Advisors to call now

A dated fact that historically went with moving, on a practice worth the call.

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

Ryan Martin LPL Financial LLC, Newport Beach, Ca
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-03-27. null went to Advice And Planning Services
  2026-03-27 (6 months ago). At LPL, 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).
  Charles Guittari to ADVICE AND PLANNING SERVICES
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Unresolved
no contact route found
Who else to call: 13 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: practice size; a contact route.
Ruby Bohra LPL Financial LLC, Santa Ana, Ca
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-03-27. null went to Advice And Planning Services
  2026-03-27 (6 months ago). At LPL, 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).
  Charles Guittari to ADVICE AND PLANNING SERVICES
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Unresolved
no contact route found
Who else to call: 1 related advisor (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.
Carter Mallett Commonwealth Financial Network, West Des Moines, Ia
national broker-dealer RIA
- this office went from 13 to 7 registered advisors over the last year, with 6 leaving for other firms (latest 2026-01-12)
  2026-01-12 (9 months ago). At national broker-dealer RIAs, 8.2% with this moved within a year against 3.9% 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
3 move with them
Contact
Unresolved
no contact route found
Who else to call: 6 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: practice size; a contact route.
A•••• C•••• W••• M••••••• A•••••••, H••••••• M•
independent RIA
- is M••••••• M••••• of a newly filed adviser, first filed 2025-12-02, where they are not yet registered: T••••••• C•••••• M•••••••••
  2025-12-02 (10 months ago). At I•••••••••, 15.2% with this moved within a year against 5.4% without it (2.8x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Direct
published business email at westmichiganadvisors.com (firm_website)
Who else to call: 16 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
M•••••• P•••••••• L•• F•••••••• L••, C••••••• T•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-15. null went to R•• A•••••••• L••
  2026-09-15 (11 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).
  M•••••• J•••••• to R•• A•••••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Unresolved
no contact route found
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; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
R••••• M••••••• L•• F•••••••• L••, T•• W••••••••• T•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-15. null went to R•• A•••••••• L••
  2026-09-15 (11 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).
  M•••••• J•••••• to R•• A•••••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Unresolved
no contact route found
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; a contact route; the current role; who works with them (team unresolved).
Before a call: practice size; a contact route.
C••••••••• M••••• L•• F•••••••• L••, F••••••••• N•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-15. null went to R•• A•••••••• L••
  2026-09-15 (11 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).
  M•••••• J•••••• to R•• A•••••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Unresolved
no contact route found
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; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
M•••••• T••••• L•• F•••••••• L••, B•••••• R••••• N•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-10. null went to C•••
  2026-09-10 (16 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).
  K••••••• T•••••• to C•••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Unresolved
no contact route found
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
T•••••• M•• L•• F•••••••• L••, B•••••• R••••• N•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-10. null went to C•••
  2026-09-10 (16 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).
  K••••••• T•••••• to C•••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Unresolved
no contact route found
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
F••••••• T••••• U•• F•••••••• S••••••• I•••, W••• P••• B••••• F•
wirehouse
- this office went from 32 to 23 registered advisors over the last year, with 11 leaving for other firms (latest 2026-09-04)
  2026-09-04 (22 days ago). At U••, 13.4% with this moved within a year against 5.5% without it (2.5x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 13 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a contact route; the current role; who works with them (team unresolved).
Before a call: practice size; a contact route.
T••••• R•••••• P•• A•••••••, P••••••• A•
independent RIA
- this office went from 30 to 21 registered advisors over the last year, with 10 leaving for other firms (latest 2026-08-26)
  2026-08-26 (31 days 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
Team
2 move with them
Contact
Professional
professional profile page
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
I••••• M••••• R••••• W• B•••• • C•• I•••••••••, S••••••••• A•
mixed wealth
- 21% of this office left for other firms in the last six months (latest 2026-08-17)
  2026-08-17 (40 days ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Direct
verified business email at rwbaird.com (hunter)
Who else to call: 2 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.
W•••••• F•••• R••••• W• B•••• • C•• I•••••••••, S••••••••• A•
mixed wealth
- 21% of this office left for other firms in the last six months (latest 2026-08-17)
  2026-08-17 (40 days ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
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; the current role; who works with them (team unresolved).
Before a call: practice size; a contact route.
C•••••• M••••••• R••••• W• B•••• • C•• I•••••••••, S••••••••• A•
mixed wealth
- 21% of this office left for other firms in the last six months (latest 2026-08-17)
  2026-08-17 (40 days ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
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: practice size; a contact route.
