Advisors to call now

Someone who moved firms with this advisor before has just left.

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

James Senglaub Independent Financial Group, LLC, Delafield, Wi
broker-dealer affiliated
- 71% of this office left for other firms in the last six months (latest 2026-04-20)
  2026-04-20 (5 months ago). At broker-dealer affiliated firms, 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).
- 3 prior co-move teammates left the firm for another firm, most recently on 2026-04-20. null went to Apollon Wealth Management, LLC
  2026-04-20 (5 months ago). At broker-dealer affiliated firms, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  Craig Rusch to APOLLON WEALTH MANAGEMENT, LLC
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm main line; firm contact form or inbox
Business ties: Broad: 3 real-estate entities on file. A measure of business ties, not of book size or clients.
Who else to call: 7 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; who works with them (team unresolved).
Before a call: practice size.
Gerard Telemaque Strategic Advisers LLC, Phoenix, Az
brokerage advisory
- the most senior member of this advisor's prior co-move team left the firm on 2026-04-20. null went to J.M. Arbour, LLC
  2026-04-20 (5 months ago). Across all advisors, 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).
  Donald Riddle to J.M. ARBOUR, LLC
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.
Charles Daniel Merrill Lynch, Pierce, Fenner & Smith Incorporated, Frisco, Tx
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-04-17. null went to Astra Wealth Management Group
  2026-04-17 (5 months ago). At wirehouses, 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).
  Gregory Coleman to ASTRA WEALTH MANAGEMENT GROUP
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at ml.com (apollo); 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).
Before a call: practice size.
E•••••••• M•••• N••••••••• M••••• I••••••••• S•••••••••, M••••••••• W•
no RAUM reported
- the most senior member of this advisor's prior co-move team left the firm on 2026-04-17. null went to B••••
  2026-04-17 (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).
  C•••••• T•••• to B••••
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.
L••• P••• T••••••• I••••••••• M••••••••• I•••, M••••••••• M•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-04-16. null went to J•••••••
  2026-04-16 (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).
  Y•••••• F•••••• to J•••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at thrivent.com (hunter)
Missing: a usable practice size; the current role; who works with them (team unresolved).
Before a call: practice size; joined the current firm under a year ago.
B••••• M••••• N••••••••• I••••••••• A•••••••• L••, C•••••••• O•
platform or SMA manager
- the most senior member of this advisor's prior co-move team left the firm on 2026-04-16. null went to T••••••• I••••••••• M•••••••••
  2026-04-16 (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).
  D••••••• D•••• to T••••••• I••••••••• M•••••••••
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, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
D•••• B•••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, M••••• 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
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.
F•••• W••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, C••••••••• N•
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
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.
L••• W••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, C••••••••• N•
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
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.
A••••• C•••• J••• M••••• S••••••••• L••, D•••••• T•
wirehouse
- a prior co-move teammate left the firm for an independent RIA on 2026-04-14. null went to S•••••• F•••••••• L••
  2026-04-14 (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).
  C•••••••• M••••••••• to S•••••• F•••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a contact route.
B•••••• J•••• J••• M••••• S••••••••• L••, D•••••• T•
wirehouse
- a prior co-move teammate left the firm for an independent RIA on 2026-04-14. null went to S•••••• F•••••••• L••
  2026-04-14 (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).
  C•••••••• M••••••••• to S•••••• F•••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a contact route.
C••• O•••••• E•••••• A••••••• G••••• L••, G•••••••• V••••••• C•
brokerage advisory
- the most senior member of this advisor's prior co-move team left the firm on 2026-04-14. null went to T• R••• P•••• A••••••• S•••••••• I•••
  2026-04-14 (6 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).
  D•••• S•••••••• to T• R••• P•••• A••••••• S•••••••• I•••
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•••• M•••••• L•• F•••••••• L••, F••• M•••• S•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-13. null went to C•••••
  2026-04-13 (6 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).
  J••••••• L• to C•••••
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••• H••••••• L•• F•••••••• L••, C••••••• I•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-13. null went to P•• W••••• M•••••••••
  2026-04-13 (6 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).
  S••• K•••••••• to P•• W••••• M•••••••••
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, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
R•••••• B••• D••• I•••••••••, A•••••• T•
independent RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-04-10. null went to C•••• A••••••• I•••
  2026-04-10 (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).
  B•••• F••••••• to C•••• A••••••• I•••
Timing
Strong timing
Value
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at dashinvestments.com (apollo); 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).
S•••••••• J•••••• J••• M••••• S••••••••• L••, B••••••••• F•
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
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Before a call: practice size.
T••••• H•••••• J••• M••••• S••••••••• L••, H••••••• 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
No team seen
Contact
Firm level
provider email, not verified at the firm's domain
Who else to call: 4 related advisors, 4 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.
M•••••• B•••• S•••••••• A••••••• L••, P•••••• A•
brokerage advisory
- the most senior member of this advisor's prior co-move team left the firm on 2026-04-09. null went to S••••• W••••• A•••••••• I•••
  2026-04-09 (6 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).
  N•••• S••• to S••••• W••••• A•••••••• I•••
