Advisors to call now

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

Morgan Steves Gallagher Fiduciary Advisors, LLC, Houston, Tx
institutional manager
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-11. null went to Onedigital
  2026-09-11 (15 days ago). Across all advisors, 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).
  Scott Smith to ONEDIGITAL
Timing
Timing
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 16 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
Doan Trinh J.P. Morgan Securities LLC, Apple Valley, Mn
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-09. null went to Citizens Securities, Inc.
  2026-07-09 (3 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).
  Matthew Kanakis to CITIZENS SECURITIES, INC.
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
Eri Sierra J.P. Morgan Securities LLC, Hialeah, Fl
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-05. null went to Wells Fargo
  2026-05-05 (5 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).
  Isabel Rumberg to Wells Fargo
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
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: 1 related advisor (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: 9 related advisors, 2 on a link type measured as carrying moves (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: 6 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•••• E•••••• P•• W••••• M•••••••••, H••••••• T•
bank affiliated
- a prior co-move teammate left the firm for an independent RIA on 2026-05-06. null went to B•••••• A•••• M••••••••• I•••
  2026-05-06 (5 months ago). At A••, 9.2% with this moved within a year against 4.9% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  M••••• O••••••• to B•••••• A•••• M••••••••• I•••
- passed an adviser exam (S66) on 2026-01-20 after 20 years in the industry, not as part of a same-week firm licensing class
  2026-01-20 (8 months ago). At B•••••••••, 10.3% with this moved within a year against 7.5% without it (1.4x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Firm level
inferred email (firm style, deliverability sampled) at pnc.com
Before a call: practice size; joined the current firm under a year ago.
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: 5 related advisors, 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
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
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: 5 related advisors, 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
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
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: 6 related advisors, 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: 6 related advisors (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: 13 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
C•••••• R••••••• T•• A•••••••• I•••, R•••••••• V•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-09. null went to U•• S••••••••• I•••
  2026-07-09 (3 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).
  J•••• M••••• to U•• S••••••••• I•••
Timing
Timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 5 related advisors, 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.
P•••••• H•••••• T•• A•••••••• I•••, F••• W••••• I•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-09. null went to U•• S••••••••• I•••
  2026-07-09 (3 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).
  J•••• M••••• to U•• S••••••••• I•••
Timing
Timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 15 related advisors, 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.
W•••••• H••••••• T•• A•••••••• I•••, K••••••••• T•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-09. null went to U•• S••••••••• I•••
  2026-07-09 (3 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).
  J•••• M••••• to U•• S••••••••• I•••
Timing
Timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Firm level
provider email, not verified at the firm's domain; firm contact form or inbox
Who else to call: 5 related advisors, 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.
C••• P•••••• T•• A•••••••• I•••, M••••••• H••••• C•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-09. null went to U•• S••••••••• I•••
  2026-07-09 (3 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).
  J•••• M••••• to U•• S••••••••• I•••
Timing
Timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 5 related advisors, 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.
J••• F••• T•• A•••••••• I•••, E•••••• S•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-09. null went to U•• S••••••••• I•••
  2026-07-09 (3 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).
  J•••• M••••• to U•• S••••••••• I•••
Timing
Timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 5 related advisors, 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.
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: 14 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
E•••• S••••••• S•••••• P••••••• I••••••••• A•••••••• L••, H••••••• N•
broker-dealer affiliated
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-06-29. null went to L••
  2026-06-29 (3 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).
  M••••••• L••••• to L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Firm level
firm main line; 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.
D••••• S••••• S•••••• P••••••• I••••••••• A•••••••• L••, G••••••••• N•
broker-dealer affiliated
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-06-29. null went to L••
  2026-06-29 (3 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).
  M••••••• L••••• to L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Firm level
firm main line; 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.
B••••••• B•••• S•••••• P••••••• I••••••••• A•••••••• L••, H••••••• N•
broker-dealer affiliated
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-06-29. null went to L••
  2026-06-29 (3 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).
  W•••• M•••••••• to L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Firm level
firm main line; 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.
T••••• S•••••• S•••••• P••••••• I••••••••• A•••••••• L••, P••••••••• N•
broker-dealer affiliated
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-06-29. null went to L••
  2026-06-29 (3 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).
  M••••••• L••••• to L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Firm level
firm main line; 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.
M••• J•••••• H•••••• I••••••••• I•••, S••••• H•••••• F•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-22. null went to L••
  2026-06-22 (3 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).
  N••••• N•••••••• to L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Firm level
firm main line; 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: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
H•••• J•••••• B•••• J•••••• B••••, V••••••••• W•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-26. null went to A••••• A•• P••••••• S•••••••
  2026-05-26 (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).
  L••• S••••• to A••••• A•• P••••••• S•••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 13 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
A••••• P••••••• J•••••• B••••, V••••••••• W•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-26. null went to A••••• A•• P••••••• S•••••••
  2026-05-26 (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).
  L••• S••••• to A••••• A•• P••••••• S•••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 19 related advisors, 6 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
S••••• P•••••• S•••••• P••••••• I••••••••• A•••••••• L••, A•••• M•
broker-dealer affiliated
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-04-17. null went to R•••••• J••••
  2026-04-17 (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).
  B••• S•••••• to R•••••• J••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
3 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.
T••• R••• S•••••• P••••••• I••••••••• A•••••••• L••, N••••••••• M•
broker-dealer affiliated
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-04-17. null went to R•••••• J••••
  2026-04-17 (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).
  B••• S•••••• to R•••••• J••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
3 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.
P•••• F••••• S•••••• P••••••• I••••••••• A•••••••• L••, A••••••• M•
broker-dealer affiliated
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-04-17. null went to R•••••• J••••
  2026-04-17 (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).
  B••• S•••••• to R•••••• J••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 8 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
S•••••• S•••••• S•••••• P••••••• I••••••••• A•••••••• L••, P••••••••• N•
broker-dealer affiliated
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-04-17. null went to R•••••• J••••
  2026-04-17 (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).
  B••• S•••••• to R•••••• J••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Before a call: practice size.
R••• S•••• 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
4-person high-confidence team
1 member left this year; after a first exit 11% of those left followed within a year
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 11 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••••• E•••• S•••••• P••••••• I••••••••• A•••••••• L••, S••••••••• 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
4-person high-confidence team
1 member left this year; after a first exit 11% of those left followed within a year
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
S•••• D••••• 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
4-person high-confidence team
1 member left this year; after a first exit 11% of those left followed within a year
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 7 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
V•••••• R••••• 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
4-person high-confidence team
1 member left this year; after a first exit 11% of those left followed within a year
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 7 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
R•• M••••• P•• A•••••••, M•••••• A•
independent RIA
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-04-15. null went to O•••••••••
  2026-04-15 (5 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).
  J••••••• R••• to O•••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Firm level
firm main line; firm contact form or inbox
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, 2 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•••• C••••••• P•••••••, B••••••••• W•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-03. null went to L••
  2026-04-03 (6 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).
  A•••• S••••••• to L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 12 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
P••• S••••••• C••••••• P•••••••, C•••••••• H••••• I•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-03. null went to L••
  2026-04-03 (6 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).
  A•••• S••••••• to L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 8 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••••• S•••• C••••••• P•••••••, B••••••••• W•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-03. null went to L••
  2026-04-03 (6 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).
  A•••• S••••••• to L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 12 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.

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