Advisors to call now

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

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

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

Robert Ketner UBS Financial Services Inc., Greensboro, Nc
wirehouse
- this office went from 10 to 7 registered advisors over the last year, with 3 leaving for other firms (latest 2026-09-15)
  2026-09-15 (11 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: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
John Aderholdt UBS Financial Services Inc., Greensboro, Nc
wirehouse
- this office went from 10 to 7 registered advisors over the last year, with 3 leaving for other firms (latest 2026-09-15)
  2026-09-15 (11 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
Before a call: practice size.
William Wall UBS Financial Services Inc., Winston-Salem, Nc
wirehouse
- this office went from 12 to 9 registered advisors over the last year, with 3 leaving for other firms (latest 2026-09-15)
  2026-09-15 (11 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
Unresolved
no contact route found
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
W•••••• A•••••••• U•• F•••••••• S••••••• I•••, G••••••••• N•
wirehouse
- this office went from 10 to 7 registered advisors over the last year, with 3 leaving for other firms (latest 2026-09-15)
  2026-09-15 (11 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.
B•••••• F••••••••• U•• F•••••••• S••••••• I•••, W••••••••• N•
wirehouse
- this office went from 12 to 9 registered advisors over the last year, with 3 leaving for other firms (latest 2026-09-15)
  2026-09-15 (11 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: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
J•• F••••• E•••••••• A•••••••• L••, P••••• T•
broker-dealer affiliated
- 20% of this office left for other firms in the last six months (latest 2026-09-15)
  2026-09-15 (11 days ago). At E••••••••, 19.0% with this moved within a year against 8.1% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
J•••••• H••••• U•• F•••••••• S••••••• I•••, W••••••••• N•
wirehouse
- this office went from 12 to 9 registered advisors over the last year, with 3 leaving for other firms (latest 2026-09-15)
  2026-09-15 (11 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: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
R••••• G•••• U•• F•••••••• S••••••• I•••, G••••••••• N•
wirehouse
- this office went from 10 to 7 registered advisors over the last year, with 3 leaving for other firms (latest 2026-09-15)
  2026-09-15 (11 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: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
M••• R••••••• U•• F•••••••• S••••••• I•••, W••••••••• N•
wirehouse
- this office went from 12 to 9 registered advisors over the last year, with 3 leaving for other firms (latest 2026-09-15)
  2026-09-15 (11 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: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
A•••• H••••• U•• F•••••••• S••••••• I•••, W••••••••• N•
wirehouse
- this office went from 12 to 9 registered advisors over the last year, with 3 leaving for other firms (latest 2026-09-15)
  2026-09-15 (11 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: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
D•••• F•••••• E•••••••• A•••••••• L••, P••••• T•
broker-dealer affiliated
- 20% of this office left for other firms in the last six months (latest 2026-09-15)
  2026-09-15 (11 days ago). At E••••••••, 19.0% with this moved within a year against 8.1% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
C•••••• N••• E•••••••• A•••••••• L••, P••••• T•
broker-dealer affiliated
- 20% of this office left for other firms in the last six months (latest 2026-09-15)
  2026-09-15 (11 days ago). At E••••••••, 19.0% with this moved within a year against 8.1% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
D•••• S•••• U•• F•••••••• S••••••• I•••, W••••••••• N•
wirehouse
- this office went from 12 to 9 registered advisors over the last year, with 3 leaving for other firms (latest 2026-09-15)
  2026-09-15 (11 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.
A•••••• O•••• U•• F•••••••• S••••••• I•••, G••••••••• N•
wirehouse
- this office went from 10 to 7 registered advisors over the last year, with 3 leaving for other firms (latest 2026-09-15)
  2026-09-15 (11 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: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
B••••••• S••••• U•• F•••••••• S••••••• I•••, G••••••••• N•
wirehouse
- this office went from 10 to 7 registered advisors over the last year, with 3 leaving for other firms (latest 2026-09-15)
  2026-09-15 (11 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••• D••••• U•• F•••••••• S••••••• I•••, W••••••••• N•
wirehouse
- this office went from 12 to 9 registered advisors over the last year, with 3 leaving for other firms (latest 2026-09-15)
  2026-09-15 (11 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: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
J••• F••••• U•• F•••••••• S••••••• I•••, W••••••••• N•
wirehouse
- this office went from 12 to 9 registered advisors over the last year, with 3 leaving for other firms (latest 2026-09-15)
  2026-09-15 (11 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: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
B••••••• P•••••• E••••• J••••, I•••••• T•
national broker-dealer RIA
- this office went from 11 to 8 registered advisors over the last year, with 3 leaving for other firms (latest 2026-09-14)
  2026-09-14 (12 days 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
No team seen
Contact
Unresolved
no contact route found
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
J••••• M•••••••• E••••• J••••, I•••••• T•
national broker-dealer RIA
- this office went from 11 to 8 registered advisors over the last year, with 3 leaving for other firms (latest 2026-09-14)
  2026-09-14 (12 days 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
No team seen
Contact
Unresolved
no contact route found (only unverified leads)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
S•••••• M•••••• E••••• J••••, I•••••• T•
national broker-dealer RIA
- this office went from 11 to 8 registered advisors over the last year, with 3 leaving for other firms (latest 2026-09-14)
  2026-09-14 (12 days 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
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
D••••• P••••••• E••••• J••••, I•••••• T•
national broker-dealer RIA
- this office went from 11 to 8 registered advisors over the last year, with 3 leaving for other firms (latest 2026-09-14)
  2026-09-14 (12 days 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
No team seen
Contact
Unresolved
