DFX Intelligence
For recruiters
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.
High-value opportunities one key field short of a call: finish the research, then call.
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- Jordan Pence Mha Financial Corp, Flower Mound, TxCall-readystate-registered adviser
- passed the Series 63 on 2026-02-26 after 16 years in the industry, not as part of a firm licensing class2026-02-26 (7 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
- $25M+
- Team book $50M to $100M; portable $49M to $87M, revenue at most $1M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- catch-all email (domain accepts every address, unverifiable) at doctorsfs.com; firm contact form or inbox
Missing: who works with them (team unresolved).