Advisors to call now

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

Jacob Ness Kreitler Financial LLC, New Haven, Ct
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-22)
  2026-06-22 (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).
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-22. null went to Commonwealth
  2026-06-22 (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).
  Beau Tillinghast to Commonwealth
Timing
Strong timing
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
verified business email at kreitlerfinancial.com (hunter); LinkedIn profile
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
Dwayne Tyril Kreitler Financial LLC, New Haven, Ct
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-22)
  2026-06-22 (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).
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-22. null went to Commonwealth
  2026-06-22 (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).
  Beau Tillinghast to Commonwealth
Timing
Strong timing
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
verified business email at kreitlerfinancial.com (hunter)
Business ties: Some: 1 operating or professional business on file. A measure of business ties, not of book size or clients.
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
Brian Franke Integrated Capital Management, Bloomfield Hills, Mi
Call-readyindependent RIA
- 40% of this office left for other firms in the last six months (latest 2026-06-22)
  2026-06-22 (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).
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-04. null went to Creative Financial Designs, Inc.
  2026-05-04 (5 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).
  Kenneth Coe to CREATIVE FINANCIAL DESIGNS, INC.
Timing
Strong timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at icapitalmgt.com (firm_website); LinkedIn profile
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
E••• S•••• I••••••••• C•••••• M•••••••••, B••••••••• H••••• M•
Call-readyindependent RIA
- 40% of this office left for other firms in the last six months (latest 2026-06-22)
  2026-06-22 (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).
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-04. null went to C••••••• F•••••••• D••••••• I•••
  2026-05-04 (5 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).
  K•••••• C•• to C••••••• F•••••••• D••••••• I•••
Timing
Strong timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at icapitalmgt.com (firm_website); LinkedIn profile
Missing: who works with them (team unresolved).
C•••••• K••••••• K••••••• F•••••••• L••, N•• H••••• C•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-22)
  2026-06-22 (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).
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-22. null went to C•••••••••
  2026-06-22 (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).
  B••• T••••••••• to C•••••••••
Timing
Strong timing
Value
$250M+
Team book $500M to $1B; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
verified business email at kreitlerfinancial.com (hunter); LinkedIn profile
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
C•••• N••••••••• I••••••••• C•••••• M•••••••••, B••••••••• H••••• M•
Call-readyindependent RIA
- 40% of this office left for other firms in the last six months (latest 2026-06-22)
  2026-06-22 (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).
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-04. null went to C••••••• F•••••••• D••••••• I•••
  2026-05-04 (5 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).
  K•••••• C•• to C••••••• F•••••••• D••••••• I•••
Timing
Strong timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
B•• L••••••• A•••• C•••• C•••••• L••, F••• C••••••• C•
Call-readyindependent RIA
- 20% 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).
- a prior co-move teammate left the firm for an independent RIA on 2026-05-11. null went to C•••••••••
  2026-05-11 (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).
  N••••••• H•••••••• to C•••••••••
Timing
Strong timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at acorncreekcapital.com (hunter)
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
M•••••• B•••••• R•• W••••• M••••••••• L••, N•••••• B••••• C•
Call-readyindependent RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-03-30. null went to A•••• O•• W••••• M••••••••• L••
  2026-03-30 (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).
  T••••• H•••••• to A•••• O•• W••••• M••••••••• L••
Timing
Strong timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at rba-wealth.com (hunter)
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
E••• F••••••• C•••••••• W••••• M•••••••••, I•••••• C•
Call-readyindependent RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-06-23. null went to F••••••
  2026-06-23 (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).
  M••• P••••••• to F••••••
Timing
Strong timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at clearviewfpg.com (hunter)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
N••••••• B••••••• C•••••••• W••••• M•••••••••, I•••••• C•
Call-readyindependent RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-06-23. null went to F••••••
  2026-06-23 (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).
  M••• P••••••• to F••••••
Timing
Strong timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at clearviewfpg.com (apollo); LinkedIn profile
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
H•••• H•••• I••• H••• A••••••• L••, G••••••••• S•
Call-readyindependent RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-09-08. null went to C••••••• A•••• M••••••••• L••
  2026-09-08 (18 days 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).
  C••••••••• W••••• to C••••••• A•••• M••••••••• L••
Timing
Strong timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
K••••••••• L•••• T••••• W••••• P••••••• L••, B••••••••• G•
independent RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-24. null went to T••••• C•••••• M••••••••• L••
  2026-08-24 (33 days 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).
  F•••••• N••••• to T••••• C•••••• M••••••••• L••
Timing
Strong timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: joined the current firm under a year ago.
J•••• C•••••• K•••••• L••, C••••••••• S•
mixed wealth
- the most senior member of this advisor's prior co-move team left the firm on 2026-06-01. null went to I••••••• C•••••• M••••••••• L••
  2026-06-01 (4 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).
  M•••••• R••• to I••••••• C•••••• M••••••••• L••
Timing
Strong timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Unresolved
no contact route found
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: a contact route.
