DFX Intelligence
For recruiters
Advisors to call nowHow this list is builtEvery reason is a filed fact with its date: an office that lost its people, someone who moved firms with this advisor before and has just left, a newly filed adviser they own, an exam just passed. Beside each is how often advisors with the same fact moved within a year, for their own firm where the history is large enough, otherwise their channel.Timing, practice size, team and contact are shown separately and never added up. The order is timing first, then size, then team, then how recent the fact is, then how reachable the advisor is. None of this is a statement that anyone plans to leave.
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
- Carlos Zepeda J.P. Morgan Securities LLC, Schaumburg, Ilwirehouse
- this office went from 9 to 6 registered advisors over the last year, with 3 leaving for other firms (latest 2026-04-14)2026-04-14 (6 months ago). At wirehouses, 9.1% with this moved within a year against 5.1% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Timing
- Value
- 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: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- Danielle Masin J.P. Morgan Securities LLC, Brenham, Txwirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-07. null went to Wells Fargo2026-04-07 (6 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).Candelario Topete to Wells Fargo
- 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.
- Matthew Davis World Investment Advisors, LLC, Westborough, Maother adviser
- passed the Series 65 on 2025-10-23 while already holding the Series 66; the 65 lets an adviser register without a broker-dealer2025-10-23 (11 months ago). Across all advisors, 9.4% with this moved within a year against 4.9% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- Timing
- Timing
- Value
- 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: 18 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
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