Advisors to call now

Someone who moved firms with this advisor before has just left.

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

Jesus Mercado Pnc Wealth Management, Beaumont, Tx
bank affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-15. null went to Vanguard Advisers, Inc.
  2026-04-15 (5 months ago). At bank-affiliated firms, 14.7% with this moved within a year against 7.5% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  Jose Benavides to VANGUARD ADVISERS, INC.
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
inferred email (firm style, deliverability sampled) at pnc.com
Before a call: practice size.
Miguel Figueroa Pnc Wealth Management, Arlington, Tx
bank affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-15. null went to Vanguard Advisers, Inc.
  2026-04-15 (5 months ago). At bank-affiliated firms, 14.7% with this moved within a year against 7.5% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  Jose Benavides to VANGUARD ADVISERS, INC.
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
inferred email (firm style, deliverability sampled) at pnc.com
Before a call: practice size.
Rohit Pupalla J.P. Morgan Securities LLC, Chicago, Il
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-18. null went to Merrill
  2026-08-18 (39 days 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).
  Liam O'Rourke to Merrill
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Before a call: practice size.
D••••• B•••• J••• M••••• S••••••••• L••, N•• Y•••• N•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-18. null went to M••••••
  2026-08-18 (39 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).
  L••• O••••••• to M••••••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Who else to call: 3 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
A••••• B•••••• J••• M••••• S••••••••• L••, S•• A••••••• T•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-11. null went to T•••• C•••••• B••• P•••••• W••••• A•••••••
  2026-08-11 (46 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).
  B•••••• D••••••• to T•••• C•••••• B••• P•••••• W••••• A•••••••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
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: 54 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
M••••• P••• J••• M••••• S••••••••• L••, C•••••••• O•
wirehouse
- 3 prior co-move teammates left the firm for another firm, most recently on 2026-08-07. null went to W•••• F••••
  2026-08-07 (50 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).
  E•••••• A•••• to W•••• F••••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Before a call: practice size.
M•••••• P••••••• J••• M••••• S••••••••• L••, E• M••••• C•
wirehouse
- 3 prior co-move teammates left the firm for another firm, most recently on 2026-08-07. null went to W•••• F••••
  2026-08-07 (50 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).
  E•••••• A•••• to W•••• F••••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Before a call: practice size.
B•••• G••••••• J••• M••••• S••••••••• L••, L• C•••••• C•
wirehouse
- 3 prior co-move teammates left the firm for another firm, most recently on 2026-08-07. null went to W•••• F••••
  2026-08-07 (50 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).
  E•••••• A•••• to W•••• F••••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
I•• K••••• J••• M••••• S••••••••• L••, S•• J•••• C•
wirehouse
- 3 prior co-move teammates left the firm for another firm, most recently on 2026-08-07. null went to W•••• F••••
  2026-08-07 (50 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).
  E•••••• A•••• to W•••• F••••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
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.
D•••••• K••••• I••••••••• F•••••••• P•••••••, I•••••• C•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-07. null went to C••••• F••••••••
  2026-08-07 (50 days 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).
  S••• F•••• to C••••• F••••••••
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.
D••• S••••• J••• M••••• S••••••••• L••, H•••••• B••••• C•
wirehouse
- 3 prior co-move teammates left the firm for another firm, most recently on 2026-08-07. null went to W•••• F••••
  2026-08-07 (50 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).
  E•••••• A•••• to W•••• F••••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Before a call: practice size.
K•••• T• J••• M••••• S••••••••• L••, C•••••••• C•
wirehouse
- 3 prior co-move teammates left the firm for another firm, most recently on 2026-08-07. null went to W•••• F••••
  2026-08-07 (50 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).
  E•••••• A•••• to W•••• F••••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
D• W• J••• M••••• S••••••••• L••, E• C••••••• C•
wirehouse
- 3 prior co-move teammates left the firm for another firm, most recently on 2026-08-07. null went to W•••• F••••
  2026-08-07 (50 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).
  E•••••• A•••• to W•••• F••••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
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.
J•••• H••• K••••• A••••••• S•••••••• L••, A•••••• T•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-21. null went to O••••
  2026-07-21 (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).
  R•••••• F••••• 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: 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.
M••••• S•••••• C•••••••• G••••• M•••••• I•••, B••••• N•
bank affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-13. null went to U••
  2026-07-13 (3 months ago). At B•••••••••, 14.7% with this moved within a year against 7.5% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  L••• R•••••• to U••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
provider email, not verified at the firm's domain
Before a call: practice size.
R•••••• M•••••• J••• M••••• S••••••••• L••, D•••••• T•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-09. null went to C••••••• S••••••••• I•••
  2026-07-09 (3 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).
  M•••••• K•••••• to C••••••• S••••••••• I•••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
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.
B•••• R•••••• J••• M••••• S••••••••• L••, B•••••••• N•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-09. null went to C••••••• S••••••••• I•••
  2026-07-09 (3 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).
  M•••••• K•••••• to C••••••• S••••••••• I•••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Who else to call: 4 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
B•••• A••••• J••• M••••• S••••••••• L••, G••••••••• C•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-09. null went to C••••••• S••••••••• I•••
  2026-07-09 (3 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).
  M•••••• K•••••• to C••••••• S••••••••• I•••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
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.
L•••••• F••••••• N•••••• A•••••••, G••••••••• C•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-09. null went to C•••••• S••••• • C••• 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).
  M•••••• M••••••••• to C•••••• S••••• • C••• I•••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at newedgeadvisors.com
Business ties: Some: 1 operating or professional business, 1 company board seat on file. A measure of business ties, not of book size or clients.
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; the current role; who works with them (team unresolved).
Before a call: practice size.
J•••• S••••••••• L•••••• S•• I••••••••• A•••••••• L•••••, E•••••••• I•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-07. null went to S••••• C•••••• M••••••••• L••
  2026-07-07 (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).
