Advisors to call now

Someone who moved firms with this advisor before has just left.

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

Thomas Webre LPL Financial LLC, Breaux Bridge, La
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-08-05 (52 days ago). At LPL, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  Gregory Richards to Wells Fargo Advisors
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Firm level
provider email, not verified
Who else to call: 9 related advisors, 9 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
Derrick Lagarde LPL Financial LLC, Lafayette, La
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-08-05 (52 days ago). At LPL, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  Gregory Richards to Wells Fargo Advisors
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Firm level
provider email, not verified
Who else to call: 9 related advisors, 9 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
Anthony Cipolla Diversify Advisory Services, LLC, South Jordan, Ut
broker-dealer affiliated
- passed the Series 63 on 2025-12-03 after 14 years in the industry
  2025-12-03 (10 months ago). At broker-dealer affiliated firms, 12.4% with this moved within a year against 5.3% without it (2.3x, 2023 to 2025 cohorts). Source: IAPD individual record: exam date.
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-08-28 (29 days ago). At broker-dealer affiliated firms, 9.9% with this moved within a year against 5.3% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  Adilene Calixtro to Diversify Wealth Management, Llc
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, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
B•••• M•••••• U•• F•••••••• S••••••• I•••, S•••••••• F•
wirehouse
- 4 of the 18 advisors at this office left in the last 180 days (22%), against a median of 0% across the firm's other offices. 3 went to S•••••• P••••••• I••••••••• A•••••••• L••
  2026-06-16 (3 months ago). At U••, 14.9% with this moved within a year against 5.5% without it (2.7x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  J••••• L•••• to S•••••• P••••••• I••••••••• A•••••••• L••; S•••• Z••••••• to S•••••• P••••••• I••••••••• A•••••••• L••; W••• L•••• to S•••••• P••••••• I••••••••• A•••••••• L••; J•••• P•••• to W•••• F•••• A•••••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
ESTIMATED email an address at ubs.com (style first.last@ubs.com reproduced 74 of 75 confident provider/published addresses at this firm (95% CI 93% to 100%); firm deliverability sample: UNVERIFIABLE (accept-all domain: the server accepts every address))
Business ties: Broad: 2 operating or professional businesses, 1 real-estate entity, 1 nonprofit or civic board/officer role on file. A measure of business ties, not of book size or clients.
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size.
T••••• G•••••• L•• F•••••••• L••, S•• D••••• C•
broker-dealer affiliated
- 2 people who moved firms with this advisor before left the current firm in the last 180 days
  2026-08-17 (40 days ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  J•• H•••••• to E•••••••• A•••••••• L••; T••••• C••••••• to E•••••• A••••••• G••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
provider email, not verified
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: 7 related advisors, 7 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
D••••• T•••• K••••••• F•••••••• L••, N•• H••••• C•
Call-readyindependent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-06-22 (3 months ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  B••• T••••••••• to C••••••••• F•••••••• N••••••
Timing
Timing
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
Contact
Firm level
firm contact form or inbox
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: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
C•••••• K••••••• K••••••• F•••••••• L••, N•• H••••• C•
Call-readyindependent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-06-22 (3 months ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  B••• T••••••••• to C••••••••• F•••••••• N••••••
Timing
Timing
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
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).
C•••• N••••••••• I••••••••• C•••••• M•••••••••, B••••••••• H••••• M•
Call-readyindependent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-05-04 (5 months ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  K•••••• C•• to C••••••• F•••••••• D••••••• I•••
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-22 (3 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  J••• D••••• to M•• W•••••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
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).
L•••• K•••••••• M••••• I••••••••• G••••• L••, W••••••• K•
Call-readyindependent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-05-21 (4 months ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  D•••••• M••••• to R•• I••••••••• L••
Timing
Timing
Value
$250M+
Team book $250M to $500M; 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: 1 related advisor (teammates, former teammates, office peers and business partners).
E••• F••••••• C•••••••• W••••• M•••••••••, I•••••• C•
Call-readyindependent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-06-23 (3 months ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  M••• P••••••• to F••••••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, 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: 1 related advisor (teammates, former teammates, office peers and business partners).
N••••••• B••••••• C•••••••• W••••• M•••••••••, I•••••• C•
Call-readyindependent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-06-23 (3 months ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  M••• P••••••• to F••••••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, 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: 1 related advisor (teammates, former teammates, office peers and business partners).
