Advisors to call now

Anything dated in the last 90 days, measured or not.

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

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

Preston Schaefer Thrivent Investment Management Inc., Edmond, Ok
broker-dealer affiliated
- 20% of this office left for other firms in the last six months (latest 2026-07-27)
  2026-07-27 (2 months ago). At Thrivent, 15.6% with this moved within a year against 4.7% without it (3.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
inferred email (firm style, deliverability sampled) at thrivent.com
Before a call: practice size.
Daryl Osmus Thrivent Investment Management Inc., Edmond, Ok
broker-dealer affiliated
- 20% of this office left for other firms in the last six months (latest 2026-07-27)
  2026-07-27 (2 months ago). At Thrivent, 15.6% with this moved within a year against 4.7% without it (3.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
inferred email (firm style, deliverability sampled) at thrivent.com
Before a call: practice size.
Timothy Birch Dimensional Fund Advisors LP, Austin, Tx
asset manager
- passed the Series 63 on 2026-07-24 after 10 years in the industry, not as part of a firm licensing class
  2026-07-24 (2 months ago). Across all advisors, 11.8% with this moved within a year against 4.9% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: practice size; joined the current firm under a year ago.
E••• S•••••• P•••••••• A•••••••, N••••••••• T•
broker-dealer affiliated
- 29% of this office left for other firms in the last six months (latest 2026-07-23)
  2026-07-23 (2 months ago). At B•••••••••, 11.2% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong 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; joined the current firm under a year ago.
R•••• C••• P•••••••• A•••••••, N••••••••• T•
broker-dealer affiliated
- 29% of this office left for other firms in the last six months (latest 2026-07-23)
  2026-07-23 (2 months ago). At B•••••••••, 11.2% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong 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••• H•••••••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 42 related advisors, 12 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
W•••••• S•••••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 30 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
A•••••• V••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 30 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J••••••• H•••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 31 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•••••• C•••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 31 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.
K•••• R••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 40 related advisors, 10 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
S•••••• R•••••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 30 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J••••••• M•••••••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 30 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
D•••• L••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J•••• B•••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
Z•••••• T••••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 45 related advisors, 15 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
R•• R•• M••••••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 45 related advisors, 15 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
E•••• K•••••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 42 related advisors, 12 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
W•••••• R••••••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 31 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••••••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 30 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
J•••• H•••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 31 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
P••• F••••••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 31 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•••• B•••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 30 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; career context; joined the current firm under a year ago.
R••• S•••••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 30 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
E•••• A••••••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 31 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.
M•••••• I•••••••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 30 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
A•••••••• K•••••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 30 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
C••••••• H••••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 30 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; career context; joined the current firm under a year ago.
D•••• H•••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 30 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
J•••• H•••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 32 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
R••••• S••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 36 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
D•••• G•••••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 30 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
D•••• M••••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 39 related advisors, 9 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
D••••• L••• V••••••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 37 related advisors, 7 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
K••••• A••••••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 36 related advisors, 6 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
C••••••••• M•••••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 30 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J••••• P•••••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 30 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
M•••••• N••••••• H•••••• T••••••• • K•••• L••, O••••••• W•
broker-dealer affiliated
- passed the Series 63 on 2026-07-21 after 13 years in the industry, not as part of a firm licensing class
  2026-07-21 (2 months ago). At B•••••••••, 12.2% with this moved within a year against 5.3% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong 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, 2 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.
R••••• S•••••••• H•••••• T••••••• • K•••• L••, G••••••••• S•
broker-dealer affiliated
- 60% of this office left for other firms in the last six months (latest 2026-07-21)
  2026-07-21 (2 months ago). At B•••••••••, 11.2% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at htk.com; firm main line; firm contact form or inbox
Who else to call: 1 related advisor (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••••• L••• H•••••• T••••••• • K•••• L••, G••••••••• S•
broker-dealer affiliated
- 60% of this office left for other firms in the last six months (latest 2026-07-21)
  2026-07-21 (2 months ago). At B•••••••••, 11.2% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at htk.com; 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; who works with them (team unresolved).
Before a call: practice size.

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