  K••••••• S••••••••• to S••••• C•••••• M••••••••• 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, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
F•••••••• T••••• C•••••• I••••••••• A••••••• S•••••••• L••, C•••• N•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-01. null went to C•••••
  2026-07-01 (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•••••• H••••• to C•••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm main line; firm contact form or inbox
Business ties: Some: 1 operating or professional business, 1 company board seat on file. A measure of business ties, not of book size or clients.
Who else to call: 1 related advisor, 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.
E••••• C•••••• K••••• A••••••• S•••••••• L••, A•••••• T•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-11. null went to I•••••• P•••••• W•••••• L••
  2026-06-11 (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).
  C••• A••••••• to I•••••• P•••••• W•••••• 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, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
B•••• L••••••• P•••• A•••••••• I•••, C•••••• I•
asset manager
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-09. null went to H•••••• I••••••••• L••
  2026-06-09 (4 months ago). At A••, 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).
  J•••• C••••••• to H•••••• I••••••••• 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.
S••• H•••••• C••••••••• W•••••• L••, O••••••• P•••• K•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-06-08. null went to F••••• W••••• M••••••••• L•••
  2026-06-08 (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).
  J••• K••••• to F••••• W••••• M••••••••• 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; joined the current firm under a year ago.
M••••• H••••• C••••••••• W•••••• L••, O••••••• P•••• K•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-06-08. null went to F••••• W••••• M••••••••• L•••
  2026-06-08 (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).
  J••• K••••• to F••••• W••••• M••••••••• 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: 3 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
A••• W•••••••• C••••••• F•••••••• S•••••• C•••••••••, C••••••••• C•
FORMER_SEC_ADVISER
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-08. null went to A••••• A•• P••••••• S•••••••
  2026-06-08 (4 months ago). At A••, 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).
  M••••• V••••• to A••••• A•• P••••••• S•••••••
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••• P•••• E•••• • Y•••• I••••••••• A••••••• L••, T••••• F•
no RAUM reported
- a prior co-move teammate left the firm for an independent RIA on 2026-06-08. null went to F••••
  2026-06-08 (4 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).
  F•••••••• S•••• to F••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
L•••• D••••••••• J••• M••••• S••••••••• L••, I•••••• C•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-02. null went to M••••••
  2026-06-02 (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•••• G•••• to M••••••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Before a call: practice size; joined the current firm under a year ago.
I•• G••••• P•• W••••• M•••••••••, C••••••••• N•
bank affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-02. null went to V•••••••• F••••••••• L••
  2026-06-02 (4 months ago). At B•••••••••, 14.7% with this moved within a year against 7.5% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  V••••• T••• to V•••••••• F••••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
inferred email (firm style, deliverability sampled) at pnc.com
Before a call: practice size.
B•••• H••••• J••• M••••• S••••••••• L••, I•••••• C•
Call-readywirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-02. null went to W•••• F••••
  2026-06-02 (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).
  B•••••• H••••• to W•••• F••••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
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).
S•••• S••••••• J••• M••••• S••••••••• L••, N•• Y•••• N•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-31. null went to M••••• S••••••
  2026-05-31 (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).
  J••••• F••••••• to M••••• S••••••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
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.
K•••••• B•••••••• C••••• C•••••• A•••••••• L••, V••• B••••• F•
Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-22. null went to M••• A••••••• S•••••••• L••
  2026-05-22 (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).
  P•••••• T••••• to M••• A••••••• S•••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable; portable $500M and up, revenue $2M and up (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 8 related advisors (teammates, former teammates, office peers and business partners).
P•••• R••••• N•••• G••••, R••••••••• N•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-21. null went to C•••••
  2026-05-21 (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).
  D••••• D•••••• to C•••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
S•••• M••••••••• W••••••••• T•••• I••••••••• A•••••••• I•••, W••••••••• D•
other adviser
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-07. null went to K•• I••••••••• S••••••• L••
  2026-05-07 (5 months ago). At A••, 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).
  C•••••• M•••••• to K•• I••••••••• S••••••• 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: 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.
A••••• W••••• J••• M••••• S••••••••• L••, N•• Y•••• N•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-28. null went to C•••
  2026-04-28 (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).
  K•••• H••••••••• to C•••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
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.
M••• A••••••• M••••• C•••••• M••••••••• C••, M• P•••••••• S•
asset manager
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-13. null went to P••••••• F••••• I•••
  2026-04-13 (6 months ago). At A••, 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).
  M•••••• L•••••••• to P••••••• 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: 23 related advisors, 19 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; joined the current firm under a year ago.
E••••• L••••••••• J••• M••••• S••••••••• L••, R••••••• G•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-05. null went to E•••••• A••••••• G••••• L••
  2026-04-05 (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).
  R•••• L••• to E•••••• A••••••• G••••• L••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Before a call: practice size.
C•••••• P•••••• J••• M••••• S••••••••• L••, H••••••• • F•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-05. null went to E•••••• A••••••• G••••• L••
  2026-04-05 (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).
  R•••• L••• to E•••••• A••••••• G••••• L••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Before a call: practice size.
N•••• K••••• J••• M••••• S••••••••• L••, A••••••• G•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-05. null went to E•••••• A••••••• G••••• L••
  2026-04-05 (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).
  R•••• L••• to E•••••• A••••••• G••••• L••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Before a call: practice size.
N••••• U•••••• J••• M••••• S••••••••• L••, J••••••••• F•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-05. null went to E•••••• A••••••• G••••• L••
  2026-04-05 (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).
  R•••• L••• to E•••••• A••••••• G••••• L••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Who else to call: 30 related advisors (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.