Advisors to call now

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

Hilgardt Lamprecht The Life Wealth Group, Winter Garden, Fl
Call-readyindependent RIA
- 25% of this office left for other firms in the last six months (latest 2026-07-12)
  2026-07-12 (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).
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-07-12. null went to LPL
  2026-07-12 (3 months ago). At independent RIAs, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  Alexander Triska to LPL
Timing
Strong timing
Value
Not estimable
Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
3-person high-confidence team
2 members left this year; after a first exit 11% of those left followed within a year
Contact
Professional
LinkedIn profile; catch-all email at lifewealthgroup.com, not verified
Who else to call: 10 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Hilton Lamprecht The Life Wealth Group, Winter Garden, Fl
Call-readyindependent RIA
- 25% of this office left for other firms in the last six months (latest 2026-07-12)
  2026-07-12 (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).
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-07-12. null went to LPL
  2026-07-12 (3 months ago). At independent RIAs, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  Alexander Triska to LPL
Timing
Strong timing
Value
Not estimable
Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
3-person high-confidence team
2 members left this year; after a first exit 11% of those left followed within a year
Contact
Professional
LinkedIn profile; catch-all email at lifewealthgroup.com, not verified
Who else to call: 11 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Adam Burton Merrill Lynch, Pierce, Fenner & Smith Incorporated, Dallas, Tx
wirehouse
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-08-20. null went to Advice And Planning Services
  2026-08-20 (37 days ago). At Merrill, 13.6% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  Estevan Escarsega to ADVICE AND PLANNING SERVICES
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
LinkedIn profile
Who else to call: 57 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; the current role.
Before a call: practice size.
K••• C•••• 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
Professional
L••••••• profile; provider email at fisherinvestments.com, not verified
Before a call: practice size.
J••••• P••• S••••••••• W•••••, L•••• C•••••• O•
mixed wealth
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-11. null went to B••••••••• C•••••• M••••••••• L••
  2026-05-11 (5 months ago). At A••, 11.3% with this moved within a year against 4.9% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  C••• B••• to B••••••••• C•••••• M••••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
L••••••• profile; professional profile page
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.
E•••• S••• A••••••• A••••••• • S••••••••• L••, W••••••• V••••••• C•
independent RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-04-24. null went to A••• A•••••••• L••
  2026-04-24 (5 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).
  N••• U•••• to A••• A•••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 16 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
S••••• D••••••• P•• A••••••• S•••••••• L••, A•••••• N•
independent RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-03-31. null went to L••
  2026-03-31 (6 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).
  J•••••• D•••• to L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
L••••••• profile; professional profile page
Before a call: practice size.
B••••••• D••••••• E•••••••• P•••• W••••• P•••••••• L••, D•••••• C•
Call-readyindependent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-29. null went to E•••••• A••••••• G••••• L••
  2026-05-29 (4 months ago). At I•••••••••, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  H••••• B••••••• to E•••••• A••••••• G••••• L••
Timing
Timing
Value
$250M+
Book not estimable; portable $1.2B to $2.2B
Team
5 move with them
Contact
Professional
professional profile page
Who else to call: 9 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
S••••• P•••••• E•••••••• P•••• W••••• P•••••••• L••, D•••••• C•
Call-readyindependent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-29. null went to E•••••• A••••••• G••••• L••
  2026-05-29 (4 months ago). At I•••••••••, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  H••••• B••••••• to E•••••• A••••••• G••••• L••
Timing
Timing
Value
$250M+
Book not estimable; portable $1.2B to $2.2B
Team
5 move with them
Contact
Professional
professional profile page
Who else to call: 9 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: the current role; who works with them (team unresolved).
P•••••• R••• J•• W••••• M••••••••• L••, D•••••• C•
Call-readyindependent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-11. null went to G••••••• R•••• C•••••• L••
  2026-09-11 (15 days ago). At I•••••••••, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  L••• N••••• to G••••••• R•••• C•••••• L••
Timing
Timing
Value
$250M+
Team book $500M to $1B; portable $500M to $559M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
C•••• B•••• J••• M••••• S••••••••• L••, P••• B•••• G••••••• F•
Call-readywirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-14. null went to M••••• S••••••
  2026-04-14 (6 months ago). At J•••••••, 9.9% with this moved within a year against 5.5% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  M•••••• B•••••••• to M••••• S••••••
Timing
Timing
measured at this firm
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
4 move with them
Contact
Professional
L••••••• profile; catch-all email at jpmorgan.com, not verified
Missing: a usable practice size; who works with them (team unresolved).