S••••• L•••••••• A••••••• W••••• A•••••••, S••••••••• A•
independent RIA
- is O•••• of a newly filed adviser, first filed 2026-08-13, where they are not yet registered: R•• C•••••• L••
  2026-08-13 (44 days ago). At I•••••••••, 15.2% with this moved within a year against 5.4% without it (2.8x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 5 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.
M••• M••••••• A••••• A•• P••••••• S•••••••, D•••••• C•
broker-dealer affiliated
- this office went from 31 to 15 registered advisors over the last year, with 17 leaving for other firms (latest 2026-08-06)
  2026-08-06 (51 days ago). At B•••••••••, 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
2 move with them
Contact
Direct
verified business email at tiaa.org (hunter); LinkedIn profile
Missing: a usable practice size; the current role; who works with them (team unresolved).
Before a call: practice size.
P•••••• D••••••••• A••••• A•• P••••••• S•••••••, D•••••• C•
broker-dealer affiliated
- this office went from 31 to 15 registered advisors over the last year, with 17 leaving for other firms (latest 2026-08-06)
  2026-08-06 (51 days ago). At B•••••••••, 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
2 move with them
Contact
Direct
verified business email at tiaa.org (hunter)
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
M•••••• D•••• R•• C•••••• M••••••• L••, W•••••••• O•
national broker-dealer RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-06)
  2026-08-06 (51 days ago). At R••, 9.4% with this moved within a year against 3.7% without it (2.6x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 1 related advisor (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.
N••••••• A••••• E•• F•••••••• A•••••••, R•••••••• V•
broker-dealer affiliated
- 20% of this office left for other firms in the last six months (latest 2026-08-03)
  2026-08-03 (54 days ago). At B•••••••••, 11.2% with this moved within a year against 5.3% 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
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a contact route; the current role; who works with them (team unresolved).
Before a call: practice size; a contact route.
M•••••• P••••• M••••• S••••••, N•• A•••••• O•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-07-30. null went to N•• E••• W•••••
  2026-07-30 (58 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).
  L•••• W•••• to N•• E••• W•••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a contact route; the current role; who works with them (team unresolved).
Before a call: practice size; a contact route.
K•••• A•• M••••• S••••••, N•• A•••••• O•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-07-30. null went to N•• E••• W•••••
  2026-07-30 (58 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).
  L•••• W•••• to N•• E••• W•••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 5 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: practice size; a contact route.
J•••••• N•••• J••••• W•••• F•••• A•••••••, C••••••••• F•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-07-20. null went to T• P•••••• C••••• W••••• L••
  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).
  V••••••• V•••••••• to T• P•••••• C••••• W••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Unresolved
no contact route found
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
A••••••• S•••••• W•••• F•••• A•••••••, B•••••••• N•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-07-20. null went to T• P•••••• C••••• W••••• L••
  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).
  V••••••• V•••••••• to T• P•••••• C••••• W••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Unresolved
no contact route found
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
S•••• E•••••• S•••••• N••••••• • C••••••• I•••••••••, R••••••• C•
national broker-dealer RIA
- this office went from 11 to 8 registered advisors over the last year, with 4 leaving for other firms (latest 2026-07-15)
  2026-07-15 (2 months ago). At N•••••••••, 8.2% with this moved within a year against 3.9% 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
2 move with them
Contact
Firm level
firm main line
Who else to call: 18 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.
R••• D••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, C•••••• R••••• F•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-13. null went to E•••••• A••••••• G••••• L••
  2026-07-13 (3 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).
  B•••• M•••••• to E•••••• A••••••• G••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
2 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.
T•••••• P••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, C••••••••• F•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-13. null went to E•••••• A••••••• G••••• L••
  2026-07-13 (3 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).
  B•••• M•••••• to E•••••• A••••••• G••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Direct
verified business email at ml.com (hunter); LinkedIn profile
Missing: a usable practice size; the current role; who works with them (team unresolved).
Before a call: practice size.
H••••••• L•••••••• T•• L••• W••••• G••••, W••••• G•••••• F•
independent RIA
- 25% of this office left for other firms in the last six months (latest 2026-07-12)
  2026-07-12 (3 months ago). At 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).
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-07-12. null went to L••
  2026-07-12 (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).
  A•••••••• T••••• to L••
Timing
Strong timing
Value
Not estimable
Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
3-person high-confidence team
2 members left this year; after a first exit 11% of those left followed within a year
Contact
Professional
L••••••• profile; catch-all email at lifewealthgroup.com, not verified
Who else to call: 10 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; the current role.
