Advisors to call now

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

Rebecca Gruver Creative Planning, Brookfield, Wi
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-03. null went to LPL
  2026-04-03 (6 months ago). At independent RIAs, 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).
  Aaron Spitzner to LPL
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: 12 related advisors, 3 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.
Mathew Britt Kaydan Wealth Management, Inc., Fenton, Mi
Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-08-24. null went to Lakeshore Financial Planning Inc.
  2026-08-24 (33 days ago). At independent RIAs, 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).
  Darren Brennan to LAKESHORE FINANCIAL PLANNING INC.
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).
Jennifer Slater Kaydan Wealth Management, Inc., Fenton, Mi
Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-08-24. null went to Lakeshore Financial Planning Inc.
  2026-08-24 (33 days ago). At independent RIAs, 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).
  Darren Brennan to LAKESHORE FINANCIAL PLANNING INC.
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.
C••••• L•••••••• K••••• W•••••• L••, G••••••••• R• 0••••• R•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-07-07. null went to A•• W••••• M••••••••• L••
  2026-07-07 (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).
  J•••• D••••••••• to A•• W••••• M••••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Firm level
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; joined the current firm under a year ago.
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.
E••• K•••• 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 (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
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.
A••••• A••••• 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 (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
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.
D••••••• M•••• J••• M••••• S••••••••• L••, B••••••• T•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-07. null went to W•••• F••••
  2026-04-07 (6 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••••••••• T••••• to W•••• F••••
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.
S•••• N•••• F••••••••• I••••••••• A••••••• L••, P••••••• A•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-09-11. null went to K••••••
  2026-09-11 (15 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).
  T••••• P•••• to K••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
provider email, not verified at the firm's domain
Who else to call: 15 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
T•••••• N••••• H•••••• I••••••••• S•••••••• L••, C••••••• S••••••• C•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-27. null went to S••••••••• W•••••
  2026-07-27 (2 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).
  M•••••• C••••••• to S••••••••• W•••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
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.
A•••• M•••••••• R•• S••••••••• I•••, I•••••• C•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-16. null went to L••
  2026-07-16 (2 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•••••• G••••••• to L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: practice size.
A•••••• F••••• R•• S••••••••• I•••, I•••••• C•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-16. null went to L••
  2026-07-16 (2 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•••••• G••••••• to L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: practice size.
M••••• H•••••••• I••••••••• F•••••••• G••••• L••, B••••••••• T•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-06. null went to C•••••
  2026-07-06 (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••••• S•••• to C•••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
Contact
Firm level
firm contact form or inbox
Who else to call: 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.
T••• T••••• I••••••••• F•••••••• G••••• L••, B••••••••• T•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-06. null went to C•••••
  2026-07-06 (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••••• S•••• to C•••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
Contact
Firm level
firm contact form or inbox
Who else to call: 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.
R••••••• M•••••• I••••••••• F•••••••• G••••• L••, T•• W•••••••• T•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-24. null went to L••
  2026-06-24 (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•••••• K•••••• to L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size.
K•••• J•••••• I••••••••• F•••••••• G••••• L••, S••••••••• T•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-24. null went to L••
  2026-06-24 (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•••••• K•••••• to L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: practice size.
J••••••• N•••• B•••••••• A•••• M••••••••• L••, A••••••• N•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-02. null went to E•• F•••••••• A•••••••
  2026-06-02 (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).
  V••••••• T••••••••• to E•• F•••••••• A•••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
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; joined the current firm under a year ago.
N••••••• M•••••• B•••••••• A•••• M••••••••• L••, A••••••• N•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-02. null went to E•• F•••••••• A•••••••
  2026-06-02 (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).
  V••••••• T••••••••• to E•• F•••••••• A•••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
A••••• B•••••• K•• F••••••••• I•••, G•••• B••• W•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-27. null went to F••••• I•••••••••
  2026-05-27 (4 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).
  L••• J•••••••• to F••••• I•••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
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.
G•••••••• G••••••• K•• F••••••••• I•••, G•••• B••• W•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-27. null went to F••••• I•••••••••
  2026-05-27 (4 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).
  L••• J•••••••• to F••••• I•••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
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.
T•••• C••••••• F••••••• F•••••••• A•••••••• L••, R••••••• N•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-22. null went to O••••
  2026-04-22 (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).
  K•••• G•••••• to O••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: practice size.
D•• R•••••• F••••••• F•••••••• A•••••••• L••, G••••••••• N•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-22. null went to O••••
  2026-04-22 (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).
  K•••• G•••••• to O••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
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.

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.