Advisors to call nowHow this list is builtEvery reason is a filed fact with its date: an office that lost its people, someone who moved firms with this advisor before and has just left, a newly filed adviser they own, an exam just passed. Beside each is how often advisors with the same fact moved within a year, for their own firm where the history is large enough, otherwise their channel.Timing, practice size, team and contact are shown separately and never added up. The order is timing first, then size, then team, then how recent the fact is, then how reachable the advisor is. None of this is a statement that anyone plans to leave.
Anything dated in the last 90 days, measured or not.
Changes on what you follow · Describe your platform to see fit
- Esosa Idemudia Empower Advisory Group, LLC, Dallas, Txbrokerage advisory
- 33% of this office left for other firms in the last six months (latest 2026-07-06)2026-07-06 (3 months ago). At BROKERAGE_ADVISORY, 12.1% with this moved within a year against 4.5% without it (2.7x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Professional
- LinkedIn profile; provider email at kahilla.com, not verified
Before a call: practice size.
- Kory Close Fisher Investments, Plano, Txindependent RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-07-06. null went to Vanguard Advisers, Inc.2026-07-06 (3 months ago). At independent RIAs, 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).Dylan Delacruz to VANGUARD ADVISERS, INC.
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Professional
- LinkedIn profile; provider email at fisherinvestments.com, not verified
Before a call: practice size.
- Carole Rainey Osaic Wealth, Inc., St. Petersburg, Flbroker-dealer affiliated
- this office went from 10 to 7 registered advisors over the last year, with 4 leaving for other firms (latest 2026-07-06)2026-07-06 (3 months ago). At broker-dealer affiliated firms, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Professional
- professional profile page
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- Q•••••• S••••• G•••••••• C•••••• M••••••••• L••, L••• T•••• C•Call-readyindependent RIA
- this office went from 8 to 5 registered advisors over the last year, with 3 leaving for other firms (latest 2026-07-02)2026-07-02 (3 months ago). At I•••••••••, 22.2% with this moved within a year against 5.4% without it (4.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; professional profile page
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, 6 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).
- J•••• H•••• F••••••• A•••• M••••••••• I•••, B•••••••• S•mixed wealth
- passed the Series 63 on 2026-07-02 after 29 years in the industry, not as part of a firm licensing class2026-07-02 (3 months ago). At A••, 11.8% with this moved within a year against 4.9% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; professional profile page
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
- W•••••• S•••••• F•••••• F•••••••• A•••••••• L••, M••••• F•independent RIA
- 40% of this office left for other firms in the last six months (latest 2026-06-30)2026-06-30 (3 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; catch-all email at floridafa.com, not verified
Who else to call: 50 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
- M•••••• G••••• R•• A•••••••• L••, P••••••••• N•independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-30)2026-06-30 (3 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Professional
- L••••••• profile
Who else to call: 26 related advisors, 22 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.
- N••••••• S•••• R•• A•••••••• L••, P••••••••• N•independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-30)2026-06-30 (3 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Professional
- professional profile page
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- R••••• F••••••• S•••• S••••••• W•••••, R••••••••• M•other adviser
- passed the Series 63 on 2026-06-29 after 8 years in the industry, not as part of a firm licensing class2026-06-29 (3 months ago). At A••, 11.8% with this moved within a year against 4.9% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Professional
- professional profile page
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- J••••• M••••• R•••••• C•••••• M••••••••• I•••, C•••• N•independent RIA
- passed the Series 63 on 2026-06-26 after 9 years in the industry, not as part of a firm licensing class2026-06-26 (3 months ago). At I•••••••••, 12.4% with this moved within a year against 5.4% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Professional
- professional profile page
Who else to call: 13 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- R••••• G•••••• S••• W••••• L••, S•• F••••••••• C•brokerage advisory
- this office went from 14 to 9 registered advisors over the last year, with 6 leaving for other firms (latest 2026-06-23)2026-06-23 (3 months ago). At B•••••••••, 23.0% with this moved within a year against 4.5% without it (5.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; catch-all email at sofi.com, not verified
Who else to call: 4 related advisors (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.
