Advisors to call now

Anything dated in the last 90 days, measured or not.

Changes on what you follow · Describe your platform to see fit

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

Stuart Choy Farther, Hercules, Ca
independent RIA
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: joined the current firm 9 months ago; 4 prior firm moves.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Before a call: a dated reason to call now; practice size; joined the current firm under a year ago.
Hallie Marshall Spire Wealth Management, LLC, Mclean, Va
broker-dealer affiliated
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: 4 prior firm moves.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 6 related advisors, 5 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.
Jacqueline Gilbert Citizens Securities, Inc., Syracuse, Ny
bank affiliated
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Highly elevated band, mainly on conditions measured as going with moving: joined the current firm 5 months ago; 4 prior firm moves.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
LinkedIn profile; catch-all email at citizensbank.com, not verified
Who else to call: 43 related advisors, 43 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); a dated reason to call now.
Before a call: a dated reason to call now; practice size; joined the current firm under a year ago.
J•••• Z••••• D••••••, P••••••• A•
independent RIA
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: 7 prior firm moves; 1 earlier move from an incumbent firm to an independent or newly formed one.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
L••••••• profile; catch-all email at palmcm.com, not verified
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
L••••• L•••• B••••••• R••••••••• A•••••••• L••, L•••• U•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 32 related advisors, 9 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.
K••• S•••••• C••• L••, O••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Highly elevated band, mainly on conditions measured as going with moving: 8 prior firm moves; joined the current firm 7 months ago; 1 earlier move from an incumbent firm to an independent or newly formed one.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 17 related advisors, 17 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); a dated reason to call now.
Before a call: a dated reason to call now; practice size; joined the current firm under a year ago.
C•••••• D••• N••••• C•••••• M•••••••••, C••••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band on many small effects, none decisive.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 18 related advisors, 2 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.
A••••• V•••••• B••••••••• W••••• A•••••••• L••, W••••••• I•
no RAUM reported
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
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.
Z•••••• R•••• A••••• F•••••••• G••••, S••• L••• C•••• U•
independent RIA
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: 1.0 years at the current firm.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 19 related advisors, 1 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••• E•••••••• R••••••••• A•••••••, W••••••••• D•
independent RIA
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: 1.4 years at the current firm.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 29 related advisors, 20 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.
L••••• C••••• B••••• T••••, M••••••••• N•
bank affiliated
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: 1.1 years at the current firm.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 31 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.
S••••••• B•••• B••••• T••••, M••••••••• N•
bank affiliated
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Highly elevated band, mainly on conditions measured as going with moving: joined the current firm 10 months ago.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page; catch-all email at beacontrust.com, not verified
Who else to call: 42 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; a dated reason to call now.
Before a call: a dated reason to call now; practice size; joined the current firm under a year ago.
T•••• S••• B••••••• R••••••••• A•••••••• L••, L•••• U•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Highly elevated band, mainly on conditions measured as going with moving: 1.2 years at the current firm.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 26 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a dated reason to call now.
Before a call: a dated reason to call now; practice size.
N••••••• L•••• N••••• C•••••• M•••••••••, C••••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band on many small effects, none decisive.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 18 related advisors, 2 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•••• L•••• F••••••••, A•••••• T•
independent RIA
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: 1.9 years at the current firm.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
L••••••• profile
Before a call: a dated reason to call now; practice size.
W••••• S•••••• H••••••••• C•••••• M•••••••••, N•••••• B••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band on many small effects, none decisive.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 15 related advisors, 1 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.
D••• M•••••• H•••••••• A•••••••• L••, L•• A••••••• C•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
A••••• P••••••• V•••• F•••••••• A•••••••• I•••, T••••• F•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Highly elevated band, mainly on conditions measured as going with moving: 2.0 years at the current firm.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
L••••••• profile; catch-all email at corebridgefinancial.com, not verified
Who else to call: 28 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a dated reason to call now.
Before a call: a dated reason to call now; practice size.
L••••• K••• A•••••• W••••• S••••••••, H••••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Highly elevated band, mainly on conditions measured as going with moving: joined the current firm 9 months ago.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
L••••••• profile; professional profile page; catch-all email at avidianwealth.com, 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: 30 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a dated reason to call now.
Before a call: a dated reason to call now; practice size; joined the current firm under a year ago.
