Advisors to call now

Offices that lost 20% or more of their advisors in 180 days.

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

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

Chelsea Santos Gfg Solutions, Orlando, Fl
independent RIA
- 33% of this office left for other firms in the last six months (latest 2026-06-26)
  2026-06-26 (3 months ago). At independent RIAs, 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
catch-all email (domain accepts every address, unverifiable) at gfgsolutions.com; firm contact form or inbox
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: joined the current firm under a year ago.
Jackson Galley Gfg Solutions, Orlando, Fl
independent RIA
- 33% of this office left for other firms in the last six months (latest 2026-06-26)
  2026-06-26 (3 months ago). At independent RIAs, 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
catch-all email (domain accepts every address, unverifiable) at gfgsolutions.com; firm contact form or inbox
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: joined the current firm under a year ago.
Benjamin Richardson Gfg Solutions, Orlando, Fl
independent RIA
- 33% of this office left for other firms in the last six months (latest 2026-06-26)
  2026-06-26 (3 months ago). At independent RIAs, 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: 10 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
N•••• B•••••••• R•• R•••••••• L••, B•••••• H••••• C•
platform or SMA manager
- 20% of this office left for other firms in the last six months (latest 2026-06-24)
  2026-06-24 (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: 10 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••••• D••• R•• R•••••••• L••, B•••••• H••••• C•
platform or SMA manager
- 20% of this office left for other firms in the last six months (latest 2026-06-24)
  2026-06-24 (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: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
M••• G••••••• R•• R•••••••• L••, B•••••• H••••• C•
platform or SMA manager
- 20% of this office left for other firms in the last six months (latest 2026-06-24)
  2026-06-24 (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
Before a call: practice size.
D•••• W••••• R•• R•••••••• L••, B•••••• H••••• C•
platform or SMA manager
- 20% of this office left for other firms in the last six months (latest 2026-06-24)
  2026-06-24 (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
Before a call: practice size.
V•••• V• R•• R•••••••• L••, B•••••• H••••• C•
platform or SMA manager
- 20% of this office left for other firms in the last six months (latest 2026-06-24)
  2026-06-24 (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: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
A••••• E•••• R•• R•••••••• L••, B•••••• H••••• C•
platform or SMA manager
- 20% of this office left for other firms in the last six months (latest 2026-06-24)
  2026-06-24 (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: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
A••••• B•••• R•• R•••••••• L••, B•••••• H••••• C•
platform or SMA manager
- 20% of this office left for other firms in the last six months (latest 2026-06-24)
  2026-06-24 (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: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
S••••• M••••••••• R•• R•••••••• L••, B•••••• H••••• C•
platform or SMA manager
- 20% of this office left for other firms in the last six months (latest 2026-06-24)
  2026-06-24 (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: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
K•••• B•••• R•• R•••••••• L••, B•••••• H••••• C•
platform or SMA manager
- 20% of this office left for other firms in the last six months (latest 2026-06-24)
  2026-06-24 (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: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
L•••••• C••• R•• R•••••••• L••, B•••••• H••••• C•
platform or SMA manager
- 20% of this office left for other firms in the last six months (latest 2026-06-24)
  2026-06-24 (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
Before a call: practice size.
C••••• B•••• R•• R•••••••• L••, B•••••• H••••• C•
platform or SMA manager
- 20% of this office left for other firms in the last six months (latest 2026-06-24)
  2026-06-24 (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: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
A••• I•••• R•• R•••••••• L••, B•••••• H••••• C•
platform or SMA manager
- 20% of this office left for other firms in the last six months (latest 2026-06-24)
  2026-06-24 (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: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
E•••••• A••••• S••• W••••• L••, S•• F••••••••• C•
brokerage advisory
- this office went from 14 to 9 registered advisors over the last year, with 6 leaving for other firms (latest 2026-06-23)
  2026-06-23 (3 months ago). At B•••••••••, 23.0% with this moved within a year against 4.5% without it (5.2x, 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
catch-all email (domain accepts every address, unverifiable) at sofi.com
Business ties: Some: 1 real-estate entity on file. A measure of business ties, not of book size or clients.
Who else to call: 38 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; the current role.
Before a call: practice size.
L••• F••••••••• M•• I•••••••• S•••••••• L••, L• J••••• C•
broker-dealer affiliated
- 29% of this office left for other firms in the last six months (latest 2026-06-23)
  2026-06-23 (3 months ago). At M••••••••• ••••, 16.8% with this moved within a year against 5.6% without it (3.0x, 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.
D•••• N•••••• S••• W••••• L••, S•• F••••••••• C•
brokerage advisory
- this office went from 14 to 9 registered advisors over the last year, with 6 leaving for other firms (latest 2026-06-23)
  2026-06-23 (3 months ago). At B•••••••••, 23.0% with this moved within a year against 4.5% without it (5.2x, 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
catch-all email (domain accepts every address, unverifiable) at sofi.com
Who else to call: 38 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
T•• M•••••• T••••••••• F•••••••• A•••••••• L••, W••••••• M•
broker-dealer affiliated
- 25% of this office left for other firms in the last six months (latest 2026-06-22)
  2026-06-22 (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 main line
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: 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; joined the current firm under a year ago.
S•••• M•••••• V•••• F•••••••• A•••••••• I•••, W••• D•• M•••••• I•
broker-dealer affiliated
- 20% of this office left for other firms in the last six months (latest 2026-06-18)
  2026-06-18 (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
catch-all email (domain accepts every address, unverifiable) at corebridgefinancial.com; firm contact form or inbox
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