H•••• H•••• I••• H••• A••••••• L••, G••••••••• S•
Call-readyindependent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-09-08 (18 days ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  C••••••••• W••••• to C••••••• A•••• M••••••••• L••
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-05-18 (4 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  J•••• Y•••••••• to S••••••• W••••• M••••••••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, 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: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
K••••••••• L•••• T••••• W••••• P••••••• L••, B••••••••• G•
independent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-08-24 (33 days ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  F•••••• N••••• to T••••• C•••••• M••••••••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, 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: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: joined the current firm under a year ago.
M••••• R••••••• T•••••••• P•••••••• L••, E••••• M•
Call-readyindependent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-05-08 (5 months ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  C••••••• R••••••• to F•••••• D•• S••••••••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
H•••• L•• J••• M••••• S••••••••• L••, C••• O• I•••••••• C•
Call-readywirehouse
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-06-02 (4 months ago). At J•••••••, 9.3% with this moved within a year against 5.5% without it (1.7x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  B•••••• H••••• to W•••• F•••• A•••••••
Timing
Timing
measured at this firm
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
3 move with them
Contact
Firm level
ESTIMATED email an address at jpmorgan.com (style first.last@jpmorgan.com reproduced 20 of 20 confident provider/published addresses at this firm (95% CI 84% to 100%); firm deliverability sample: UNVERIFIABLE (accept-all domain: the server accepts every address))
Who else to call: 4 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
R••• B••••••• J••• M••••• S••••••••• L••, S•••• M•••••• C•
Call-readywirehouse
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-06-02 (4 months ago). At J•••••••, 9.3% with this moved within a year against 5.5% without it (1.7x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  B•••••• H••••• to W•••• F•••• A•••••••
Timing
Timing
measured at this firm
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
3 move with them
Contact
Firm level
ESTIMATED email an address at jpmorgan.com (style first.last@jpmorgan.com reproduced 20 of 20 confident provider/published addresses at this firm (95% CI 84% to 100%); firm deliverability sample: UNVERIFIABLE (accept-all domain: the server accepts every address))
Who else to call: 5 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
M••• R•••••••• J••• M••••• S••••••••• L••, G••••• C•••• N•
Call-readywirehouse
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-08-18 (39 days ago). At J•••••••, 9.3% with this moved within a year against 5.5% without it (1.7x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  L•••• P•••••• to A••••• A•• P••••••• S•••••••
Timing
Timing
measured at this firm
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
2 move with them
Contact
Firm level
ESTIMATED email an address at jpmorgan.com (style first.last@jpmorgan.com reproduced 20 of 20 confident provider/published addresses at this firm (95% CI 84% to 100%); firm deliverability sample: UNVERIFIABLE (accept-all domain: the server accepts every address))
M••••••••• F••••• J••• M••••• S••••••••• L••, P••••••• M•
Call-readywirehouse
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-08-18 (39 days ago). At J•••••••, 9.3% with this moved within a year against 5.5% without it (1.7x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  L•••• P•••••• to A••••• A•• P••••••• S•••••••
Timing
Timing
measured at this firm
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
2 move with them
Contact
Firm level
ESTIMATED email an address at jpmorgan.com (style first.last@jpmorgan.com reproduced 20 of 20 confident provider/published addresses at this firm (95% CI 84% to 100%); firm deliverability sample: UNVERIFIABLE (accept-all domain: the server accepts every address))
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
S•••••••• P•••••• J••• M••••• S••••••••• L••, S••••• I•••••• N•
Call-readywirehouse
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-08-18 (39 days ago). At J•••••••, 9.3% with this moved within a year against 5.5% without it (1.7x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  L•••• P•••••• to A••••• A•• P••••••• S•••••••
Timing
Timing
measured at this firm
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
2 move with them
Contact
Firm level
ESTIMATED email an address at jpmorgan.com (style first.last@jpmorgan.com reproduced 20 of 20 confident provider/published addresses at this firm (95% CI 84% to 100%); firm deliverability sample: UNVERIFIABLE (accept-all domain: the server accepts every address))
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
C••••• T•••• J••• M••••• S••••••••• L••, A••••••• C•
Call-readywirehouse
