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.
Someone who moved firms with this advisor before has just left.
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- Jesse Estrada J.P. Morgan Securities LLC, Jacksonville, Flwirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-05. null went to Empower Advisory Group, LLC2026-04-05 (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).Riley Lowe to EMPOWER ADVISORY GROUP, LLC
- 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.
- Daniel Speirs Cerro Pacific Wealth Advisors, LLC, San Luis Obispo, Caindependent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $452M to $505M, revenue at most $10M (transfer share is a judgment)
- Team
- 2-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 contact form or inbox
Who else to call: 5 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; a dated reason to call now.
Before a call: a dated reason to call now.
- Mark Rose Rockline Wealth Management LLC, Islip Terrace, Nyindependent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $375M to $667M, revenue at most $10M (transfer share is a judgment)
- Team
- 2-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: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; a dated reason to call now.
Before a call: a dated reason to call now.
- L••• M••• C•••• P•••••• W••••• A•••••••• L••, S•• L••• O•••••• C•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- $250M+
- Team book $500M to $1B; portable $452M to $505M, revenue at most $10M (transfer share is a judgment)
- Team
- 2-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 contact form or inbox
Who else to call: 5 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; the current role; a dated reason to call now.
Before a call: a dated reason to call now.
- B•••• N••••••••• A•••• I••••••••• A•••••••• L••, D••••••••• I•mixed wealth
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 9-person high-confidence team
- 2 members left this year; after a first exit 11% of those left followed within a year
- Contact
- Firm level
- firm contact form or inbox
Before a call: a dated reason to call now; practice size.
- G••• V••••• A•••• I••••••••• A•••••••• L••, D••••••••• I•mixed wealth
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 9-person high-confidence team
- 2 members left this year; after a first exit 11% of those left followed within a year
- Contact
- Firm level
- firm contact form or inbox
Before a call: a dated reason to call now; practice size.
- C••• H••••• A•••• I••••••••• A•••••••• L••, D••••••••• I•mixed wealth
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 9-person high-confidence team
- 2 members left this year; after a first exit 11% of those left followed within a year
- Contact
- Firm level
- firm contact form or inbox
Before a call: a dated reason to call now; practice size.
- P••••• D•••• A•••• I••••••••• A•••••••• L••, D••••••••• I•mixed wealth
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 9-person high-confidence team
- 2 members left this year; after a first exit 11% of those left followed within a year
- Contact
- Firm level
- firm contact form or inbox
Before a call: a dated reason to call now; practice size.
- R••••• J••••• A•••• I••••••••• A•••••••• L••, D••••••••• I•mixed wealth
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 9-person high-confidence team
- 2 members left this year; after a first exit 11% of those left followed within a year
- 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: a dated reason to call now; practice size.
- E••• R••••••••• A•••• I••••••••• A•••••••• L••, D••••••••• I•mixed wealth
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 9-person high-confidence team
- 2 members left this year; after a first exit 11% of those left followed within a year
- Contact
- Firm level
- firm contact form or inbox
Before a call: a dated reason to call now; practice size.
- B•••• C•••••• A•••• I••••••••• A•••••••• L••, D••••••••• I•mixed wealth
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 9-person high-confidence team
- 2 members left this year; after a first exit 11% of those left followed within a year
- Contact
- Firm level
- firm contact form or inbox
Before a call: a dated reason to call now; practice size.
- B•••••• S•••• A•••• I••••••••• A•••••••• L••, D••••••••• I•mixed wealth
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 9-person high-confidence team
- 2 members left this year; after a first exit 11% of those left followed within a year
- Contact
- Firm level
- firm contact form or inbox
Before a call: a dated reason to call now; practice size.
- B•••• R•••• A•••• I••••••••• A•••••••• L••, C••••••••• N•mixed wealth
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 9-person high-confidence team
- 2 members left this year; after a first exit 11% of those left followed within a year
- Contact
- Firm level
- firm contact form or inbox
Before a call: a dated reason to call now; practice size.
- C••••••••• C••••••• A••••••• W••••• A•••••••, F••• W••••• T•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 5-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 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: a dated reason to call now; practice size.
- T•••• M••••• A••••••• W••••• A•••••••, F••• W••••• T•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 5-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 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: a dated reason to call now; practice size.
- R••••• F••••••••• A••••••• W••••• A•••••••, F••• W••••• T•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 5-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 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: a dated reason to call now; practice size.
- R••••• H••• A••••••• W••••• A•••••••, F••• W••••• T•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 5-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 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: a dated reason to call now; practice size.
- T•••• H••••••• A••••••• W••••• A•••••••, F••• W••••• T•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 5-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 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: a dated reason to call now; practice size.
- S••• S•••••• K••••• A••••••• S•••••••• L••, A•••••• T•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- 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 contact form or inbox
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size; joined the current firm under a year ago.
- J•••• D•••••• K••••• A••••••• S•••••••• L••, A•••••• T•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- 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 contact form or inbox
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
- J•••• D••••• K••••• A••••••• S•••••••• L••, A•••••• T•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- 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 contact form or inbox
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
- R••••• A••• K••••• A••••••• S•••••••• L••, A•••••• T•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- 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 contact form or inbox
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
- D•••• F•••• K••••• A••••••• S•••••••• L••, A•••••• T•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- 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 contact form or inbox
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size; joined the current firm under a year ago.
- S•••• S••••• U•• F•••••••• S••••••• I•••, M•• L•••••• N•wirehouse
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- 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
- catch-all email (domain accepts every address, unverifiable) at ubs.com
Who else to call: 25 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
- M••••••• B••••• K••••• A••••••• S•••••••• L••, A•••••• T•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- 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 contact form or inbox
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size; joined the current firm under a year ago.
- K••• M•••••• K••••• A••••••• S•••••••• L••, S•• C••••••• I•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- 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 contact form or inbox
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size; joined the current firm under a year ago.
- D••••• N••••• S•••, B••••••••• P•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 2-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 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: a dated reason to call now; practice size.
- D•••• W•••••• S•••, L•• A••••••• C•broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 2-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 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: a dated reason to call now; practice size.
- J•••• S••••••••• D•••••••• W••••• M••••••••• L••, O•••• U•independent RIA
No dated fact on this record clears DFX’s evidence bar.
- Timing
- Nothing current
- Value
- Not estimable
- Book not estimable
- Team
- 2-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 contact form or inbox
Who else to call: 13 related advisors, 7 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
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