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

Tyler Burns Steward Partners Investment Advisory, LLC, New York, Ny
broker-dealer affiliated
- 30% of this office left for other firms in the last six months (latest 2026-07-10)
  2026-07-10 (3 months ago). At broker-dealer affiliated firms, 11.2% with this moved within a year against 5.3% 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
2 move with them
Contact
Firm level
firm contact form or inbox
Before a call: practice size; joined the current firm under a year ago.
Peter Dorfman Steward Partners Investment Advisory, LLC, New York, Ny
broker-dealer affiliated
- 30% of this office left for other firms in the last six months (latest 2026-07-10)
  2026-07-10 (3 months ago). At broker-dealer affiliated firms, 11.2% with this moved within a year against 5.3% 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
2 move with them
Contact
Firm level
firm contact form or inbox
Before a call: practice size; joined the current firm under a year ago.
Troy Wiebler UBS Financial Services Inc., Wayzata, Mn
wirehouse
- this office went from 38 to 28 registered advisors over the last year, with 13 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 days 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, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J•••• B••• U•• F•••••••• S••••••• I•••, W••••••• M•
wirehouse
- this office went from 38 to 28 registered advisors over the last year, with 13 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 days 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
Who else to call: 2 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
D•••••• H•••••• P•••••••• S••••••••• I•••, M••••••• N•
broker-dealer affiliated
- 20% of this office left for other firms in the last six months (latest 2026-09-09)
  2026-09-09 (17 days ago). At B•••••••••, 11.2% with this moved within a year against 5.3% 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 principal.com; firm contact form or inbox
Who else to call: 2 related advisors, 2 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.
C•••••••• F•••• P•••••••• S••••••••• I•••, M••••••• N•
broker-dealer affiliated
- 20% of this office left for other firms in the last six months (latest 2026-09-09)
  2026-09-09 (17 days ago). At B•••••••••, 11.2% with this moved within a year against 5.3% 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 principal.com; firm contact form or inbox
Before a call: practice size; joined the current firm under a year ago.
M•••••• B•••• F•• I••••••••• L••, W••••••••• D•
asset manager
- 20% of this office left for other firms in the last six months (latest 2026-09-02)
  2026-09-02 (24 days 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: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
E•••••• C••• T•• W••••• M••••••••• L••, H••••••• T•
other adviser
- 21% of this office left for other firms in the last six months (latest 2026-08-24)
  2026-08-24 (33 days 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
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: practice size.
G•••• K• U•• F•••••••• S••••••• I•••, P••••• T•
wirehouse
- 23% of this office left for other firms in the last six months (latest 2026-08-24)
  2026-08-24 (33 days ago). At U••, 12.8% with this moved within a year against 5.5% without it (2.4x, 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: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
S•••• B••••• P••• A••••• S••••••••• L••, G•••••••• V••••••• C•
broker-dealer affiliated
- 21% of this office left for other firms in the last six months (latest 2026-08-18)
  2026-08-18 (39 days ago). At B•••••••••, 11.2% with this moved within a year against 5.3% 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 the firm's domain
Before a call: practice size.
D•••• C••••• I••••••••• F•••••••• P•••••••, C••••••••• F•
broker-dealer affiliated
- 20% of this office left for other firms in the last six months (latest 2026-08-14)
  2026-08-14 (43 days ago). At B•••••••••, 11.2% with this moved within a year against 5.3% 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
Business ties: Some: 1 real-estate entity on file. A measure of business ties, not of book size or clients.
Missing: a usable practice size; a meaningful reason; who works with them (team unresolved).
Before a call: practice size; joined the current firm under a year ago.
J•••••• M••••••• I••••••••• F•••••••• P•••••••, C••••••••• F•
broker-dealer affiliated
- 20% of this office left for other firms in the last six months (latest 2026-08-14)
  2026-08-14 (43 days ago). At B•••••••••, 11.2% with this moved within a year against 5.3% 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
Who else to call: 2 related advisors, 2 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.
I••••• R•••••• S•••••• P••••••• I••••••••• A•••••••• L••, N•• Y•••• N•
broker-dealer affiliated
- 30% of this office left for other firms in the last six months (latest 2026-07-10)
  2026-07-10 (3 months ago). At B•••••••••, 11.2% with this moved within a year against 5.3% 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
2-person high-confidence team
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••••• B••• S•••••• P••••••• I••••••••• A•••••••• L••, N•• Y•••• N•
broker-dealer affiliated
- 30% of this office left for other firms in the last six months (latest 2026-07-10)
  2026-07-10 (3 months ago). At B•••••••••, 11.2% with this moved within a year against 5.3% 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.