M••••• R••••••• T•••••••• P•••••••• L••, E••••• M•
Call-readyindependent RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-08. null went to F•••••• D•• S••••••••• L••
  2026-05-08 (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).
  C••••••• R••••••• to F•••••• D•• S••••••••• L••
Timing
Strong timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Missing: a usable practice size; who works with them (team unresolved).
Z•••••• K••• C••••••••• F•••••••• N••••••, B••••••• N•
Call-readynational broker-dealer RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-13. null went to R•••••• J••••
  2026-08-13 (44 days 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).
  S•••• F••••• to R•••••• J••••
Timing
Strong timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
5 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at commonwealth.com
Who else to call: 4 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a meaningful reason; who works with them (team unresolved).
C••••• T•••• J••• M••••• S••••••••• L••, A••••••• C•
Call-readywirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-09-11. null went to C•••
  2026-09-11 (15 days ago). At W••••••••, 10.7% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  J••••• K•••••• to C•••
Timing
Strong timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Who else to call: 3 related advisors, 3 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).
N•••• L•••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, C••••••• N•
Call-readywirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-04. null went to M••••• S••••••
  2026-05-04 (5 months ago). At M••••••, 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).
  L•••• B•••• to M••••• S••••••
Timing
Strong timing
measured at this firm
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Direct
verified business email at ml.com (hunter)
Who else to call: 1 related advisor, 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).
G•••• S••••••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, C••••••• N•
Call-readywirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-04. null went to M••••• S••••••
  2026-05-04 (5 months ago). At M••••••, 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).
  L•••• B•••• to M••••• S••••••
Timing
Strong timing
measured at this firm
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Direct
verified business email at ml.com (hunter); LinkedIn profile
Who else to call: 1 related advisor, 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).
A••••••••• C••••• W•••• F•••• A•••••••, A••••••••• P•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-07-20. null went to J•••••
  2026-07-20 (2 months ago). At W••••••••, 10.7% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  K••• S••••••• to J•••••
Timing
Strong timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Missing: a usable practice size; a contact route; a meaningful reason; the full regulatory record; who works with them (team unresolved).
Before a call: a contact route.
L• N• X• R•• C•••••• M••••••• L••, S•• F••••••••• C•
national broker-dealer RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-06-12. null went to M••••• S••••••
  2026-06-12 (4 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).
  A••• H•••••• to M••••• S••••••
Timing
Strong timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a contact route; a meaningful reason; who works with them (team unresolved).
Before a call: a contact route.
B•••••• S•••••••• R•• C•••••• M••••••• L••, L••••••• N•
national broker-dealer RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-13. null went to P•••••• W••••• A•••••••• I•••
  2026-05-13 (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).
  T•••••• M••••• to P•••••• W••••• A•••••••• I•••
Timing
Strong timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: a contact route.
T••••• F••••• L•• F•••••••• L••, F••••••••• N•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-02. null went to A••• W•••••• L••
  2026-09-02 (24 days ago). At L••, 8.9% with this moved within a year against 4.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  C•••• P••• to A••• W•••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Unresolved
no contact route found
Who else to call: 7 related advisors, 7 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
V•••••• B••••••• L•• F•••••••• L••, F••••••••• N•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-02. null went to A••• W•••••• L••
  2026-09-02 (24 days ago). At L••, 8.9% with this moved within a year against 4.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  C•••• P••• to A••• W•••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Unresolved
no contact route found
Who else to call: 7 related advisors, 7 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
J•••• M••••• L•• F•••••••• L••, W•••••••• C•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-02. null went to A••• W•••••• L••
  2026-09-02 (24 days ago). At L••, 8.9% with this moved within a year against 4.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  C•••• P••• to A••• W•••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Unresolved
no contact route found
Business ties: Some: 1 investment vehicle on file. A measure of business ties, not of book size or clients.
Who else to call: 12 related advisors, 11 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
T••• W•••• S••••• F••••••••• L••, N•• Y•••• N•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-08. null went to M•••• F•••••••• A•••••••
  2026-05-08 (5 months ago). At B•••••••••, 11.0% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  D•••• T••••• to M•••• F•••••••• A•••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Direct
published business email at sfr1.com (firm_website); direct line printed for this person; LinkedIn profile
Who else to call: 5 related advisors, 4 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.
B•••• B••••••• S••••• F••••••••• L••, P••••••••• N•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-08. null went to M•••• F•••••••• A•••••••
  2026-05-08 (5 months ago). At B•••••••••, 11.0% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  D•••• T••••• to M•••• F•••••••• A•••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Direct
published business email at sfr1.com (firm_website); direct line printed for this person
Who else to call: 5 related advisors, 4 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.
