Advisors to call now

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

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

Henry Lau J.P. Morgan Securities LLC, City Of Industry, Ca
Call-readywirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-02. null went to Wells Fargo
  2026-06-02 (4 months ago). At JPMorgan, 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).
  Brandon Harper to Wells Fargo
Timing
Timing
measured at this firm
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
3 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Who else to call: 4 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).
Ryan Botsford J.P. Morgan Securities LLC, Santa Monica, Ca
Call-readywirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-02. null went to Wells Fargo
  2026-06-02 (4 months ago). At JPMorgan, 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).
  Brandon Harper to Wells Fargo
Timing
Timing
measured at this firm
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
3 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Who else to call: 5 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).
Milo Rothstein J.P. Morgan Securities LLC, Garden City, Ny
Call-readywirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-18. null went to Advice And Planning Services
  2026-08-18 (39 days ago). At JPMorgan, 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).
  Logan Parsons to ADVICE AND PLANNING SERVICES
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).
M••••••••• F••••• J••• M••••• S••••••••• L••, P••••••• M•
Call-readywirehouse
- 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: 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).
S•••••••• P•••••• J••• M••••• S••••••••• L••, S••••• I•••••• N•
Call-readywirehouse
- 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: 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).
A•••• D•••• A••••••••• F•••••••• S•••••••• L••, R••••••••• T•
Call-readynational 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; a meaningful reason; who works with them (team unresolved).
T•••••• B••• L•••••• C••••••, P•••••••• O•
Call-readystate-registered adviser
- passed the Series 65 on 2026-06-11 while already holding the Series 66; the 65 lets an adviser register without a broker-dealer
  2026-06-11 (4 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 at most $100M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Missing: who works with them (team unresolved).
L••• H••••• I••••••••• W••••• P•••••••, C••••••••• O•
Call-readystate-registered adviser
- passed the Series 65 on 2026-06-09 while already holding the Series 66; the 65 lets an adviser register without a broker-dealer
  2026-06-09 (4 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 at most $100M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Missing: who works with them (team unresolved).
K•••• K••••• J••• M••••• S••••••••• L••, S••••••••• I•
Call-readywirehouse
- 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
Missing: a usable practice size; a meaningful reason; who works with them (team unresolved).
R••• H•••••••• J••• M••••• S••••••••• L••, S••••••••• I•
Call-readywirehouse
- 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: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
E••••• A••••••• J••• M••••• S••••••••• L••, I•••••• T•
Call-readywirehouse
- 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
Missing: a usable practice size; a meaningful reason; who works with them (team unresolved).
C••••••••• N•••••• N•••••• E••••••••• I•••, F••••••• I•
Call-readystate-registered adviser
- passed an adviser exam (S65) on 2026-01-22 after 29 years in the industry, not as part of a same-week firm licensing class
  2026-01-22 (8 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
$25M+
Team book $50M to $100M; portable at most $100M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Missing: the full regulatory record; who works with them (team unresolved).
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
Who else to call: 6 related advisors, 6 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
J•••••• W•••••••• S•••••• P••••••• I••••••••• A•••••••• L••, C••••••••• V•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-16. null went to W•••• F••••
  2026-04-16 (5 months ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  V••••••• K••••• to W•••• F••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
9 move with them
Contact
Firm level
firm main line; 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.
M••••••• W•••• S•••••• P••••••• I••••••••• A•••••••• L••, S•••••••• C•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-16. null went to W•••• F••••
  2026-04-16 (5 months ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  V••••••• K••••• to W•••• F••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
9 move with them
Contact
Firm level
firm main line; 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.
D••• T••••••••• S•••••• P••••••• I••••••••• A•••••••• L••, C••••••••• V•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-16. null went to W•••• F••••
  2026-04-16 (5 months ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  V••••••• K••••• to W•••• F••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
9 move with them
Contact
Firm level
firm main line; 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.
J••••• D••••• S•••••• P••••••• I••••••••• A•••••••• L••, S•••••••• C•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-16. null went to W•••• F••••
  2026-04-16 (5 months ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  V••••••• K••••• to W•••• F••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
9 move with them
Contact
Firm level
firm main line; 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.
S••• M•••• S•••••• P••••••• I••••••••• A•••••••• L••, C••••••••• V•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-16. null went to W•••• F••••
  2026-04-16 (5 months ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  V••••••• K••••• to W•••• F••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
9 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 3 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
A•••••• P•••••••• S•••••• P••••••• I••••••••• A•••••••• L••, F•••••••• V•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-16. null went to W•••• F••••
  2026-04-16 (5 months ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  V••••••• K••••• to W•••• F••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
