Advisors to call now

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

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

Alexander Koury Mutual Advisors, LLC, Scottsdale, Az
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-09. null went to Stratos Wealth Partners, Ltd
  2026-06-09 (4 months ago). At broker-dealer affiliated firms, 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).
  Cody Teeples to STRATOS WEALTH PARTNERS, LTD
Timing
Timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Professional
LinkedIn profile; professional profile page
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size.
Jason Hosler Mutual Advisors, LLC, Prescott, Az
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-09. null went to Stratos Wealth Partners, Ltd
  2026-06-09 (4 months ago). At broker-dealer affiliated firms, 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).
  Cody Teeples to STRATOS WEALTH PARTNERS, LTD
Timing
Timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Professional
LinkedIn profile; professional profile page
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size.
Bruce Hosler Mutual Advisors, LLC, Omaha, Ne
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-09. null went to Stratos Wealth Partners, Ltd
  2026-06-09 (4 months ago). At broker-dealer affiliated firms, 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).
  Cody Teeples to STRATOS WEALTH PARTNERS, LTD
Timing
Timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Professional
LinkedIn profile; professional profile page
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size.
P••••••• S•••• J•••••• B••••, V••••••••• W•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-26. null went to A••••• A•• P••••••• S•••••••
  2026-05-26 (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).
  L••• S••••• to A••••• A•• P••••••• S•••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Professional
L••••••• profile
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size.
A••••• R••••••• J•••••• B••••, V••••••••• W•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-26. null went to A••••• A•• P••••••• S•••••••
  2026-05-26 (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).
  L••• S••••• to A••••• A•• P••••••• S•••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Professional
L••••••• profile
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size.
C•••••• W••• K••••• W•••••• L••, G••••••••• R•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-07-07. null went to A•• W••••• M••••••••• L••
  2026-07-07 (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).
  J•••• D••••••••• to A•• W••••• M••••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Professional
professional profile page
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; joined the current firm under a year ago.
M•••••• P••••••• K••••• W•••••• L••, G••••••••• R•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-07-07. null went to A•• W••••• M••••••••• L••
  2026-07-07 (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).
  J•••• D••••••••• to A•• W••••• M••••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Professional
professional profile page
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; joined the current firm under a year ago.
C•••••• B••••• 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
2-person high-confidence team
1 member left this year, including the most senior; after a first exit 11% of those left followed within a year
Contact
Professional
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).
C••••••••• R••••• 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
2-person high-confidence team
1 member left this year, including the most senior; after a first exit 11% of those left followed within a year
Contact
Professional
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).
E••• N••••• F••••••••, A•••••• T•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-08-10. null went to L••••• W••••• M••••••••• L••
  2026-08-10 (47 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).
  A•• C••••• to L••••• W••••• M••••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
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••••• H•••••••• A•••••••• L••, B••••••••• M•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-14. null went to S•• C•••••• M••••••••• L••
  2026-07-14 (2 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).
  K•••••• C•••••• to S•• C•••••• M••••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
L••••••• profile
Before a call: practice size.
R••• P•••••••• I•• C••••••• L••, F••••• C•••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-08. null went to C••••••• P•••••••• A••••••• L••
  2026-05-08 (5 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).
  B•••••• K••••• to C••••••• P•••••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Before a call: practice size.
S•••••• H••• I•• C••••••• L••, F••••• C•••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-08. null went to C••••••• P•••••••• A••••••• L••
  2026-05-08 (5 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).
  B•••••• K••••• to C••••••• P•••••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Before a call: practice size.
A•••••••• J••• I•• C••••••• L••, F••••• C•••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-08. null went to C••••••• P•••••••• A••••••• L••
  2026-05-08 (5 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).
  B•••••• K••••• to C••••••• P•••••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Before a call: practice size.
E••• H••••••• I•• C••••••• L••, F••••• C•••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-08. null went to C••••••• P•••••••• A••••••• L••
  2026-05-08 (5 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).
  B•••••• K••••• to C••••••• P•••••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Before a call: practice size.
D••• H•••••• I•• C••••••• L••, F••••• C•••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-08. null went to C••••••• P•••••••• A••••••• L••
  2026-05-08 (5 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).
  B•••••• K••••• to C••••••• P•••••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Before a call: practice size.
A•••••••• B•••••• I•• C••••••• L••, F••••• C•••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-08. null went to C••••••• P•••••••• A••••••• L••
  2026-05-08 (5 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).
  B•••••• K••••• to C••••••• P•••••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Before a call: practice size.
K•••• B••• I•• C••••••• L••, F••••• C•••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-08. null went to C••••••• P•••••••• A••••••• L••
  2026-05-08 (5 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).
  B•••••• K••••• to C••••••• P•••••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
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.
A••• Z••••• I•• C••••••• L••, F••••• C•••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-08. null went to C••••••• P•••••••• A••••••• L••
  2026-05-08 (5 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).
  B•••••• K••••• to C••••••• P•••••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Before a call: practice size.