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-09-11 (15 days ago). At J•••••••, 9.3% with this moved within a year against 5.5% without it (1.7x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  J••••• K•••••• to C•••••••• G••••• M•••••• I•••
Timing
Timing
measured at this firm
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Firm level
ESTIMATED email an address at jpmorgan.com (style first.last@jpmorgan.com reproduced 20 of 20 confident provider/published addresses at this firm (95% CI 84% to 100%); firm deliverability sample: UNVERIFIABLE (accept-all domain: the server accepts every address))
Who else to call: 3 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
K•••• K•••••• S••••• F••••••••• L••, P••••••••• N•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-05-08 (5 months ago). At B•••••••••, 9.9% with this moved within a year against 5.3% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  D•••• T••••• to M•••• F•••••••• A•••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 5 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J••• D•••• S••••• F••••••••• L••, P••••••••• N•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-05-08 (5 months ago). At B•••••••••, 9.9% with this moved within a year against 5.3% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  D•••• T••••• to M•••• F•••••••• A•••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 5 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
R••• H•••••• S••••• F••••••••• L••, P••••••••• N•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-05-08 (5 months ago). At B•••••••••, 9.9% with this moved within a year against 5.3% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  D•••• T••••• to M•••• F•••••••• A•••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 5 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
O••••• H•••••• J••• M••••• S••••••••• L••, L•• V••••• N•
wirehouse
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-08-18 (39 days ago). At J•••••••, 9.3% with this moved within a year against 5.5% without it (1.7x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  L••• O••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
9 move with them
Contact
Firm level
ESTIMATED email an address at jpmorgan.com (style first.last@jpmorgan.com reproduced 20 of 20 confident provider/published addresses at this firm (95% CI 84% to 100%); firm deliverability sample: UNVERIFIABLE (accept-all domain: the server accepts every address))
Who else to call: 6 related advisors, 6 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
X••• C••• F•••• A•••••• S••••••••• L••, C••••••• M•
platform or SMA manager
- 2 people who moved firms with this advisor before left the current firm in the last 180 days
  2026-07-27 (2 months ago). At A••, 8.5% with this moved within a year against 4.9% without it (1.7x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  A••••• R••••••••• to M••••• G•••• I••••••••• A•••••••• L••; J••••• C•• to P•••••••• W••••• P•••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
9 move with them
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: practice size.
K•••• C•••••• F•••• A•••••• S••••••••• L••, C••••••• M•
platform or SMA manager
- 2 people who moved firms with this advisor before left the current firm in the last 180 days
  2026-07-27 (2 months ago). At A••, 8.5% with this moved within a year against 4.9% without it (1.7x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  A••••• R••••••••• to M••••• G•••• I••••••••• A•••••••• L••; J••••• C•• to P•••••••• W••••• P•••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
9 move with them
Contact
Firm level
firm contact form or inbox
Before a call: practice size.
R••• F••••• F•••• A•••••• S••••••••• L••, S•• L••••• M•
platform or SMA manager
- 2 people who moved firms with this advisor before left the current firm in the last 180 days
  2026-07-27 (2 months ago). At A••, 8.5% with this moved within a year against 4.9% without it (1.7x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  A••••• R••••••••• to M••••• G•••• I••••••••• A•••••••• L••; J••••• C•• to P•••••••• W••••• P•••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
9 move with them
Contact
Firm level
firm contact form or inbox
Before a call: practice size.
J••• C••••••• F•••• A•••••• S••••••••• L••, C••••••• M•
platform or SMA manager
- 2 people who moved firms with this advisor before left the current firm in the last 180 days
  2026-07-27 (2 months ago). At A••, 8.5% with this moved within a year against 4.9% without it (1.7x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  A••••• R••••••••• to M••••• G•••• I••••••••• A•••••••• L••; J••••• C•• to P•••••••• W••••• P•••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
9 move with them
Contact
Firm level
firm contact form or inbox
Before a call: practice size.
D••••• R••• F•••• A•••••• S••••••••• L••, C••••••• M•
platform or SMA manager
- 2 people who moved firms with this advisor before left the current firm in the last 180 days
  2026-07-27 (2 months ago). At A••, 8.5% with this moved within a year against 4.9% without it (1.7x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  A••••• R••••••••• to M••••• G•••• I••••••••• A•••••••• L••; J••••• C•• to P•••••••• W••••• P•••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
9 move with them
Contact
Firm level
firm contact form or inbox
Before a call: practice size.
