Advisors to call now

Offices that lost 20% or more of their advisors in 180 days.

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

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

Nathan Trannel UBS Financial Services Inc., Wayzata, Mn
wirehouse
- this office went from 38 to 28 registered advisors over the last year, with 13 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 days ago). At UBS, 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
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at ubs.com
Who else to call: 14 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
Theodore Bulinski UBS Financial Services Inc., Wayzata, Mn
wirehouse
- this office went from 38 to 28 registered advisors over the last year, with 13 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 days ago). At UBS, 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
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at ubs.com
Who else to call: 21 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
Karl Dettmann MML Investors Services, LLC, Madison, Wi
broker-dealer affiliated
- this office went from 13 to 8 registered advisors over the last year, with 7 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 days ago). At MassMutual (MML), 16.3% with this moved within a year against 5.7% without it (2.9x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
provider email, not verified at the firm's domain
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
D•••• W••• U•• F•••••••• S••••••• I•••, W••••••• M•
wirehouse
- this office went from 38 to 28 registered advisors over the last year, with 13 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 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
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at ubs.com
Who else to call: 21 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J•••• A•••• U•• F•••••••• S••••••• I•••, W••••••• M•
wirehouse
- this office went from 38 to 28 registered advisors over the last year, with 13 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 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
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at ubs.com
Who else to call: 21 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
M•••• K•••••• M•• I•••••••• S•••••••• L••, M••••••• W•
broker-dealer affiliated
- this office went from 13 to 8 registered advisors over the last year, with 7 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 days ago). At M••••••••• ••••, 16.3% with this moved within a year against 5.7% without it (2.9x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
provider email, not verified at the firm's domain
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
C•••• Q•••••• U•• F•••••••• S••••••• I•••, W••••••• M•
wirehouse
- this office went from 38 to 28 registered advisors over the last year, with 13 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 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
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at ubs.com
Before a call: practice size.
P•••• K••••••• U•• F•••••••• S••••••• I•••, W••••••• M•
wirehouse
- this office went from 38 to 28 registered advisors over the last year, with 13 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 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
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at ubs.com
Business ties: Broad: 2 operating or professional businesses, 1 nonprofit or civic board/officer role, 1 company board seat on file. A measure of business ties, not of book size or clients.
Who else to call: 21 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
B•••• B•••• M•• I•••••••• S•••••••• L••, M••••••• W•
broker-dealer affiliated
- this office went from 13 to 8 registered advisors over the last year, with 7 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 days ago). At M••••••••• ••••, 16.3% with this moved within a year against 5.7% without it (2.9x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
provider email, not verified at the firm's domain
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
S••••• T••••• U•• F•••••••• S••••••• I•••, W••••••• M•
wirehouse
- this office went from 38 to 28 registered advisors over the last year, with 13 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 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
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at ubs.com
Who else to call: 21 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
R•••• G••••• U•• F•••••••• S••••••• I•••, W••••••• M•
wirehouse
- this office went from 38 to 28 registered advisors over the last year, with 13 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 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
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at ubs.com
Before a call: practice size.
W••• S••••• U•• F•••••••• S••••••• I•••, W••••••• M•
wirehouse
- this office went from 38 to 28 registered advisors over the last year, with 13 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 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
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at ubs.com
Who else to call: 21 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
D•••••• P•••• M•• I•••••••• S•••••••• L••, M••••••• W•
broker-dealer affiliated
- this office went from 13 to 8 registered advisors over the last year, with 7 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 days ago). At M••••••••• ••••, 16.3% with this moved within a year against 5.7% without it (2.9x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