N••••• T•••••• U•• F•••••••• S••••••• I•••, W••••••• M•
wirehouse
- this office went from 38 to 28 registered advisors over the last year, with 13 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 days 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.
T••••••• B••••••• U•• F•••••••• S••••••• I•••, W••••••• M•
wirehouse
- this office went from 38 to 28 registered advisors over the last year, with 13 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 days 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.
K••• D••••••• M•• I•••••••• S•••••••• L••, M••••••• W•
broker-dealer affiliated
- this office went from 13 to 8 registered advisors over the last year, with 7 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 days ago). At M••••••••• ••••, 16.3% with this moved within a year against 5.7% without it (2.9x, 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 the firm's domain
Before a call: practice size; joined the current firm under a year ago.
D•••• W••• U•• F•••••••• S••••••• I•••, W••••••• M•
wirehouse
- this office went from 38 to 28 registered advisors over the last year, with 13 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 days 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.
J•••• A•••• U•• F•••••••• S••••••• I•••, W••••••• M•
wirehouse
- this office went from 38 to 28 registered advisors over the last year, with 13 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 days 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; joined the current firm under a year ago.
M•••• K•••••• M•• I•••••••• S•••••••• L••, M••••••• W•
broker-dealer affiliated
- this office went from 13 to 8 registered advisors over the last year, with 7 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 days ago). At M••••••••• ••••, 16.3% with this moved within a year against 5.7% without it (2.9x, 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 the firm's domain
Before a call: practice size.
C•••• Q•••••• U•• F•••••••• S••••••• I•••, W••••••• M•
wirehouse
- this office went from 38 to 28 registered advisors over the last year, with 13 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 days 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.
P•••• K••••••• U•• F•••••••• S••••••• I•••, W••••••• M•
wirehouse
- this office went from 38 to 28 registered advisors over the last year, with 13 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 days 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: Broad: 2 operating or professional businesses, 1 nonprofit or civic board/officer role, 1 company board seat on file. A measure of business ties, not of book size or clients.
Before a call: practice size.
B•••• B•••• M•• I•••••••• S•••••••• L••, M••••••• W•
broker-dealer affiliated
- this office went from 13 to 8 registered advisors over the last year, with 7 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 days ago). At M••••••••• ••••, 16.3% with this moved within a year against 5.7% without it (2.9x, 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 the firm's domain
Before a call: practice size.
S••••• T••••• U•• F•••••••• S••••••• I•••, W••••••• M•
wirehouse
- this office went from 38 to 28 registered advisors over the last year, with 13 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 days 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.
R•••• G••••• U•• F•••••••• S••••••• I•••, W••••••• M•
wirehouse
- this office went from 38 to 28 registered advisors over the last year, with 13 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 days 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.
W••• S••••• U•• F•••••••• S••••••• I•••, W••••••• M•
wirehouse
- this office went from 38 to 28 registered advisors over the last year, with 13 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 days 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.
D•••••• P•••• M•• I•••••••• S•••••••• L••, M••••••• W•
broker-dealer affiliated
- this office went from 13 to 8 registered advisors over the last year, with 7 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 days ago). At M••••••••• ••••, 16.3% with this moved within a year against 5.7% without it (2.9x, 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 the firm's domain
Before a call: practice size.
S••• D•••••• U•• F•••••••• S••••••• I•••, W••••••• M•
wirehouse
- this office went from 38 to 28 registered advisors over the last year, with 13 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 days 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.
T••••• C•••• M••••••••• R•••••••••, W••••••••• D•
brokerage advisory
- this office went from 25 to 11 registered advisors over the last year, with 18 leaving for other firms (latest 2026-09-17)
  2026-09-17 (9 days ago). At B•••••••••, 23.0% with this moved within a year against 4.5% without it (5.2x, 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
catch-all email (domain accepts every address, unverifiable) at missionsquare.com; firm main line
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; joined the current firm under a year ago.
J•••• S•••• M••••••••• R•••••••••, W••••••••• D•
brokerage advisory
- this office went from 25 to 11 registered advisors over the last year, with 18 leaving for other firms (latest 2026-09-17)
  2026-09-17 (9 days ago). At B•••••••••, 23.0% with this moved within a year against 4.5% without it (5.2x, 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
catch-all email (domain accepts every address, unverifiable) at missionsquare.com
Before a call: practice size.
