C•••••••• C•
broker-dealer affiliated
- this office went from 8 to 5 registered advisors over the last year, with 3 leaving for other firms (latest 2025-11-26)
  2025-11-26 (10 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
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).
Before a call: practice size.
J•••••• K••• P•• A•••••••, A••••••••• N•
independent RIA
- this office went from 9 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2025-11-10)
  2025-11-10 (11 months ago). At I•••••••••, 22.2% with this moved within a year against 5.4% without it (4.1x, 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.
B••••••• S••••••••• B•••••• L••• A••••••• S•••••••• I•••, B••••••••• T•
broker-dealer affiliated
- this office went from 10 to 7 registered advisors over the last year, with 4 leaving for other firms (latest 2025-10-28)
  2025-10-28 (11 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
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: practice size.
C••••••• B•••••••• B•••••• L••• A••••••• S•••••••• I•••, B••••••••• T•
broker-dealer affiliated
- this office went from 10 to 7 registered advisors over the last year, with 4 leaving for other firms (latest 2025-10-28)
  2025-10-28 (11 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
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).
Before a call: practice size.
R••• P•••••• B•••••• L••• A••••••• S•••••••• I•••, B••••••••• T•
broker-dealer affiliated
- this office went from 10 to 7 registered advisors over the last year, with 4 leaving for other firms (latest 2025-10-28)
  2025-10-28 (11 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
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).
Before a call: practice size.
W•••••• S••••••• B•••••• L••• A••••••• S•••••••• I•••, B••••••••• T•
broker-dealer affiliated
- this office went from 10 to 7 registered advisors over the last year, with 4 leaving for other firms (latest 2025-10-28)
  2025-10-28 (11 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
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).
Before a call: practice size.
A••••• B••••• B•••••• L••• A••••••• S•••••••• I•••, B••••••••• T•
broker-dealer affiliated
- this office went from 10 to 7 registered advisors over the last year, with 4 leaving for other firms (latest 2025-10-28)
  2025-10-28 (11 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
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).
Before a call: practice size.
N•••• P••••• B•••••• L••• A••••••• S•••••••• I•••, B••••••••• T•
broker-dealer affiliated
- this office went from 10 to 7 registered advisors over the last year, with 4 leaving for other firms (latest 2025-10-28)
  2025-10-28 (11 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
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).
Before a call: practice size.
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).
K•••• K••••• J••• M••••• S••••••••• L••, S••••••••• I•
wirehouse
- this office went from 9 to 6 registered advisors over the last year, with 3 leaving for other firms (latest 2026-04-14)
  2026-04-14 (6 months ago). At W••••••••, 9.1% with this moved within a year against 5.1% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
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: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
R••• H•••••••• J••• M••••• S••••••••• L••, S••••••••• I•
wirehouse
- this office went from 9 to 6 registered advisors over the last year, with 3 leaving for other firms (latest 2026-04-14)
  2026-04-14 (6 months ago). At W••••••••, 9.1% with this moved within a year against 5.1% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
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: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; the current role; who works with them (team unresolved).
E••••• A••••••• J••• M••••• S••••••••• L••, I•••••• T•
wirehouse
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-03-04)
  2026-03-04 (7 months ago). At W••••••••, 9.1% with this moved within a year against 5.1% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
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: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
C••••• Z••••• J••• M••••• S••••••••• L••, S••••••••• I•
wirehouse
- this office went from 9 to 6 registered advisors over the last year, with 3 leaving for other firms (latest 2026-04-14)
  2026-04-14 (6 months ago). At W••••••••, 9.1% with this moved within a year against 5.1% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
Value
Not estimable
Book not estimable
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; who works with them (team unresolved).
Before a call: practice size.
M••••• V••• S•••••• S••••••••• I•••, O•••••• F• F•
bank affiliated
- 20% of this office left for other firms in the last six months (latest 2026-08-11)
  2026-08-11 (46 days ago). At B•••••••••, 14.8% with this moved within a year against 7.4% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: practice size.
A•••••••• L••• S•••••• S••••••••• I•••, O•••••• F• F•
bank affiliated
- 20% of this office left for other firms in the last six months (latest 2026-08-11)
  2026-08-11 (46 days ago). At B•••••••••, 14.8% with this moved within a year against 7.4% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: practice size.
K•••• W••• S•••••• S••••••••• I•••, O•••••• F• F•
bank affiliated
- 20% of this office left for other firms in the last six months (latest 2026-08-11)
  2026-08-11 (46 days ago). At B•••••••••, 14.8% with this moved within a year against 7.4% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 14 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
S•••• W••• S•••••• S••••••••• I•••, O•••••• F• F•
bank affiliated
- 20% of this office left for other firms in the last six months (latest 2026-08-11)
  2026-08-11 (46 days ago). At B•••••••••, 14.8% with this moved within a year against 7.4% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
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•••• S••• W•••• F•••• A•••••••, W•••• T•
wirehouse
- 29% of this office left for other firms in the last six months (latest 2026-08-07)
  2026-08-07 (50 days ago). At W•••• F••••, 9.8% with this moved within a year against 5.3% 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
No team seen
Contact
Firm level
provider email, not verified at the firm's domain
Who else to call: 19 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
R••• J••• J•••• C••••••• S••••••••• I•••, B•••••••• N•
bank affiliated
- 33% of this office left for other firms in the last six months (latest 2026-06-25)
  2026-06-25 (3 months ago). At B•••••••••, 14.8% with this moved within a year against 7.4% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at citizensbank.com
Business ties: Some: 1 investment vehicle 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.
A••••• Z••• H•••• C••••••• S••••••••• I•••, B•••••••• N•
bank affiliated
- 33% of this office left for other firms in the last six months (latest 2026-06-25)
  2026-06-25 (3 months ago). At B•••••••••, 14.8% with this moved within a year against 7.4% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at citizensbank.com
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size; joined the current firm under a year ago.
R••••• G••••• F•••• C••••••• S••••••••• I•••, B•••••••• N•
bank affiliated
- 33% of this office left for other firms in the last six months (latest 2026-06-25)
  2026-06-25 (3 months ago). At B•••••••••, 14.8% with this moved within a year against 7.4% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at citizensbank.com
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size; joined the current firm under a year ago.

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