Advisors to call nowHow this list is builtEvery reason is a filed fact with its date: an office that lost its people, someone who moved firms with this advisor before and has just left, a newly filed adviser they own, an exam just passed. Beside each is how often advisors with the same fact moved within a year, for their own firm where the history is large enough, otherwise their channel.Timing, practice size, team and contact are shown separately and never added up. The order is timing first, then size, then team, then how recent the fact is, then how reachable the advisor is. None of this is a statement that anyone plans to leave.
Books with a lower bound of $250M or more, at person or team scope.
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- Trent White Luminvest Wealth Management LLC, Scottsdale, Azindependent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band.
- Timing
- Model band only
- Value
- $250M+
- Team book $250M to $500M; portable $338M to $378M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- catch-all email (domain accepts every address, unverifiable) at luminvest.com
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- Armistead Young Blue Edge Capital, LLC, Richmond, Vaindependent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.5 years at the current firm.
- Timing
- Model band only
- Value
- $250M+
- Team book $500M to $1B; portable $383M to $681M, 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: 13 related advisors, 10 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- Alexis Olian Treehouse Wealth Advisors, San Francisco, Caindependent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.6 years at the current firm.
- Timing
- Model band only
- Value
- $250M+
- Team book $500M to $1B; portable $299M to $531M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- catch-all email (domain accepts every address, unverifiable) at treehousewealth.com; 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).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- B••••• H••••• D••••••••• E••••• M••••••••• I•••, N•••••• B••••• F•independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: joined the current firm 1 month ago.
- Timing
- Model band only
- Value
- $250M+
- Team book $500M to $1B; portable $260M to $464M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- catch-all email (domain accepts every address, unverifiable) at demgt.com; firm contact form or inbox
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; joined the current firm under a year ago.
- J•••• L•••• V•••••• W••••• A•••••••, A••••••• K•independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: joined the current firm 6 months ago.
- Timing
- Model band only
- Value
- $250M+
- Team book $250M to $500M; portable $129M to $230M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- catch-all email (domain accepts every address, unverifiable) at villagewealthadvisors.com; firm contact form or inbox
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; joined the current firm under a year ago.
- H••••••• M•••••• R••••••••• C•••••• P•••••••, N•• Y•••• N•mixed wealth
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: joined the current firm 6 months ago.
- Timing
- Model band only
- Value
- $250M+
- Team book $250M to $500M; portable $235M to $418M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- catch-all email (domain accepts every address, unverifiable) at rothcap.com; firm contact form or inbox
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; joined the current firm under a year ago.
- J••••••• C•••••••• L• A••••••• L••, S•• D••••• C•independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Highly elevated band, mainly on conditions measured as going with moving: 9 prior firm moves.
- Timing
- Model band only
- Value
- $250M+
- Team book $1B+; portable $1.4B to $2.6B (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- catch-all email (domain accepts every address, unverifiable) at lmadvisors.com
Who else to call: 14 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- B••••• W••••••••• K••••••• F•••••••• A•••••••• L••, N•• Y•••• N•independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band.
- Timing
- Model band only
- Value
- $250M+
- Team book $1B+; portable $577M to $1.0B (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- C••••••••• H••• F••••• N•••• F•••••• D•••••• C•••••• M••••••••• I•••, W••••••••• D•independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 7 prior firm moves; 1.3 years at the current firm.
- Timing
- Model band only
- Value
- $250M+
- Team book $1B+; portable $606M to $1.1B (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm main line; firm contact form or inbox
Who else to call: 41 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- J••••• E•••••• T••••• C•••••• P•••••••, M••••• F•independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.2 years at the current firm; 4 prior firm moves.
- Timing
- Model band only
- Value
- $250M+
- Team book $500M to $1B; portable $456M to $811M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- catch-all email (domain accepts every address, unverifiable) at tiempocapital.com; firm contact form or inbox
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- W••••• K••••• M•••••• G••••• I•••••••••, N•• Y•••• N•independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.2 years at the current firm.