9 move with them
Contact
Firm level
firm main line; 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.
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: 7 related advisors, 7 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
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: 7 related advisors, 7 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
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: 9 related advisors, 9 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
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: 9 related advisors, 9 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
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: 9 related advisors, 9 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
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: 9 related advisors, 8 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
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: 7 related advisors, 7 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
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: 5 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
E•• S••••• J••• M••••• S••••••••• L••, H••••••• F•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-05. null went to W•••• F••••
  2026-05-05 (5 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).
  I••••• R•••••• to W•••• F••••
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: 7 related advisors, 7 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
T••• P••••• J••• M••••• S••••••••• L••, P•••• G••••• F•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-05. null went to W•••• F••••
  2026-05-05 (5 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).
  I••••• R•••••• to W•••• F••••
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: 9 related advisors, 8 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
P••••••• B•••••• E•••••••• P•••• W••••• P•••••••• L••, D•••••• C•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-29. null went to E•••••• A••••••• G••••• L••
  2026-05-29 (4 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).
  H••••• B••••••• to E•••••• A••••••• G••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Firm level
firm main line; 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.
E•••• N•••••••• N•••••••• P•••••••• L••, M••••••••• M•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-19. null went to E•••••••• W••••• M•••••••••
  2026-05-19 (4 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  S••• H••••• to E•••••••• W••••• M•••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Firm level
firm main line
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size.
L•••• J•••• V••••• C•••••• M••••••••• L••, B••••••••• T•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-27. null went to A•••••• S•••• W••••• M••••••••• L••
  2026-04-27 (5 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  M•••••• W•••••• to A•••••• S•••• W••••• M••••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Firm level
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).
Before a call: practice size.
V••••••• T••••• V••••• C•••••• M••••••••• L••, B••••••••• T•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-27. null went to A•••••• S•••• W••••• M••••••••• L••
  2026-04-27 (5 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  M•••••• W•••••• to A•••••• S•••• W••••• M••••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Firm level
firm main line
Before a call: practice size.
T•••••• P••••••• V••••• C•••••• M••••••••• L••, B••••••••• T•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-27. null went to A•••••• S•••• W••••• M••••••••• L••
  2026-04-27 (5 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  M•••••• W•••••• to A•••••• S•••• W••••• M••••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Firm level
firm main line
Before a call: practice size.
B•••• A••••••• V••••• C•••••• M••••••••• L••, B••••••••• T•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-27. null went to A•••••• S•••• W••••• M••••••••• L••
  2026-04-27 (5 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  M•••••• W•••••• to A•••••• S•••• W••••• M••••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Firm level
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).
Before a call: practice size.
A••••• B•••••• V••••• C•••••• M••••••••• L••, B••••••••• T•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-27. null went to A•••••• S•••• W••••• M••••••••• L••
  2026-04-27 (5 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  M•••••• W•••••• to A•••••• S•••• W••••• M••••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Firm level
firm main line
Before a call: practice size.
T••••• D•••• V••••• C•••••• M••••••••• L••, B••••••••• T•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-27. null went to A•••••• S•••• W••••• M••••••••• L••
  2026-04-27 (5 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  M•••••• W•••••• to A•••••• S•••• W••••• M••••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Firm level
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).
Before a call: practice size.
G••••• S•••• R•••••••• A•••••••• L••, E••••••••• C•
Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-13. null went to C••••••• W••••• A••••••• L••
  2026-04-13 (6 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  R••• C••••• to C••••••• W••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
5 move with them
Contact
Firm level
firm main line
Who else to call: 4 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
T•••• M••••• J••• M••••• S••••••••• L••, N•••••• B••••• C•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-12. null went to R•• S••••••••• I•••
  2026-08-12 (45 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).
  J•••• M•••••• to R•• S••••••••• I•••
Timing
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 jpmorgan.com
Who else to call: 6 related advisors, 6 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
D•••• S••••••••• P••••••••• W••••• A•••••••, F••• L••••••••• F•
broker-dealer affiliated
- 3 prior co-move teammates left the firm for another firm, most recently on 2026-03-30. null went to R•••••• J••••
  2026-03-30 (6 months ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  O•••• C••••••••• to R•••••• J••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Firm level
firm main line; 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.

The advisor names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.