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

James Greenwell Hornor, Townsend & Kent, LLC, Greenville, Sc
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 broker-dealer affiliated firms, 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
firm contact form or inbox
Before a call: practice size.
Grant Henderson Independent Financial Partners, Jacksonville, Fl
broker-dealer affiliated
- passed the Series 63 on 2026-07-20 after 5 years in the industry, not as part of a firm licensing class
  2026-07-20 (2 months ago). At broker-dealer affiliated firms, 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
Before a call: practice size; joined the current firm under a year ago.
Mckenzie Cooke UBS Financial Services Inc., San Francisco, Ca
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-07-20. null went to Jpmorgan
  2026-07-20 (2 months ago). At wirehouses, 10.7% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  Elmira Lavi to JPMorgan
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 ubs.com
Before a call: practice size.
J••• S•••••• M•••• C••••••• A••••••• S••••••, P••• B•••• G••••••• F•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-07-17. null went to C••••• F••••••••
  2026-07-17 (2 months ago). At B•••••••••, 11.0% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  S•••••• S••••• to C••••• F••••••••
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 (teammates, former teammates, office peers and business partners).
Before a call: practice size.
K•••••••• H•••••• K••••• A••••••• S•••••••• L••, D•••••• T•
broker-dealer affiliated
- 67% of this office left for other firms in the last six months (latest 2026-07-17)
  2026-07-17 (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
firm contact form or inbox
Before a call: practice size.
T•• S••• K••••• A••••••• S•••••••• L••, D•••••• T•
broker-dealer affiliated
- 67% of this office left for other firms in the last six months (latest 2026-07-17)
  2026-07-17 (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
firm contact form or inbox
Before a call: practice size.
T••••••• T•••••• P•••••••• A•••••••, S•••• H••••••• I•
broker-dealer affiliated
- passed the Series 65 on 2026-07-17 while already holding the Series 66; the 65 lets an adviser register without a broker-dealer
  2026-07-17 (2 months ago). At B•••••••••, 13.6% with this moved within a year against 5.3% without it (2.6x, 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
provider email, not verified at the firm's domain
Before a call: practice size.
R••••• B••• W••••• M••••••••• C•••• L••, S••• L••• C•••• U•
independent RIA
- 29% of this office left for other firms in the last six months (latest 2026-07-16)
  2026-07-16 (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; portable $25M to $500M, revenue $100K to $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 12 related advisors, 8 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
G•••••• H•••••• W••••• M••••••••• C•••• L••, S••• L••• C•••• U•
independent RIA
- 29% of this office left for other firms in the last six months (latest 2026-07-16)
  2026-07-16 (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; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
J••• H•••••• W••••• M••••••••• C•••• L••, S••• L••• C•••• U•
independent RIA
- 29% of this office left for other firms in the last six months (latest 2026-07-16)
  2026-07-16 (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; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
B•••• P••• A••••••• S••••••• N••••••, A••••••• G•
independent RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-07-16. null went to O••• R•••••• F•••••••• G••••
  2026-07-16 (2 months ago). At I•••••••••, 13.9% with this moved within a year against 5.4% without it (2.6x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  A•••••••• M••••••• to O••• R•••••• F•••••••• G••••
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: 2 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
C•••• R••••• D••••••••• F••• A••••••• L•, A•••••• T•
asset manager
- passed the Series 63 on 2026-07-15 after 10 years in the industry, not as part of a firm licensing class
  2026-07-15 (2 months ago). At A••, 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
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
W•••••• S••••• S•••••• P••••••• I••••••••• A•••••••• L••, N•• Y•••• N•
broker-dealer affiliated
- 30% of this office left for other firms in the last six months (latest 2026-07-10)
  2026-07-10 (3 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
firm contact form or inbox
Before a call: practice size.
W•••• U•••••••• M••••• S••••••, H•••••••• H•
wirehouse
- passed an adviser exam (S65) on 2026-07-10 after 2 years in the industry, not as part of a same-week firm licensing class
  2026-07-10 (3 months ago). At M••••• S••••••, 8.3% with this moved within a year against 3.7% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
inferred email (firm style, deliverability sampled) at morganstanley.com
Before a call: practice size; joined the current firm under a year ago.