- Timing
- Model band only
- Value
- $250M+
- Team book $500M to $1B; portable $448M to $797M, 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: 4 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- J•••• P•••• C•••• I••••••••• A•••••••• L••, A•••••••• M•independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.4 years at the current firm.
- Timing
- Model band only
- Value
- $250M+
- Team book $250M to $500M; portable $130M to $231M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- catch-all email (domain accepts every address, unverifiable) at investwithcohen.com; 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); a dated reason to call now.
Before a call: a dated reason to call now.
- B•••••• W•••• E•••••••• P••••••• L••, D•••••• C•independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.6 years at the current firm.
- Timing
- Model band only
- Value
- $250M+
- Team book $250M to $500M; portable $201M to $357M, 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, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- D••• L••••• S••••••••• F•••••••• P••••••• G••••• L••, O••••••• F•independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: joined the current firm 8 months ago.
- Timing
- Model band only
- Value
- $250M+
- Team book $250M to $500M; portable $165M to $293M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- catch-all email (domain accepts every address, unverifiable) at stonebridgefpg.com; firm main line; firm contact form or inbox
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; joined the current firm under a year ago.
- M•••••••• C••••••• F•••••••• I••••••••• L••, W••••••• R•independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: joined the current firm 7 months ago.
- Timing
- Model band only
- Value
- $250M+
- Team book $250M to $500M; portable $144M to $256M, 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).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; joined the current firm under a year ago.
- A••••• L••• G•• C•••••• M••••••••• C• I••, W••••••• V••••••• C•independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: joined the current firm 6 months ago.
- Timing
- Model band only
- Value
- $250M+
- Team book $250M to $500M; portable $179M to $318M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- catch-all email (domain accepts every address, unverifiable) at gkvcapital.com; firm contact form or inbox
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; joined the current firm under a year ago.
- J•••• I••••• I••••• I••••••••, A••••• C•independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: joined the current firm 1 month ago.
- Timing
- Model band only
- Value
- $250M+
- Team book $250M to $500M; portable $159M to $283M, 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, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; joined the current firm under a year ago.
- C•••••• P••••••• T•• G••• F•••••••• G••••, H••••••• T•independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: joined the current firm 8 months ago.
- Timing
- Model band only
- Value
- $250M+
- Team book $500M to $1B; portable $337M to $600M, 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: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; joined the current firm under a year ago.
- Z•••••• L••••• T••••, C••••••• G•independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: joined the current firm 2 months ago.
- Timing
- Model band only
- Value
- $250M+
- Team book $250M to $500M; portable $211M to $375M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: the full regulatory record; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; joined the current firm under a year ago.
- A••••• H•••••• C•••••• R•• F•••••••• P•••••••• L••, A••••••••• M•independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band.
- Timing
- Model band only
- Value
- $250M+
- Team book $250M to $500M; portable $239M to $267M, 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: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- S••••• T•••••• S•••••• F•, C••••••••• N•independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 5 prior firm moves; 1.2 years at the current firm.
- Timing
- Model band only
- Value
- $250M+
- Team book $250M to $500M; portable $182M to $324M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- catch-all email (domain accepts every address, unverifiable) at synergyfg.com
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- S•••• Y•••••• I••••• I••••••••, A••••• C•independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 5 prior firm moves; 1.7 years at the current firm.
- Timing
- Model band only
- Value
- $250M+
- Team book $250M to $500M; portable $270M to $302M, 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); a dated reason to call now.
Before a call: a dated reason to call now.
- B••••• H•••••••• P••••• H•••••••• A•••• M••••••••• L••, M••••• F•independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: joined the current firm 12 months ago.
- Timing
- Model band only
- Value
- $250M+
- Team book $250M to $500M; portable $210M to $374M, 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).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.