I•• L•••••• I•• C••••••• L••, F••••• C•••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-08. null went to C••••••• P•••••••• A••••••• L••
  2026-05-08 (5 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).
  B•••••• K••••• to C••••••• P•••••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Before a call: practice size.
S••••• S••••••• I•• C••••••• L••, F••••• C•••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-08. null went to C••••••• P•••••••• A••••••• L••
  2026-05-08 (5 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).
  B•••••• K••••• to C••••••• P•••••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Before a call: practice size.
S••••• B•••••••• I•• C••••••• L••, F••••• C•••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-08. null went to C••••••• P•••••••• A••••••• L••
  2026-05-08 (5 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).
  B•••••• K••••• to C••••••• P•••••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Before a call: practice size.
G••••• G••••• I•• C••••••• L••, F••••• C•••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-08. null went to C••••••• P•••••••• A••••••• L••
  2026-05-08 (5 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).
  B•••••• K••••• to C••••••• P•••••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Before a call: practice size.
H•••• G•••••••• I•• C••••••• L••, F••••• C•••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-08. null went to C••••••• P•••••••• A••••••• L••
  2026-05-08 (5 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).
  B•••••• K••••• to C••••••• P•••••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Before a call: practice size.
R••••• S•••••• I•• C••••••• L••, F••••• C•••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-08. null went to C••••••• P•••••••• A••••••• L••
  2026-05-08 (5 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).
  B•••••• K••••• to C••••••• P•••••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 6 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
F•••• M•••••••• I•• C••••••• L••, F••••• C•••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-08. null went to C••••••• P•••••••• A••••••• L••
  2026-05-08 (5 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).
  B•••••• K••••• to C••••••• P•••••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Before a call: practice size.
C•••••••• N••••• I•• C••••••• L••, F••••• C•••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-08. null went to C••••••• P•••••••• A••••••• L••
  2026-05-08 (5 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).
  B•••••• K••••• to C••••••• P•••••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Before a call: practice size.
J••••••• Y•••• I•• C••••••• L••, F••••• C•••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-08. null went to C••••••• P•••••••• A••••••• L••
  2026-05-08 (5 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).
  B•••••• K••••• to C••••••• P•••••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Before a call: practice size; joined the current firm under a year ago.
A•••• P•••• I•• C••••••• L••, F••••• C•••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-08. null went to C••••••• P•••••••• A••••••• L••
  2026-05-08 (5 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).
  B•••••• K••••• to C••••••• P•••••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Before a call: practice size.
J•••••• W•••••••• I•• C••••••• L••, F••••• C•••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-08. null went to C••••••• P•••••••• A••••••• L••
  2026-05-08 (5 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).
  B•••••• K••••• to C••••••• P•••••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Before a call: practice size.
S•••••• G••••• I•• C••••••• L••, F••••• C•••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-08. null went to C••••••• P•••••••• A••••••• L••
  2026-05-08 (5 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).
  B•••••• K••••• to C••••••• P•••••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Before a call: practice size.
L••• B••• I•• C••••••• L••, F••••• C•••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-08. null went to C••••••• P•••••••• A••••••• L••
  2026-05-08 (5 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).
  B•••••• K••••• to C••••••• P•••••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Before a call: practice size.
D••••• N•••• I•• C••••••• L••, F••••• C•••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-08. null went to C••••••• P•••••••• A••••••• L••
  2026-05-08 (5 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).
  B•••••• K••••• to C••••••• P•••••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Before a call: practice size.
T••••• K•••• 1• F••••••••, L•••••• T•
FORMER_SEC_ADVISER
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.7 years at the current firm.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
1 member left this year; after a first exit 11% of those left followed within a year
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
C•••••• V••••••••• 1• F••••••••, L•••••• T•
FORMER_SEC_ADVISER
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.7 years at the current firm.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
1 member left this year; after a first exit 11% of those left followed within a year
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
J••••••• L•••• E••••• P•••••• W•••••• L••, L•• A••••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
5-person high-confidence team
1 member left this year; after a first exit 11% of those left followed within a year
Contact
Professional
professional profile page
Who else to call: 9 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
H••• K••••••• E••••• P•••••• W•••••• L••, L•• A••••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
5-person high-confidence team
1 member left this year; after a first exit 11% of those left followed within a year
Contact
Professional
professional profile page
Who else to call: 9 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
G••• S•••••• E••••• P•••••• W•••••• L••, L•• A••••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
5-person high-confidence team
1 member left this year; after a first exit 11% of those left followed within a year
Contact
Professional
professional profile page
Who else to call: 9 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
M•••••• P•••••• G•••• W••••• F••••••••, S••••••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
4-person high-confidence team
1 member left this year; after a first exit 11% of those left followed within a year
Contact
Professional
professional profile page
Who else to call: 12 related advisors, 7 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
J••••• H•••••••• G•••• W••••• F••••••••, S••••••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
4-person high-confidence team
1 member left this year; after a first exit 11% of those left followed within a year
Contact
Professional
professional profile page
Who else to call: 12 related advisors, 7 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.

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.