no contact route found (only unverified leads)
Before a call: practice size; a contact route.
A••••• P•••••• E••••• J••••, I•••••• T•
national broker-dealer RIA
- this office went from 11 to 8 registered advisors over the last year, with 3 leaving for other firms (latest 2026-09-14)
  2026-09-14 (12 days 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
No team seen
Contact
Unresolved
no contact route found (only unverified leads)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
D•••• H••• L•• F•••••••• L••, B••• R••••• F•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-14. null went to E•••••• A••••••• G••••• L••
  2026-09-14 (12 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).
  S•• L•••••• to E•••••• A••••••• G••••• L••
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.
P••• P•••••• E••••• J••••, I•••••• T•
national broker-dealer RIA
- this office went from 11 to 8 registered advisors over the last year, with 3 leaving for other firms (latest 2026-09-14)
  2026-09-14 (12 days 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
No team seen
Contact
Unresolved
no contact route found
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
B••••••• H••••• E••••• J••••, I•••••• T•
national broker-dealer RIA
- this office went from 11 to 8 registered advisors over the last year, with 3 leaving for other firms (latest 2026-09-14)
  2026-09-14 (12 days 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
No team seen
Contact
Unresolved
no contact route found
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
M•••••• S•••••• E••••• J••••, I•••••• T•
national broker-dealer RIA
- this office went from 11 to 8 registered advisors over the last year, with 3 leaving for other firms (latest 2026-09-14)
  2026-09-14 (12 days 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
No team seen
Contact
Unresolved
no contact route found
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
B••••• K••••••• J••• M••••• S••••••••• L••, M••••••••• W•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-09-13. null went to M••••• S••••••
  2026-09-13 (13 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).
  M•••••• A•••••• to M••••• S••••••
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 jpmorgan.com
Who else to call: 29 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
B•••• S••••••• W•••• F•••• A•••••••, S••••••• W•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-09-11. null went to ••••••••
  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).
  T••••• F•••• to ••••••••
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, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
M••••• R•••• O•••• I••••••••• I•••, M•••••••• I•
broker-dealer affiliated
- 29% of this office left for other firms in the last six months (latest 2026-09-11)
  2026-09-11 (15 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
No team seen
Contact
Unresolved
no contact route found (only unverified leads)
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; joined the current firm under a year ago.
B••••• C••••••••• E•••• S••••••••• L••, F•••••••• T•
broker-dealer affiliated
- 43% of this office left for other firms in the last six months (latest 2026-09-10)
  2026-09-10 (16 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
No team seen
Contact
Direct
verified business email at ft.newyorklife.com (apollo); LinkedIn profile
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
A•••••• S•••••• Q••••• P••••••• I••••••••• M•••••••••, S••••••• S••••••• N•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-09-10)
  2026-09-10 (16 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 2 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J••••• G•••••• Q••••• P••••••• I••••••••• M•••••••••, S••••••• S••••••• N•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-09-10)
  2026-09-10 (16 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 32 related advisors, 32 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
K••• W••••• Q••••• P••••••• I••••••••• M•••••••••, S••••••• S••••••• N•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-09-10)
  2026-09-10 (16 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 4 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J•••• R••••••••• Q••••• P••••••• I••••••••• M•••••••••, S••••••• S••••••• N•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-09-10)
  2026-09-10 (16 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 6 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
P••••• D••••••• Q••••• P••••••• I••••••••• M•••••••••, S••••••• S••••••• N•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-09-10)
  2026-09-10 (16 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 2 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
G••••• L•• Q••••• P••••••• I••••••••• M•••••••••, S••••••• S••••••• N•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-09-10)
  2026-09-10 (16 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 5 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
M••• L••••• Q••••• P••••••• I••••••••• M•••••••••, S••••••• S••••••• N•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-09-10)
  2026-09-10 (16 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 7 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
R••• B••••• Q••••• P••••••• I••••••••• M•••••••••, S••••••• S••••••• N•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-09-10)
  2026-09-10 (16 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
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, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
L••• S•••••••• Q••••• P••••••• I••••••••• M•••••••••, S••••••• S••••••• N•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-09-10)
  2026-09-10 (16 days 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).
- passed an adviser exam (S65) on 2025-12-01 after 7 years in the industry, not as part of a same-week firm licensing class
  2025-12-01 (10 months ago). At I•••••••••, 8.8% with this moved within a year against 5.4% without it (1.6x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong timing
Value
Not estimable
Book not estimable
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: practice size; joined the current firm under a year ago.
A••••• R••••• E•••• S••••••••• L••, F•••••••• T•
broker-dealer affiliated
- 43% of this office left for other firms in the last six months (latest 2026-09-10)
  2026-09-10 (16 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
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at eaglestrategies.com
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; the current role; who works with them (team unresolved).
Before a call: practice size.

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