- S•••• T•••• U•• F•••••••• S•••••••• I•••, K••••• C•••• M•bank affiliated
- this office went from 18 to 12 registered advisors over the last year, with 2 leaving for other firms (latest 2026-05-12)2026-05-12 (5 months ago). At B•••••••••, 15.9% with this moved within a year against 7.5% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Professional
- L••••••• profile
Who else to call: 15 related advisors, 15 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.
- E••• G•••••• S••••• W••••• L••, B••••••••• M•independent RIA
- 33% of this office left for other firms in the last six months (latest 2026-05-11)2026-05-11 (5 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable; portable at most $250M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- L••••••• profile
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: joined the current firm under a year ago.
- K••••• M••• E•••• I••••• A•••••••• I•••, E••••••• C•••• M•independent RIA
- this office went from 8 to 6 registered advisors over the last year, with 3 leaving for other firms (latest 2025-12-23)2025-12-23 (9 months ago). At I•••••••••, 22.2% with this moved within a year against 5.4% without it (4.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable; portable at most $250M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- L••••••• profile
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: joined the current firm under a year ago.
- F•••••• F••• C•••••••, A••••••••• V•institutional manager
- passed the Series 63 on 2025-09-29 after 13 years in the industry, not as part of a firm licensing class2025-09-29 (12 months ago). At A••, 11.8% with this moved within a year against 4.9% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; professional profile page
Who else to call: 17 related advisors, 11 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
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).
- R••••• M•••••••• C•••••• W••••• M•••••••••, C••••••• N•independent RIA
- passed an adviser exam (S65) on 2026-07-14 after 5 years in the industry, not as part of a same-week firm licensing class2026-07-14 (2 months ago). At I•••••••••, 8.8% with this moved within a year against 5.4% without it (1.6x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- Timing
- Timing
- Value
- $250M+
- Team book $500M to $1B; portable $321M to $572M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- professional profile page
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: joined the current firm under a year ago.
- J••••••• W•••••• E•• A•••••••• L••, R••••••• N•independent RIA
- passed an adviser exam (S65) on 2026-07-28 after 2 years in the industry, not as part of a same-week firm licensing class2026-07-28 (2 months ago). At I•••••••••, 9.4% with this moved within a year against 5.4% without it (1.7x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- Timing
- Timing
- Value
- $100M+
- Team book $100M to $250M; portable $53M to $95M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- professional profile page
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: joined the current firm under a year ago.
- M••• B•••• B•••• F•••••••• S•••••••• I•••, N•••••• B••••• C•Call-readyindependent RIA
- passed an adviser exam (S65) on 2026-07-24 after 32 years in the industry, not as part of a same-week firm licensing class2026-07-24 (2 months ago). At I•••••••••, 8.8% with this moved within a year against 5.4% without it (1.6x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- Timing
- Timing
- Value
- $100M+
- Team book $100M to $250M; portable $142M to $159M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; catch-all email at boyerfs.com, not verified
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
- A••••• S•••••••• C••••••• W••••• L••, G••••••••• N•independent RIA
- passed an adviser exam (S66) on 2026-07-17 after 5 years in the industry, not as part of a same-week firm licensing class2026-07-17 (2 months ago). At I•••••••••, 8.8% with this moved within a year against 5.4% without it (1.6x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- Timing
- Timing
- Value
- $100M+
- Team book $100M to $250M; portable $111M to $198M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- professional profile page
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: joined the current firm under a year ago.
- J•••• P••••••• L••••••••, M••••••• N•independent RIA
- passed an adviser exam (S65) on 2026-07-27 after 32 years in the industry, not as part of a same-week firm licensing class2026-07-27 (2 months ago). At I•••••••••, 8.8% with this moved within a year against 5.4% without it (1.6x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- Timing
- Timing
- Value
- Under $25M
- Team book under $25M; portable $7M to $8M, revenue at most $250K (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- L••••••• profile
Before a call: joined the current firm under a year ago.
- 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.
- 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.
- 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.
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.