G••••• R•••••• S••••• F••••••••• L••, W•••• P•••••• N•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-08. null went to M•••• F•••••••• A•••••••
  2026-05-08 (5 months ago). At B•••••••••, 11.0% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  D•••• T••••• to M•••• F•••••••• A•••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Direct
published business email at nwadvisorsinc.com (firm_website); direct line printed for this person; LinkedIn profile
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
B•••• N•••• S••••• F••••••••• L••, P••••••••• N•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-08. null went to M•••• F•••••••• A•••••••
  2026-05-08 (5 months ago). At B•••••••••, 11.0% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  D•••• T••••• to M•••• F•••••••• A•••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Direct
published business email at nolanwealth.com (firm_website); direct line printed for this person; LinkedIn profile
Who else to call: 12 related advisors, 12 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.
S•••••• G••••• S••••• F••••••••• L••, P••••••••• N•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-08. null went to M•••• F•••••••• A•••••••
  2026-05-08 (5 months ago). At B•••••••••, 11.0% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  D•••• T••••• to M•••• F•••••••• A•••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Direct
published business email at sfh11.com (firm_website); direct line printed for this person; LinkedIn profile
Before a call: practice size; joined the current firm under a year ago.
B•••• S•••••• S••••• F••••••••• L••, D••••• B••••• F•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-08. null went to M•••• F•••••••• A•••••••
  2026-05-08 (5 months ago). At B•••••••••, 11.0% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  D•••• T••••• to M•••• F•••••••• A•••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Direct
published business email at essexwmg.com (firm_website); direct line printed for this person
Who else to call: 5 related advisors, 4 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.
K•••• K•••••• S••••• F••••••••• L••, P••••••••• N•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-08. null went to M•••• F•••••••• A•••••••
  2026-05-08 (5 months ago). At B•••••••••, 11.0% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  D•••• T••••• to M•••• F•••••••• A•••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 5 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
J••• D•••• S••••• F••••••••• L••, P••••••••• N•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-08. null went to M•••• F•••••••• A•••••••
  2026-05-08 (5 months ago). At B•••••••••, 11.0% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  D•••• T••••• to M•••• F•••••••• A•••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 5 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
R••• H•••••• S••••• F••••••••• L••, P••••••••• N•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-08. null went to M•••• F•••••••• A•••••••
  2026-05-08 (5 months ago). At B•••••••••, 11.0% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  D•••• T••••• to M•••• F•••••••• A•••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 5 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
D•••• P•••• S••••• F••••••••• L••, P••••••••• N•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-08. null went to M•••• F•••••••• A•••••••
  2026-05-08 (5 months ago). At B•••••••••, 11.0% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  D•••• T••••• to M•••• F•••••••• A•••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
9 move with them
Contact
Direct
published business email at sfr1.com (firm_website)
Who else to call: 5 related advisors, 4 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.
S••••• R••• M••••• S••••••, E• S••••••• C•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-29. null went to W•••• F••••
  2026-05-29 (4 months ago). At W••••••••, 10.7% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  C••••• T••••• to W•••• F••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
8 move with them
Contact
Firm level
inferred email (firm style, deliverability sampled) at morganstanley.com
Who else to call: 12 related advisors, 12 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a meaningful reason; who works with them (team unresolved).
Before a call: practice size.
S•••• D••••• M••••• S••••••, W••••••• H••••• C•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-29. null went to W•••• F••••
  2026-05-29 (4 months ago). At W••••••••, 10.7% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  C••••• T••••• to W•••• F••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
8 move with them
Contact
Unresolved
no contact route found
Who else to call: 2 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 contact route; a meaningful reason; who works with them (team unresolved).
Before a call: practice size; a contact route.
T•••••• N••••• J••• M••••• S••••••••• L••, H••••• O•••• T•
wirehouse
- a prior co-move teammate left the firm for an independent RIA on 2026-04-10. null went to F••••• I•••••••••
  2026-04-10 (6 months ago). At W••••••••, 10.7% with this moved within a year against 5.2% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  R••• V•• to F••••• I•••••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
7 move with them
Contact
Unresolved
no contact route found
Who else to call: 6 related advisors, 6 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route; joined the current firm under a year ago.
A••••• Y•••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, O••••••• F•
wirehouse
- a prior co-move teammate left the firm for an independent RIA on 2026-04-02. null went to O•• C•••••• M••••••••• L••
  2026-04-02 (6 months ago). At W••••••••, 10.7% with this moved within a year against 5.2% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  S••• H••••• to O•• C•••••• M••••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
7 move with them
Contact
Direct
verified business email at ml.com (hunter); LinkedIn profile
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
K•••••• D• B•••••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, G••• B•••••• F•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-15. null went to H••• S••••••••• •••• I•••
  2026-04-15 (5 months ago). At M••••••, 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).
  G•••••• P••••• to H••• S••••••••• •••• I•••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Direct
verified business email at ml.com (hunter)
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
C•••••• S•••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, P••••••••• F•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-15. null went to H••• S••••••••• •••• I•••
  2026-04-15 (5 months ago). At M••••••, 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).
  G•••••• P••••• to H••• S••••••••• •••• I•••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Direct
verified business email at ml.com (apollo); LinkedIn profile
Who else to call: 4 related advisors, 3 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.

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