Advisors to call now

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

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

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

Erika Sullivan Steward Partners Investment Advisory, LLC, Hampton, Nh
broker-dealer affiliated
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-06-29. null went to LPL
  2026-06-29 (3 months ago). At broker-dealer affiliated firms, 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).
  Michelle Lauder to LPL
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.
Daniel Snyder Steward Partners Investment Advisory, LLC, Greenland, Nh
broker-dealer affiliated
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-06-29. null went to LPL
  2026-06-29 (3 months ago). At broker-dealer affiliated firms, 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).
  Michelle Lauder to LPL
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.
Brittany Beard Steward Partners Investment Advisory, LLC, Hampton, Nh
broker-dealer affiliated
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-06-29. null went to LPL
  2026-06-29 (3 months ago). At broker-dealer affiliated firms, 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).
  Wayne Mccormick to LPL
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.
M••••• B•••• K••••• W••••• M••••••••• I•••, F•••••• M•
Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-08-24. null went to L•••••••• F•••••••• P••••••• I•••
  2026-08-24 (33 days 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).
  D••••• B•••••• to L•••••••• F•••••••• P••••••• I•••
Timing
Timing
Value
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 9 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
J••••••• S••••• K••••• W••••• M••••••••• I•••, F•••••• M•
Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-08-24. null went to L•••••••• F•••••••• P••••••• I•••
  2026-08-24 (33 days 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).
  D••••• B•••••• to L•••••••• F•••••••• P••••••• I•••
Timing
Timing
Value
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 10 related advisors (teammates, former teammates, office peers and business partners).
S•••••• Q••••••• J••• M••••• S••••••••• L••, T•••• • A•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-22. null went to C•••••• C••••• G••••• I•••
  2026-07-22 (2 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).
  N••••• P•••• to C•••••• C••••• G••••• I•••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Before a call: practice size.
J••••••• S••••• F••••••••• I••••••••• A••••••• L••, P••••••• A•
independent RIA
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-06-25. null went to B•••••• W••••• M••••••••• L••
  2026-06-25 (3 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 B•••••• W••••• M••••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Firm level
firm main line
Business ties: No outside business, investment or board involvement on file; 1 community membership(s) without an officer or board role.
Who else to call: 16 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).
Before a call: practice size.
D••••• C••••••••• F••••••••• I••••••••• A••••••• L••, E••••••••• I•
independent RIA
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-06-25. null went to B•••••• W••••• M••••••••• L••
  2026-06-25 (3 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 B•••••• W••••• M••••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Firm level
firm main line
Who else to call: 6 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).
Before a call: practice size.
G••••••• F•••••• F••••••••• I••••••••• A••••••• L••, P••••••• A•
independent RIA
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-06-25. null went to B•••••• W••••• M••••••••• L••
  2026-06-25 (3 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 B•••••• W••••• M••••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Firm level
firm main line
Who else to call: 16 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).
Before a call: practice size.
M•••••• G••••••• H•••••• I••••••••• I•••, L••••••••• I•
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-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: 9 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•••••• S••••••• T•• S••••••• G••••, S••••••••• C•
Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-06-22. null went to E••••• A••••••• L••
  2026-06-22 (3 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••• O•••••• to E••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
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).
E•••• F•••••• H•••••• I••••••••• I•••, L••••••••• I•
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-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: 9 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
C•••••• A•••••• H•••••• I••••••••• I•••, L••••••••• I•
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-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: 9 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•••• S•••••• U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P••••••, S••••••••• A•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-17. null went to M•••••• W••••• M•••••••••
  2026-06-17 (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••••• M•••••• to M•••••• W••••• M•••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
3-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
Who else to call: 3 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
E••••• B•••• U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P••••••, S••••••••• A•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-17. null went to M•••••• W••••• M•••••••••
  2026-06-17 (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••••• M•••••• to M•••••• W••••• M•••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
3-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
Who else to call: 3 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••••• S•••••• U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P••••••, S••••••••• A•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-17. null went to M•••••• W••••• M•••••••••
  2026-06-17 (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••••• M•••••• to M•••••• W••••• M•••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
3-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
Who else to call: 3 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
W•••••• O•••••• A•••••• F•••••••• P•••••••• I•••, I•••••• C•
state-registered adviser
- a prior co-move teammate left the firm for an independent RIA on 2026-06-02. null went to M••••• G••••• A••••••• I•••
  2026-06-02 (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).
  H••••• C•••• to M••••• G••••• A••••••• I•••
Timing
Timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Firm level
firm main line
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
V••• D•••••• J••• M••••• S••••••••• L••, T••••• A•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-19. null went to M••••••
  2026-05-19 (4 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).
  C••••••••• A•••••••• to M••••••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Who else to call: 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.
J••••• C•••• M••••••• W••••• M••••••••• L••, L••••••••• K•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-06. null went to T••••••••• F•••••••• S•••••••• L••
  2026-05-06 (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•••••• B••••• to T••••••••• F•••••••• S•••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 6 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
L••••• H••••• M••••••• W••••• M••••••••• L••, L••••••••• K•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-06. null went to T••••••••• F•••••••• S•••••••• L••
  2026-05-06 (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•••••• B••••• to T••••••••• F•••••••• S•••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 6 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
P•••• M•••••••• M••••••• W••••• M••••••••• L••, L••••••••• K•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-06. null went to T••••••••• F•••••••• S•••••••• L••
  2026-05-06 (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•••••• B••••• to T••••••••• F•••••••• S•••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 6 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
K••• T••••• 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-person high-confidence team
Contact
Firm level
firm main line; 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: a usable practice size.
Before a call: practice size.
A••• R•••• 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-person high-confidence team
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
P••• B••• 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-person high-confidence team
Contact
Firm level
firm main line; 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: a usable practice size.
Before a call: practice size.

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