M•••••• L•••••• L•• F•••••••• L••, D•••••• C•
broker-dealer affiliated
- this office went from 8 to 6 registered advisors over the last year, with 4 leaving for other firms (latest 2026-07-10)
  2026-07-10 (3 months ago). At B•••••••••, 12.5% with this moved within a year against 5.3% 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
catch-all email (domain accepts every address, unverifiable) at lpl.com
Before a call: practice size; joined the current firm under a year ago.
W••••••••• J••••• S•••••• P••••••• I••••••••• A•••••••• L••, N•• Y•••• N•
broker-dealer affiliated
- 30% of this office left for other firms in the last six months (latest 2026-07-10)
  2026-07-10 (3 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
firm contact form or inbox
Before a call: practice size.
A•••• L•••••••• S•••••• P••••••• I••••••••• A•••••••• L••, N•• Y•••• N•
broker-dealer affiliated
- 30% of this office left for other firms in the last six months (latest 2026-07-10)
  2026-07-10 (3 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
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.
C•••••••• M••• S•••••• P••••••• I••••••••• A•••••••• L••, N•• Y•••• N•
broker-dealer affiliated
- 30% of this office left for other firms in the last six months (latest 2026-07-10)
  2026-07-10 (3 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
firm contact form or inbox
Who else to call: 2 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•• G••••••••• S•••••• P••••••• I••••••••• A•••••••• L••, N•• Y•••• N•
broker-dealer affiliated
- 30% of this office left for other firms in the last six months (latest 2026-07-10)
  2026-07-10 (3 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
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.
N••••••• F••••••• S•••••••• C•••••• M••••••••• L••, L••••• N•••••• C•
state-registered adviser
- passed the Series 63 on 2026-07-09 after 17 years in the industry, not as part of a firm licensing class
  2026-07-09 (3 months ago). At A••, 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.
J••••• M••••• T•• M•••••••• E•••• G••••• L••, B••••••• C•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-08)
  2026-07-08 (3 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; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
M•••••• G••••••• F•• W••••• M••••••••• L••, W••• D•• M•••••• I•
broker-dealer affiliated
- passed the Series 63 on 2026-07-08 after 15 years in the industry, not as part of a firm licensing class
  2026-07-08 (3 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
Before a call: practice size; joined the current firm under a year ago.
S••••• T•••• T•• M•••••••• E•••• G••••• L••, B••••••• C•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-08)
  2026-07-08 (3 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; portable at most $1B, revenue at most $10M (transfer share is a judgment)
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: joined the current firm under a year ago.
D••••• C•••••• C••••••••• F•••••••• N••••••, O••••••• P•••• K•
national broker-dealer RIA
- this office went from 34 to 25 registered advisors over the last year, with 10 leaving for other firms (latest 2026-07-07)
  2026-07-07 (3 months ago). At N•••••••••, 8.2% with this moved within a year against 3.9% 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 commonwealth.com
Who else to call: 5 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.
A••••• H•••••••• C••••••••• F•••••••• N••••••, O••••••• P•••• K•
national broker-dealer RIA
- this office went from 34 to 25 registered advisors over the last year, with 10 leaving for other firms (latest 2026-07-07)
  2026-07-07 (3 months ago). At N•••••••••, 8.2% with this moved within a year against 3.9% 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 commonwealth.com
Who else to call: 11 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.
B•••••• M•••••••• C••••••••• F•••••••• N••••••, O••••••• P•••• K•
national broker-dealer RIA
- this office went from 34 to 25 registered advisors over the last year, with 10 leaving for other firms (latest 2026-07-07)
  2026-07-07 (3 months ago). At N•••••••••, 8.2% with this moved within a year against 3.9% 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 commonwealth.com
Who else to call: 11 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.