H••••• L•••••••• T•• L••• W••••• G••••, W••••• G•••••• F•
independent RIA
- 25% of this office left for other firms in the last six months (latest 2026-07-12)
  2026-07-12 (3 months ago). At 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).
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-07-12. null went to L••
  2026-07-12 (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).
  A•••••••• T••••• to L••
Timing
Strong timing
Value
Not estimable
Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
3-person high-confidence team
2 members left this year; after a first exit 11% of those left followed within a year
Contact
Professional
L••••••• profile; catch-all email at lifewealthgroup.com, not verified
Who else to call: 11 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
B•••••• B••••• T•• L••• W••••• G••••, W••••• G•••••• F•
independent RIA
- 25% of this office left for other firms in the last six months (latest 2026-07-12)
  2026-07-12 (3 months ago). At 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).
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-07-12. null went to L••
  2026-07-12 (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).
  A•••••••• T••••• to L••
Timing
Strong timing
Value
Not estimable
Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
3-person high-confidence team
2 members left this year; after a first exit 11% of those left followed within a year
Contact
Unresolved
no contact route found (only unverified leads)
Who else to call: 10 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a contact route; the current role.
Before a call: a contact route.
T••••••• K•••• L•• F•••••••• L••, F••• C••••••• C•
broker-dealer affiliated
- this office went from 43 to 31 registered advisors over the last year, with 15 leaving for other firms (latest 2026-07-01)
  2026-07-01 (3 months ago). At B•••••••••, 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
3-person high-confidence team
Contact
Unresolved
no contact route found
Missing: a usable practice size; a contact route; the current role.
Before a call: practice size; a contact route.
J•••••• Z••••• O•••• W•••••• I•••, B•••••• B••••• F•
broker-dealer affiliated
- passed an adviser exam (S65) on 2026-06-17 after 22 years in the industry, not as part of a same-week firm licensing class
  2026-06-17 (3 months ago). At O••••, 9.3% with this moved within a year against 4.3% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Unresolved
no contact route found (only unverified leads)
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
S•••••• T••••• L••••• T••••• A••••••• S•••••••• L••, C••••••••• N•
independent RIA
- 22% of this office left for other firms in the last six months (latest 2026-06-12)
  2026-06-12 (4 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
2 move with them
Contact
Direct
verified business email at lindenthomas.com (hunter); LinkedIn profile
Business ties: Some: 1 operating or professional business, 1 real-estate entity on file. A measure of business ties, not of book size or clients.
Who else to call: 11 related advisors, 2 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•••••••• H••• L••••• T••••• A••••••• S•••••••• L••, C••••••••• N•
independent RIA
- 22% of this office left for other firms in the last six months (latest 2026-06-12)
  2026-06-12 (4 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
2 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 11 related advisors, 2 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).
B•••• K•••••• L••••• T••••• A••••••• S•••••••• L••, C••••••••• N•
independent RIA
- 22% of this office left for other firms in the last six months (latest 2026-06-12)
  2026-06-12 (4 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
2 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 11 related advisors, 2 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••••• W•••• L•• F•••••••• L••, P••••••• A•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-11. null went to M••••••
  2026-06-11 (4 months 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•••• J•••••• to M••••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
2 move with them
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: practice size; a contact route.
H•• M•• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, I•••••• C•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-08. null went to M••••• S••••••
  2026-06-08 (4 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).
  K• N••• to M••••• S••••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Direct
verified business email at ml.com (hunter)
Who else to call: 55 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; the current role.
Before a call: practice size.
E••••• P••••••• L•• F•••••••• L••, B•• A••• M•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-04. null went to C•••••
  2026-06-04 (4 months 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).
  D••••• S••••• to C•••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 1 related advisor (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.
D•••• B•••••• L•• F•••••••• L••, B•• A••• M•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-04. null went to C•••••
  2026-06-04 (4 months 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).
  D••••• S••••• to C•••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Unresolved
no contact route found
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
S••••• M••••• L•• F•••••••• L••, B•• A••• M•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-04. null went to C•••••
  2026-06-04 (4 months 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).
  D••••• S••••• to C•••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 1 related advisor (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.
R•••••• W••••• I••••••• W••••• M••••••••• L••, C•••••••• A•
independent RIA
- this office went from 8 to 6 registered advisors over the last year, with 3 leaving for other firms (latest 2026-05-29)
  2026-05-29 (4 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
2 move with them
Contact
Direct
verified business email at ironwoodwm.com (hunter); LinkedIn profile
Who else to call: 8 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).

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