provider email, not verified at the firm's domain
Before a call: practice size.
S••• D•••••• U•• F•••••••• S••••••• I•••, W••••••• M•
wirehouse
- this office went from 38 to 28 registered advisors over the last year, with 13 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 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
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at ubs.com
Who else to call: 21 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
W•••••• W••• U•• F•••••••• S••••••• I•••, W••••••• M•
wirehouse
- this office went from 38 to 28 registered advisors over the last year, with 13 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 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
No team seen
Contact
Unresolved
no contact route found
Who else to call: 21 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
J•••• A••••••••• U•• F•••••••• S••••••• I•••, W••••••• M•
wirehouse
- this office went from 38 to 28 registered advisors over the last year, with 13 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 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
No team seen
Contact
Unresolved
no contact route found
Who else to call: 21 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
M•••••• M••••• U•• F•••••••• S••••••• I•••, W••••••• M•
wirehouse
- this office went from 38 to 28 registered advisors over the last year, with 13 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 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
No team seen
Contact
Unresolved
no contact route found
Who else to call: 21 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
M••••• K••• U•• F•••••••• S••••••• I•••, W••••••• M•
wirehouse
- this office went from 38 to 28 registered advisors over the last year, with 13 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 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
No team seen
Contact
Unresolved
no contact route found
Who else to call: 21 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
Z•••••• M•••••• M•• I•••••••• S•••••••• L••, M••••••• W•
broker-dealer affiliated
- this office went from 13 to 8 registered advisors over the last year, with 7 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 days ago). At M••••••••• ••••, 16.3% with this moved within a year against 5.7% without it (2.9x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
A•••••••• A•••••• M•• I•••••••• S•••••••• L••, M••••••• W•
broker-dealer affiliated
- this office went from 13 to 8 registered advisors over the last year, with 7 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 days ago). At M••••••••• ••••, 16.3% with this moved within a year against 5.7% without it (2.9x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
B••••••• B••••••• U•• F•••••••• S••••••• I•••, W••••••• M•
wirehouse
- this office went from 38 to 28 registered advisors over the last year, with 13 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 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
No team seen
Contact
Unresolved
no contact route found
Who else to call: 21 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
B•••• C•• U•• F•••••••• S••••••• I•••, W••••••• M•
wirehouse
- this office went from 38 to 28 registered advisors over the last year, with 13 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 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
No team seen
Contact
Unresolved
no contact route found
Who else to call: 21 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
K•••• P••••••• U•• F•••••••• S••••••• I•••, W••••••• M•
wirehouse
- this office went from 38 to 28 registered advisors over the last year, with 13 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 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
No team seen
Contact
Unresolved
no contact route found
Who else to call: 21 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
F•••••••• K•••• J•• U•• F•••••••• S••••••• I•••, W••••••• M•
wirehouse
- this office went from 38 to 28 registered advisors over the last year, with 13 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 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
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
S••• H••••• U•• F•••••••• S••••••• I•••, W••••••• M•
wirehouse
- this office went from 38 to 28 registered advisors over the last year, with 13 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 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
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
D••••• W••••••••• U•• F•••••••• S••••••• I•••, W••••••• M•
wirehouse
- this office went from 38 to 28 registered advisors over the last year, with 13 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 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
No team seen
Contact
Unresolved
no contact route found
Who else to call: 21 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
M••••• N••• M•• I•••••••• S•••••••• L••, M••••••• W•
broker-dealer affiliated
- this office went from 13 to 8 registered advisors over the last year, with 7 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 days ago). At M••••••••• ••••, 16.3% with this moved within a year against 5.7% without it (2.9x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
R••••• R••••• G•••••••• U•• F•••••••• S••••••• I•••, W••••••• M•
wirehouse
- this office went from 38 to 28 registered advisors over the last year, with 13 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 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
No team seen