D•••• D•••••• V•••• F•••••••• A•••••••• I•••, W••• D•• M•••••• I•
broker-dealer affiliated
- 20% of this office left for other firms in the last six months (latest 2026-06-18)
  2026-06-18 (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: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
S••••• V•••••• V•••• F•••••••• A•••••••• I•••, W••• D•• M•••••• I•
broker-dealer affiliated
- 20% of this office left for other firms in the last six months (latest 2026-06-18)
  2026-06-18 (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: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
B•••• M••• P••• A••••• S••••••••• L••, I••••••••• I•
broker-dealer affiliated
- 43% of this office left for other firms in the last six months (latest 2026-06-16)
  2026-06-16 (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: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
G••••• C•• U•• F•••••••• S••••••• I•••, S•••••••• F•
wirehouse
- 24% of this office left for other firms in the last six months (latest 2026-06-16)
  2026-06-16 (3 months ago). At U••, 12.8% with this moved within a year against 5.5% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong 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 ubs.com
Who else to call: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
M•••••• B•••••••• L•• E••••••••• L••, E••••••••• I•
broker-dealer affiliated
- this office went from 30 to 22 registered advisors over the last year, with 11 leaving for other firms (latest 2026-06-16)
  2026-06-16 (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
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
T••• R••••• U•• F•••••••• S••••••• I•••, S•••••••• F•
wirehouse
- 24% of this office left for other firms in the last six months (latest 2026-06-16)
  2026-06-16 (3 months ago). At U••, 12.8% with this moved within a year against 5.5% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong 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 ubs.com
Who else to call: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
A••••• C••••••• U•• F•••••••• S••••••• I•••, S•••••••• F•
wirehouse
- 24% of this office left for other firms in the last six months (latest 2026-06-16)
  2026-06-16 (3 months ago). At U••, 12.8% with this moved within a year against 5.5% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong 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 ubs.com
Who else to call: 13 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J••••• L••••• L•• E••••••••• L••, E••••••••• I•
broker-dealer affiliated
- this office went from 30 to 22 registered advisors over the last year, with 11 leaving for other firms (latest 2026-06-16)
  2026-06-16 (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
Business ties: Some: 1 operating or professional business on file. A measure of business ties, not of book size or clients.
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
S•••••• M••••••• U•• F•••••••• S••••••• I•••, S•••••••• F•
wirehouse
- 24% of this office left for other firms in the last six months (latest 2026-06-16)
  2026-06-16 (3 months ago). At U••, 12.8% with this moved within a year against 5.5% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong 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 ubs.com
Who else to call: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
D•••• B••••• U•• F•••••••• S••••••• I•••, S•••••••• F•
wirehouse
- 24% of this office left for other firms in the last six months (latest 2026-06-16)
  2026-06-16 (3 months ago). At U••, 12.8% with this moved within a year against 5.5% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong 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 ubs.com
Who else to call: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
S•••••• S••• M•• I•••••••• S•••••••• L••, O••••••• F•
broker-dealer affiliated
- 21% of this office left for other firms in the last six months (latest 2026-06-15)
  2026-06-15 (3 months ago). At M••••••••• ••••, 16.8% with this moved within a year against 5.6% without it (3.0x, 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.
P••• I•••••• M•• I•••••••• S•••••••• L••, O••••••• F•
broker-dealer affiliated
- 21% of this office left for other firms in the last six months (latest 2026-06-15)
  2026-06-15 (3 months ago). At M••••••••• ••••, 16.8% with this moved within a year against 5.6% without it (3.0x, 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: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
B••••••• N•••••• M•• I•••••••• S•••••••• L••, O••••••• F•
broker-dealer affiliated
- 21% of this office left for other firms in the last six months (latest 2026-06-15)
  2026-06-15 (3 months ago). At M••••••••• ••••, 16.8% with this moved within a year against 5.6% without it (3.0x, 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: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
M••••• J••• E•••••••• W••••• M•••••••••, S•• F••••••••• C•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-15)
  2026-06-15 (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
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).
Before a call: practice size.
C••••• E••••• E•••••••• W••••• M•••••••••, S•• F••••••••• C•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-15)
  2026-06-15 (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
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).
Before a call: practice size.
J••••• A•••••• E•••••••• W••••• M•••••••••, S•• F••••••••• C•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-15)
  2026-06-15 (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
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).
Before a call: practice size.
S••••• K•••••• A••••• A•• P••••••• S•••••••, P••••••••• P•
broker-dealer affiliated
- 29% of this office left for other firms in the last six months (latest 2026-06-15)
  2026-06-15 (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••• W••••• M•• I•••••••• S•••••••• L••, O••••••• F•
broker-dealer affiliated
- 21% of this office left for other firms in the last six months (latest 2026-06-15)
  2026-06-15 (3 months ago). At M••••••••• ••••, 16.8% with this moved within a year against 5.6% without it (3.0x, 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: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
K••• B•••••• M•• I•••••••• S•••••••• L••, O••••••• F•
broker-dealer affiliated
- 21% of this office left for other firms in the last six months (latest 2026-06-15)
  2026-06-15 (3 months ago). At M••••••••• ••••, 16.8% with this moved within a year against 5.6% without it (3.0x, 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.
D•••• C•••• R•• C•••••• M••••••• L••, L• J••••• C•
national broker-dealer RIA
- 42% of this office left for other firms in the last six months (latest 2026-06-12)
  2026-06-12 (4 months ago). At R••, 9.4% with this moved within a year against 3.7% without it (2.6x, 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.

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