I••••• C••••• M••••••••• R•••••••••, W••••••••• D•
brokerage advisory
- this office went from 25 to 11 registered advisors over the last year, with 18 leaving for other firms (latest 2026-09-17)
  2026-09-17 (9 days ago). At B•••••••••, 23.0% with this moved within a year against 4.5% without it (5.2x, 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
catch-all email (domain accepts every address, unverifiable) at missionsquare.com; firm main line
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
L•••••• H••• M••••••••• R•••••••••, W••••••••• D•
brokerage advisory
- this office went from 25 to 11 registered advisors over the last year, with 18 leaving for other firms (latest 2026-09-17)
  2026-09-17 (9 days ago). At B•••••••••, 23.0% with this moved within a year against 4.5% without it (5.2x, 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
catch-all email (domain accepts every address, unverifiable) at missionsquare.com; firm main line
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
C••••• A•••• M••••••••• R•••••••••, W••••••••• D•
brokerage advisory
- this office went from 25 to 11 registered advisors over the last year, with 18 leaving for other firms (latest 2026-09-17)
  2026-09-17 (9 days ago). At B•••••••••, 23.0% with this moved within a year against 4.5% without it (5.2x, 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
catch-all email (domain accepts every address, unverifiable) at missionsquare.com; firm main line
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
D•••••• W••••••• M••••••••• R•••••••••, W••••••••• D•
brokerage advisory
- this office went from 25 to 11 registered advisors over the last year, with 18 leaving for other firms (latest 2026-09-17)
  2026-09-17 (9 days ago). At B•••••••••, 23.0% with this moved within a year against 4.5% without it (5.2x, 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
catch-all email (domain accepts every address, unverifiable) at missionsquare.com; firm main line
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
A•••• D••••••••• L•• F•••••••• L••, R••••••••• C•
broker-dealer affiliated
- this office went from 48 to 34 registered advisors over the last year, with 19 leaving for other firms (latest 2026-09-16)
  2026-09-16 (10 days 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
catch-all email (domain accepts every address, unverifiable) at lpl.com
Missing: a usable practice size; a meaningful reason; who works with them (team unresolved).
Before a call: practice size.
J••• Y••••••••• L•• F•••••••• L••, R••••••••• C•
broker-dealer affiliated
- this office went from 48 to 34 registered advisors over the last year, with 19 leaving for other firms (latest 2026-09-16)
  2026-09-16 (10 days 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
catch-all email (domain accepts every address, unverifiable) at lpl.com
Missing: a usable practice size; a meaningful reason; who works with them (team unresolved).
Before a call: practice size.
J••• C•••••• L•• F•••••••• L••, R••••••••• C•
broker-dealer affiliated
- this office went from 48 to 34 registered advisors over the last year, with 19 leaving for other firms (latest 2026-09-16)
  2026-09-16 (10 days 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
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.
Missing: a usable practice size; a meaningful reason; who works with them (team unresolved).
Before a call: practice size; joined the current firm under a year ago.
R••••• M••••••••• L•• F•••••••• L••, R••••••••• C•
broker-dealer affiliated
- this office went from 48 to 34 registered advisors over the last year, with 19 leaving for other firms (latest 2026-09-16)
  2026-09-16 (10 days 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
catch-all email (domain accepts every address, unverifiable) at lpl.com
Missing: a usable practice size; a meaningful reason; who works with them (team unresolved).
Before a call: practice size.
D•••• S••••••• L•• F•••••••• L••, R••••••••• C•
broker-dealer affiliated
- this office went from 48 to 34 registered advisors over the last year, with 19 leaving for other firms (latest 2026-09-16)
  2026-09-16 (10 days 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
catch-all email (domain accepts every address, unverifiable) at lpl.com
Missing: a usable practice size; a meaningful reason; who works with them (team unresolved).
Before a call: practice size.
J•••• N•••• L•• F•••••••• L••, R••••••••• C•
broker-dealer affiliated
- this office went from 48 to 34 registered advisors over the last year, with 19 leaving for other firms (latest 2026-09-16)
  2026-09-16 (10 days 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
catch-all email (domain accepts every address, unverifiable) at lpl.com
Missing: a usable practice size; a meaningful reason; who works with them (team unresolved).
Before a call: practice size.

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