A••••• B•••••• K•••••• F•••••••• A••••••• S•••••••, M••••••••• K•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-09-15. null went to I••••••••• W••••• C••••••• L••
  2026-09-15 (11 days ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  B••••• Z•••••••• to I••••••••• W••••• C••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Professional
professional profile page
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.
B••••• M•••••••• K•••••• F•••••••• A••••••• S•••••••, M••••••••• K•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-09-15. null went to I••••••••• W••••• C••••••• L••
  2026-09-15 (11 days ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  B••••• Z•••••••• to I••••••••• W••••• C••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Professional
professional profile page
Who else to call: 14 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••••••• J•••••• K•••••• F•••••••• A••••••• S•••••••, M••••••••• K•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-09-15. null went to I••••••••• W••••• C••••••• L••
  2026-09-15 (11 days ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  B••••• Z•••••••• to I••••••••• W••••• C••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 14 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••••••• F••• K•••••• F•••••••• A••••••• S•••••••, M••••••••• K•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-09-15. null went to I••••••••• W••••• C••••••• L••
  2026-09-15 (11 days ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  B••••• Z•••••••• to I••••••••• W••••• C••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 14 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
T•••••• W••••• K•••••• F•••••••• A••••••• S•••••••, M••••••••• K•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-09-15. null went to I••••••••• W••••• C••••••• L••
  2026-09-15 (11 days ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  L•••• W•••• to I••••••••• W••••• C••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 14 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
K••••• H••••• K•••••• F•••••••• A••••••• S•••••••, M••••••••• K•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-09-15. null went to I••••••••• W••••• C••••••• L••
  2026-09-15 (11 days ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  L•••• W•••• to I••••••••• W••••• C••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 14 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
B•••• L••••• K•••••• F•••••••• A••••••• S•••••••, M••••••••• K•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-09-15. null went to I••••••••• W••••• C••••••• L••
  2026-09-15 (11 days ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  L•••• W•••• to I••••••••• W••••• C••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Professional
professional profile page
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
G••••• R••• K•••••• F•••••••• A••••••• S•••••••, M••••••••• K•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-09-15. null went to I••••••••• W••••• C••••••• L••
  2026-09-15 (11 days ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  B••••• Z•••••••• to I••••••••• W••••• C••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Professional
professional profile page
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
C••••••••• K••• K•••••• F•••••••• A••••••• S•••••••, M••••••••• K•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-09-15. null went to I••••••••• W••••• C••••••• L••
  2026-09-15 (11 days ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  B••••• Z•••••••• to I••••••••• W••••• C••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 14 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
E•••• C••••••• K•••••• F•••••••• A••••••• S•••••••, M••••••••• K•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-09-15. null went to I••••••••• W••••• C••••••• L••
  2026-09-15 (11 days ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  B••••• Z•••••••• to I••••••••• W••••• C••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Professional
L••••••• profile
Who else to call: 14 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.
M••••• Z•••••• K•••••• F•••••••• A••••••• S•••••••, M••••••••• K•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-09-15. null went to I••••••••• W••••• C••••••• L••
  2026-09-15 (11 days ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  L•••• W•••• to I••••••••• W••••• C••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 14 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J•••• Y••••••••• C••• W••••• A•••••••, L••• B••••• C•
Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-06-15. null went to B•••••••• I••••••••• G••••
  2026-06-15 (3 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  C••••• A•••••••• to B•••••••• I••••••••• G••••
Timing
Timing
Value
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
8 move with them
Contact
Professional
L••••••• profile; professional profile page
M• T••••• C••• W••••• A•••••••, L••• B••••• C•
Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-06-15. null went to B•••••••• I••••••••• G••••
  2026-06-15 (3 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  C••••• A•••••••• to B•••••••• I••••••••• G••••
Timing
Timing
Value
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
8 move with them
Contact
Professional
professional profile page
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
K•••••• N••••••• C••• W••••• A•••••••, S•••••••• R••••• C•
Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-06-15. null went to B•••••••• I••••••••• G••••
  2026-06-15 (3 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  C••••• A•••••••• to B•••••••• I••••••••• G••••
Timing
Timing
Value
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
8 move with them
Contact
Professional
professional profile page
M••• R••••••• S•••••••• W••••• M•••••••••, S•••••• F•
Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-09-03. null went to S•••••••• E••••• P•••••••• L••
  2026-09-03 (23 days ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  D•••• K••••• to S•••••••• E••••• P•••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
5 move with them
Contact
Professional
professional profile page
Who else to call: 3 related advisors, 1 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).