Contact
Unresolved
no contact route found
Who else to call: 21 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route; joined the current firm under a year ago.
C•••••• C••••••• M•• I•••••••• S•••••••• L••, M••••••• W•
broker-dealer affiliated
- this office went from 13 to 8 registered advisors over the last year, with 7 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 days ago). At M••••••••• ••••, 16.3% with this moved within a year against 5.7% without it (2.9x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
D••••• A•••• U•• F•••••••• S••••••• I•••, W••••••• M•
wirehouse
- this office went from 38 to 28 registered advisors over the last year, with 13 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 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
No team seen
Contact
Unresolved
no contact route found
Who else to call: 21 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
M•••••• T•••••••• U•• F•••••••• S••••••• I•••, W••••••• M•
wirehouse
- this office went from 38 to 28 registered advisors over the last year, with 13 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 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
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
J•••• T•••••• M••••••••• R•••••••••, W••••••••• D•
brokerage advisory
- this office went from 25 to 11 registered advisors over the last year, with 18 leaving for other firms (latest 2026-09-17)
  2026-09-17 (9 days ago). At B•••••••••, 23.0% with this moved within a year against 4.5% without it (5.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at missionsq.org (apollo); LinkedIn profile
Business ties: Some: 1 nonprofit or civic board/officer role on file. A measure of business ties, not of book size or clients.
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
J••• G••• M••••••••• R•••••••••, W••••••••• D•
brokerage advisory
- this office went from 25 to 11 registered advisors over the last year, with 18 leaving for other firms (latest 2026-09-17)
  2026-09-17 (9 days ago). At B•••••••••, 23.0% with this moved within a year against 4.5% without it (5.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at missionsq.org (apollo); LinkedIn profile
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
F••••• A•••••• M••••••••• R•••••••••, W••••••••• D•
brokerage advisory
- this office went from 25 to 11 registered advisors over the last year, with 18 leaving for other firms (latest 2026-09-17)
  2026-09-17 (9 days ago). At B•••••••••, 23.0% with this moved within a year against 4.5% without it (5.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at icmarc.org (apollo); LinkedIn profile
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
J•••• K•••••• M••••••••• R•••••••••, W••••••••• D•
brokerage advisory
- this office went from 25 to 11 registered advisors over the last year, with 18 leaving for other firms (latest 2026-09-17)
  2026-09-17 (9 days ago). At B•••••••••, 23.0% with this moved within a year against 4.5% without it (5.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at missionsq.org (apollo); LinkedIn profile
Missing: a usable practice size; the current role; who works with them (team unresolved).
Before a call: practice size.
T••••• D•••• M••••••••• R•••••••••, W••••••••• D•
brokerage advisory
- this office went from 25 to 11 registered advisors over the last year, with 18 leaving for other firms (latest 2026-09-17)
  2026-09-17 (9 days ago). At B•••••••••, 23.0% with this moved within a year against 4.5% without it (5.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at icmarc.org (apollo); LinkedIn profile
Before a call: practice size.
T••••• C•••• M••••••••• R•••••••••, W••••••••• D•
brokerage advisory
- this office went from 25 to 11 registered advisors over the last year, with 18 leaving for other firms (latest 2026-09-17)
  2026-09-17 (9 days ago). At B•••••••••, 23.0% with this moved within a year against 4.5% without it (5.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at missionsquare.com; firm main line
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; who works with them (team unresolved).
Before a call: practice size; joined the current firm under a year ago.
J•••• S•••• M••••••••• R•••••••••, W••••••••• D•
brokerage advisory
- this office went from 25 to 11 registered advisors over the last year, with 18 leaving for other firms (latest 2026-09-17)
  2026-09-17 (9 days ago). At B•••••••••, 23.0% with this moved within a year against 4.5% without it (5.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at missionsquare.com
Before a call: practice size.
I••••• C••••• M••••••••• R•••••••••, W••••••••• D•
brokerage advisory
- this office went from 25 to 11 registered advisors over the last year, with 18 leaving for other firms (latest 2026-09-17)
  2026-09-17 (9 days ago). At B•••••••••, 23.0% with this moved within a year against 4.5% without it (5.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at missionsquare.com; firm main line
Who else to call: 3 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.
L•••••• H••• M••••••••• R•••••••••, W••••••••• D•
brokerage advisory
- this office went from 25 to 11 registered advisors over the last year, with 18 leaving for other firms (latest 2026-09-17)
  2026-09-17 (9 days ago). At B•••••••••, 23.0% with this moved within a year against 4.5% without it (5.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at missionsquare.com; firm main line
Who else to call: 3 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.

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