- K•••• R•••• R••••••••• C•••••• M•••••••••, F•••••• P•••• N•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Book not estimable; portable $1.4B to $2.0B
- Team
- 8 move with them
- Contact
- Firm level
- catch-all email (domain accepts every address, unverifiable) at rockco.com
Who else to call: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
- P•••••• C•••••• ••••••••, C••••••••• V•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Book not estimable; portable $475M to $846M
- Team
- 6 move with them
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; joined the current firm under a year ago.
- J••• S•••• ••••••••, C••••••••• V•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Book not estimable; portable $475M to $846M
- Team
- 6 move with them
- 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: a dated reason to call now; joined the current firm under a year ago.
- J••••••• C••••• ••••••••, C••••••••• V•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Book not estimable; portable $475M to $846M
- Team
- 6 move with them
- 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: a dated reason to call now; joined the current firm under a year ago.
- S••• A••••• R••••••••• C•••••• M•••••••••, N••••••• P•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Book not estimable; portable $1.2B to $1.7B
- Team
- 5 move with them
- Contact
- Firm level
- catch-all email (domain accepts every address, unverifiable) at rockco.com
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; mid-move on the record.
- K••• C•••••••• R••••••••• C•••••• M•••••••••, N••••••• P•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Book not estimable; portable $1.2B to $1.7B
- Team
- 5 move with them
- Contact
- Firm level
- catch-all email (domain accepts every address, unverifiable) at rockco.com
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; mid-move on the record.
- L••••••• D•••••• U•• F•••••••• S••••••• I•••, P••••••• N•wirehouse
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Book not estimable; portable $1.2B to $1.5B
- Team
- 5 move with them
- Contact
- Firm level
- catch-all email (domain accepts every address, unverifiable) at ubs.com
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
- H•••• G••••• M••••• S••••••, B••••••••• H••••• M•wirehouse
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Book not estimable; portable $840M to $1.1B
- Team
- 5 move with them
- Contact
- Firm level
- inferred email (firm style, deliverability sampled) at morganstanley.com
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
- T•••• G•••••••• ••••••••, B••• R••••• F•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Book not estimable; portable $414M to $736M
- Team
- 4 move with them
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; joined the current firm under a year ago.
- N•••• H••• U•• F•••••••• S••••••• I•••, A•••••• N•wirehouse
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Book not estimable; portable $780M to $975M
- Team
- 4 move with them
- Contact
- Firm level
- catch-all email (domain accepts every address, unverifiable) at ubs.com
Who else to call: 11 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
- E•••• H••• U•• F•••••••• S••••••• I•••, A•••••• N•wirehouse
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Book not estimable; portable $780M to $975M
- Team
- 4 move with them
- Contact
- Firm level
- catch-all email (domain accepts every address, unverifiable) at ubs.com
Who else to call: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
- E•••• F•••••• M••••• W•••••• L••, M••••••••• A•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $1B+; portable $523M to $930M (transfer share is a judgment)
- Team
- 4 move with them
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 12 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
- J••• H••••• H•••••• C•••••• P•••••••• L••, R•••••• A•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $820M to $917M, revenue at most $10M (transfer share is a judgment)
- Team
- 4 move with them
- 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: a dated reason to call now.
- B•••• K••••• A••••• I••••••••• P•••••••, O••••• U•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $562M to $628M, revenue at most $10M (transfer share is a judgment)
- Team
- 4 move with them
- Contact
- Firm level
- catch-all email (domain accepts every address, unverifiable) at ascendinvestment.com
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
- V•••••• G•••••• ••••••••, B••• R••••• F•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Book not estimable; portable $414M to $736M
- Team
- 4 move with them
- 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: a dated reason to call now; joined the current firm under a year ago.
- J••••••• S••••• E•••••••• P•••• W••••• P•••••••• L••, D•••••• C•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Book not estimable; portable $450M to $801M
- Team
- 4 move with them
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; joined the current firm under a year ago.
- D•••• W••••• ••••••••, B••• R••••• F•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Book not estimable; portable $414M to $736M
- Team
- 4 move with them
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; joined the current firm under a year ago.
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.