S••••• A•••• S•••••••• W••••• M•••••••••, T••••••• C•••• M•
Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-09-03. null went to S•••••••• E••••• P•••••••• L••
  2026-09-03 (23 days ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  D•••• K••••• to S•••••••• E••••• P•••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
5 move with them
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 7 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
L•••• M•••• E•••••••• P•••• W••••• P•••••••• L••, D•••••• C•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-29. null went to E•••••• A••••••• G••••• L••
  2026-05-29 (4 months ago). At I•••••••••, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  H••••• B••••••• to E•••••• A••••••• G••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Professional
professional profile page
Who else to call: 9 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••••• B•••• E•••••••• P•••• W••••• P•••••••• L••, D•••••• C•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-29. null went to E•••••• A••••••• G••••• L••
  2026-05-29 (4 months ago). At I•••••••••, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  H••••• B••••••• to E•••••• A••••••• G••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Professional
professional profile page
Who else to call: 9 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
M•••••• B••• E•••••••• P•••• W••••• P•••••••• L••, D•••••• C•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-29. null went to E•••••• A••••••• G••••• L••
  2026-05-29 (4 months ago). At I•••••••••, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  H••••• B••••••• to E•••••• A••••••• G••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Professional
professional profile page
Who else to call: 9 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
R••••• B•••• A•••• W••••• A•••••••• L••, W••••••••• G•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-14. null went to D••• D••••••• • C••
  2026-04-14 (6 months ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  C•••••••• B•••• to D••• D••••••• • C••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Professional
professional profile page
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size.
M•••••• C••••• A•••• W••••• A•••••••• L••, K••••••••• T•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-14. null went to D••• D••••••• • C••
  2026-04-14 (6 months ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  C•••••••• B•••• to D••• D••••••• • C••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Professional
professional profile page
Who else to call: 22 related advisors, 16 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
C•••••• N••••• A•••• W••••• A•••••••• L••, K••••••••• T•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-14. null went to D••• D••••••• • C••
  2026-04-14 (6 months ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  C•••••••• B•••• to D••• D••••••• • C••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Professional
professional profile page
Who else to call: 16 related advisors, 14 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; the current role; who works with them (team unresolved).
Before a call: practice size.
D•••• R•••••• A•••• W••••• A•••••••• L••, C••••••• I•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-14. null went to D••• D••••••• • C••
  2026-04-14 (6 months ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  C•••••••• B•••• to D••• D••••••• • C••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 5 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; the full regulatory record; who works with them (team unresolved).
Before a call: practice size.
W•••••• S••••••• R•••••••• A•••••••• L••, E••••••••• C•
Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-13. null went to C••••••• W••••• A••••••• L••
  2026-04-13 (6 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  R••• C••••• to C••••••• W••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
5 move with them
Contact
Professional
professional profile page
Who else to call: 7 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
A•••••••• S••••••••• R•••••••• A•••••••• L••, E••••••••• C•
Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-13. null went to C••••••• W••••• A••••••• L••
  2026-04-13 (6 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  R••• C••••• to C••••••• W••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
5 move with them
Contact
Professional
professional profile page
Who else to call: 7 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
D•••• S•••••• R•••••••• A•••••••• L••, E••••••••• C•
Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-13. null went to C••••••• W••••• A••••••• L••
  2026-04-13 (6 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  R••• C••••• to C••••••• W••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
5 move with them
Contact
Professional
professional profile page
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
I••• K•••• J••• M••••• S••••••••• L••, B••••••••• C•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-12. null went to R•• S••••••••• I•••
  2026-08-12 (45 days ago). At J•••••••, 9.9% with this moved within a year against 5.5% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  J•••• M•••••• to R•• S••••••••• I•••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Professional
L••••••• profile; catch-all email at jpmorgan.com, not verified
Before a call: practice size.
C••••• L•••••• M••••••••• A•••••••• L••, N•• Y•••• N•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-29. null went to R•••••• J••••
  2026-06-29 (3 months ago). At I•••••••••, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  E••• M••••• to R•••••• J••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Professional
L••••••• profile
Who else to call: 17 related advisors, 6 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.
C•••••• G••••••• M••••• A•••••••• L••, S••••••••• A•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-09. null went to S•••••• W••••• P•••••••• L••
  2026-06-09 (4 months ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  C••• T•••••• to S•••••• W••••• P•••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 3 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.

1 to 40 of 93Next

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.