J••••• S•••••• C••••••••• F•••••••• N••••••, O••••••• P•••• K•
national broker-dealer RIA
- this office went from 34 to 25 registered advisors over the last year, with 10 leaving for other firms (latest 2026-07-07)
  2026-07-07 (3 months ago). At N•••••••••, 8.2% with this moved within a year against 3.9% 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 commonwealth.com
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
G••••• C•••• C••••••••• F•••••••• N••••••, O••••••• P•••• K•
national broker-dealer RIA
- this office went from 34 to 25 registered advisors over the last year, with 10 leaving for other firms (latest 2026-07-07)
  2026-07-07 (3 months ago). At N•••••••••, 8.2% with this moved within a year against 3.9% 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 commonwealth.com
Who else to call: 30 related advisors, 25 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.
C•••••• S•••• R••••• I••••••••• A•••••••• I••, W••••••••• D•
broker-dealer affiliated
- 33% of this office left for other firms in the last six months (latest 2026-07-07)
  2026-07-07 (3 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
firm contact form or inbox
Before a call: practice size.
D•••• C••• P••• A••••• S••••••••• L••, R•••••• V•
broker-dealer affiliated
- 23% of this office left for other firms in the last six months (latest 2026-07-07)
  2026-07-07 (3 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.
C••••••• M••••• P••• A••••• S••••••••• L••, R•••••• V•
broker-dealer affiliated
- 23% of this office left for other firms in the last six months (latest 2026-07-07)
  2026-07-07 (3 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
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J•••• M•••••• R••••• I••••••••• A•••••••• I••, W••••••••• D•
broker-dealer affiliated
- 33% of this office left for other firms in the last six months (latest 2026-07-07)
  2026-07-07 (3 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
firm contact form or inbox
Before a call: practice size.
M•••••• S••••• I••• I••• ••••• R••••••• C••••••••• I••••, O••••• N•
state-registered adviser
- passed the Series 63 on 2026-07-07 after 18 years in the industry, not as part of a firm licensing class
  2026-07-07 (3 months ago). At A••, 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
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size.
A•••• M•••••• P•••••••• A•••••••, W••••••••• V•
broker-dealer affiliated
- 22% of this office left for other firms in the last six months (latest 2026-07-07)
  2026-07-07 (3 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
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J••••• H•••••• L•• E••••••••• L••, T•••• M•
broker-dealer affiliated
- passed an adviser exam (S65) on 2026-07-07 after 2 years in the industry, not as part of a same-week firm licensing class
  2026-07-07 (3 months ago). At L••, 8.9% with this moved within a year against 4.2% without it (2.1x, 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
catch-all email (domain accepts every address, unverifiable) at lpl.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: 44 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size; joined the current firm under a year ago.
L••• G••••• C••••••••• F•••••••• N••••••, O••••••• P•••• K•
national broker-dealer RIA
- this office went from 34 to 25 registered advisors over the last year, with 10 leaving for other firms (latest 2026-07-07)
  2026-07-07 (3 months ago). At N•••••••••, 8.2% with this moved within a year against 3.9% 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 commonwealth.com
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
G••••• A••••••••• F••••• I•••••••••, P••••• T•
independent RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-07-06. null went to V••••••• A•••••••• I•••
  2026-07-06 (3 months ago). At I•••••••••, 13.9% with this moved within a year against 5.4% without it (2.6x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  D•••• D••••••• to V••••••• A•••••••• I•••
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.
K•••• W•••••• E•••••• A••••••• G••••• L••, D•••••• T•
brokerage advisory
- 33% of this office left for other firms in the last six months (latest 2026-07-06)
  2026-07-06 (3 months ago). At B•••••••••, 12.1% with this moved within a year against 4.5% without it (2.7x, 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 empower.com; firm main line
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••••• D••••• N••••••••• A••••••• I•••, A••••••• N•
mixed wealth
- 33% of this office left for other firms in the last six months (latest 2026-07-06)
  2026-07-06 (3 months ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 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: 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: joined the current firm under a year ago.
S••• C••••• N••••••••• A••••••• I•••, A••••••• N•
mixed wealth
- 33% of this office left for other firms in the last six months (latest 2026-07-06)
  2026-07-06 (3 months ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 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: 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: joined the current firm under a year ago.

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