A••••• F••••• F•••• A•••••• S••••••••• L••, C••••••• M•
platform or SMA manager
- 2 people who moved firms with this advisor before left the current firm in the last 180 days
  2026-07-27 (2 months ago). At A••, 8.5% with this moved within a year against 4.9% without it (1.7x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  A••••• R••••••••• to M••••• G•••• I••••••••• A•••••••• L••; J••••• C•• to P•••••••• W••••• P•••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
9 move with them
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: practice size.
M••• P•••••• F•••• A•••••• S••••••••• L••, C••••••• M•
platform or SMA manager
- 2 people who moved firms with this advisor before left the current firm in the last 180 days
  2026-07-27 (2 months ago). At A••, 8.5% with this moved within a year against 4.9% without it (1.7x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  A••••• R••••••••• to M••••• G•••• I••••••••• A•••••••• L••; J••••• C•• to P•••••••• W••••• P•••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
9 move with them
Contact
Firm level
firm contact form or inbox
Before a call: practice size.
J•••••• W•••••••• S•••••• P••••••• I••••••••• A•••••••• L••, C••••••••• V•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-04-16 (5 months ago). At B•••••••••, 9.9% with this moved within a year against 5.3% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  V••••••• K••••• to W•••• F•••• A•••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
9 move with them
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).
Before a call: practice size.
M••••••• W•••• S•••••• P••••••• I••••••••• A•••••••• L••, S•••••••• C•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-04-16 (5 months ago). At B•••••••••, 9.9% with this moved within a year against 5.3% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  V••••••• K••••• to W•••• F•••• A•••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
9 move with them
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).
Before a call: practice size.
D••• T••••••••• S•••••• P••••••• I••••••••• A•••••••• L••, C••••••••• V•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-04-16 (5 months ago). At B•••••••••, 9.9% with this moved within a year against 5.3% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  V••••••• K••••• to W•••• F•••• A•••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
9 move with them
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).
Before a call: practice size.
J••••• D••••• S•••••• P••••••• I••••••••• A•••••••• L••, S•••••••• C•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-04-16 (5 months ago). At B•••••••••, 9.9% with this moved within a year against 5.3% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  V••••••• K••••• to W•••• F•••• A•••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
9 move with them
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).
Before a call: practice size.
S••• M•••• S•••••• P••••••• I••••••••• A•••••••• L••, C••••••••• V•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-04-16 (5 months ago). At B•••••••••, 9.9% with this moved within a year against 5.3% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  V••••••• K••••• to W•••• F•••• A•••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
9 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 3 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•••••• P•••••••• S•••••• P••••••• I••••••••• A•••••••• L••, F•••••••• V•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-04-16 (5 months ago). At B•••••••••, 9.9% with this moved within a year against 5.3% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  V••••••• K••••• to W•••• F•••• A•••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
9 move with them
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).
Before a call: practice size.
J••• F•••••• J••• M••••• S••••••••• L••, D•• M••• C•
wirehouse
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-06-02 (4 months ago). At J•••••••, 9.3% with this moved within a year against 5.5% without it (1.7x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  C•••• G•••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
8 move with them
Contact
Firm level
ESTIMATED email an address at jpmorgan.com (style first.last@jpmorgan.com reproduced 20 of 20 confident provider/published addresses at this firm (95% CI 84% to 100%); firm deliverability sample: UNVERIFIABLE (accept-all domain: the server accepts every address))
Who else to call: 4 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.
S•••• S••••• G•••••••• F•••••••• A•••••••• L••, H••••••• T•
institutional manager
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-09-11 (15 days ago). At A••, 8.5% with this moved within a year against 4.9% without it (1.7x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  S•••• S•••• to O•••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 7 related advisors, 7 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
R•••••• K••••• G•••••••• F•••••••• A•••••••• L••, H••••••• T•
institutional manager
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-09-11 (15 days ago). At A••, 8.5% with this moved within a year against 4.9% without it (1.7x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  S•••• S•••• to O•••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 7 related advisors, 7 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.

1 to 40 of 297Next

The advisor names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.