A••••• O••• G•••••••• F•••••••• G••••• L••, O••••••• T••••••• I•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band on many small effects, none decisive.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 18 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.
T••••• T••••••• S•••••••• W••••• I••••••••• G••••• L••, L••••••••• K•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Highly elevated band on many small effects, none decisive.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 11 related advisors, 10 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); a dated reason to call now.
Before a call: a dated reason to call now; practice size.
T•••• O••• D•••••• A•••••••• G•••• • W•••••, D•••••• T•
other 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: joined the current firm 10 months ago.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
L••••••• profile; professional profile page
Before a call: a dated reason to call now; practice size; joined the current firm under a year ago.
D••••• A••••• G•• W••••• M•••••••••, F••••• M••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band on many small effects, none decisive.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 27 related advisors, 5 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••• A•••• D•••••• A•••••••• G•••• • W•••••, D•••••• T•
other 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: joined the current firm 9 months ago.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
L••••••• profile; professional profile page
Before a call: a dated reason to call now; practice size; joined the current firm under a year ago.
P••••••• S••••• T•••• B••• C•••••• L••, D•••••• T•
mixed wealth
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: joined the current firm 5 months ago.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
L••••••• profile; professional profile page
Before a call: a dated reason to call now; practice size; joined the current firm under a year ago.
N••••••• B•••••• D•••••• A•••••••• G•••• • W•••••, D•••••• T•
other 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: joined the current firm 10 months ago.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
L••••••• profile; professional profile page
Before a call: a dated reason to call now; practice size; joined the current firm under a year ago.
M••••••• P•••• D•••••••• A••••••• S•••••••• L••, S••• L••• C•••• U•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Before a call: a dated reason to call now; practice size.
T••••• M••• W••••• W••••• M••••••••• C••••••• A• L•••••• L•••••••• C••••••, T••••• F•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 20 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.
R••••• S••• C•••••• W••••• A•••••••, S•• D••••• C•
independent RIA
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
No team seen
Contact
Professional
L••••••• profile
Who else to call: 15 related advisors, 2 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.
B•••• R••••• N•••••• A•••••••, D•••••• T•
broker-dealer affiliated
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: joined the current firm 9 months ago.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size; joined the current firm under a year ago.
C••••• C•••••• B••••• W••••• C••••••••• I•••, R••••••• V•
independent RIA
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
No team seen
Contact
Professional
professional profile page
Who else to call: 5 related advisors, 1 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.
B•••• T••••••• C••••••• W••••• M••••••••• L••, H••••••• T•
independent RIA
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: joined the current firm 8 months ago.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 10 related advisors, 1 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; joined the current firm under a year ago.
R••• A•••••• D•••••• A•••••••• G•••• • W•••••, D•••••• T•
other 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: joined the current firm 10 months ago.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
L••••••• profile; professional profile page
Before a call: a dated reason to call now; practice size; joined the current firm under a year ago.
D•••••• P•••••• S•••••••• W••••• I••••••••• G••••• L••, L••••••••• K•
independent RIA
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: 1.6 years at the current firm.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 3 related advisors, 3 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.
K•••• R••• B••••• T••••, M••••••••• N•
bank affiliated
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: 1.1 years at the current firm.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 31 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.
P•••••• G••••••• V•••• F•••••••• A•••••••• I•••, T••••• F•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Highly elevated band, mainly on conditions measured as going with moving: 1.1 years at the current firm.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
L••••••• profile; catch-all email at corebridgefinancial.com, not verified
Business ties: No outside business, investment or board involvement on file; 1 community membership(s) without an officer or board role.
Who else to call: 28 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a dated reason to call now.
Before a call: a dated reason to call now; practice size.
J• S••• G•• W••••• M•••••••••, F••••• M••••• T•
independent RIA
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: 1.2 years at the current firm.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 25 related advisors, 3 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.
A•••• Y•••• O•• C•••••• M••••••••• L••, W••••••• V••••••• C•
independent RIA
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: 1.0 years at the current firm.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
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).
Before a call: a dated reason to call now; practice size.
B• W•••••••• A••••• F•••••••• G••••, S••• L••• C•••• U•
independent RIA
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: 1.0 years at the current firm.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 19 related advisors, 1 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••••• K••••• D••••••• A••••• C••••••• L••, R••••••••• S•
bank affiliated
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: joined the current firm 9 months ago.
Timing
Model band only
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
professional profile page; catch-all email at dacapitalsc.com, not verified
Who else to call: 7 related advisors, 1 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; joined the current firm under a year ago.

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