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••••••••• F••••• J••• M••••• S••••••••• L••, L•• A••••••• C•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-04-07. null went to C••••••• P•••••••
  2026-04-07 (6 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••••••• L•• to C••••••• P•••••••
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.
W•••••• R••••••••• C••••• I••••••••• A••••••• L••, H••••••• T•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-04-07. null went to L••
  2026-04-07 (6 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).
  K•••• P•••••••• to L••
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.
M••• M••••• J••• M••••• S••••••••• L••, D•••••• G•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-04-03. null went to A••••• A•• P••••••• S•••••••
  2026-04-03 (6 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).
  S•••• A••••• to A••••• A•• P••••••• S•••••••
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.
M•••••• C•••••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, M•••••••• N•
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
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.
E••••• M•••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, P••••••• N•
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
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).
Before a call: practice size; a contact route.
M••• B•••• C••••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, S•• F••••••••• C•
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
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.
V••••• M••••••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, M•••••••• N•
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
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
A••••• K••••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, M•••••••• N•
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
No team seen
Contact
Unresolved
no contact route found
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
A••••••• S••••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, N•• Y•••• N•
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
No team seen
Contact
Unresolved
no contact route found
Who else to call: 28 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
W•••• S••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, N•• Y•••• N•
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
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
M•••••• W•••••• A•••••• W••••• M••••••••• L••, D•••••• C•
independent RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-03-31. null went to E••••••••
  2026-03-31 (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).
  C••••••••• P••••• to E••••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at apollonwealth.com (firm_website)
Who else to call: 3 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
S••••• D••••••• P•• A••••••• S•••••••• L••, A•••••• N•
independent RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-03-31. null went to L••
  2026-03-31 (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).
  J•••••• D•••• to L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
L••••••• profile; professional profile page
Before a call: practice size.
B•••• W••••••• N••••••••• M••••• I••••••••• S•••••••••, C••••••• S•••• C•
no RAUM reported
- the most senior member of this advisor's prior co-move team left the firm on 2026-03-30. null went to M••••••
  2026-03-30 (6 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).
  C•••• E•••••• to M••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at nm.com (adapter:northwestern_mutual); LinkedIn profile
Who else to call: 10 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.
C••••••• M••••••••• A••••• A•• P••••••• S•••••••, H••••••••• P•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-03-30. null went to M••••• G••••• A••••••• I•••
  2026-03-30 (6 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).
  K•••••• D•••• to M••••• G••••• A••••••• I•••
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.
S••••• P•••••• L•• F•••••••• L••, S•• D••••• C•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-03-27. null went to A••••• A•• P••••••• S•••••••
  2026-03-27 (6 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•••••• G••••••• to A••••• A•• P••••••• S•••••••
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: 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.
B••••••• D••••••• E•••••••• P•••• W••••• P•••••••• L••, D•••••• C•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-29. null went to E•••••• A••••••• G••••• L••
  2026-05-29 (4 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).
  H••••• B••••••• to E•••••• A••••••• G••••• L••
Timing
Timing
Value
$250M+
Team book $2.5B; portable $1.2B to $2.2B
Team
5 move with them
Contact
Professional
professional profile page
Who else to call: 9 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
S••••• P•••••• E•••••••• P•••• W••••• P•••••••• L••, D•••••• C•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-29. null went to E•••••• A••••••• G••••• L••
  2026-05-29 (4 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).
  H••••• B••••••• to E•••••• A••••••• G••••• L••
Timing
Timing
Value
$250M+
Team book $2.5B; portable $1.2B to $2.2B
Team
5 move with them
Contact
Professional
professional profile page
Who else to call: 9 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: the current role; who works with them (team unresolved).
R••••• B••••• S•••••••• A•••••••• L••, N•••• H••••• C•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-09. null went to C••••••• P•••••••
  2026-09-09 (17 days ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  J••• G••••••••• to C••••••• P•••••••
Timing
Timing
Value
$250M+
Team book $2.2B; portable $1.3B to $1.9B
Team
2 move with them
Contact
Direct
direct line printed for this person; LinkedIn profile
Who else to call: 3 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).
S•••••• F•••••• S•••••••• A•••••••• L••, N•••• H••••• C•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-09. null went to C••••••• P•••••••
  2026-09-09 (17 days ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  J••• G••••••••• to C••••••• P•••••••
Timing
Timing
Value
$250M+
Team book $2.2B; portable $1.3B to $1.9B
Team
2 move with them
Contact
Direct
direct line printed for this person; LinkedIn profile
Who else to call: 3 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).
S••••• D•••••••• S•••••••• A•••••••• L••, N•••• H••••• C•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-09. null went to C••••••• P•••••••
  2026-09-09 (17 days ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  J••• G••••••••• to C••••••• P•••••••
Timing
Timing
Value
$250M+
Team book $2.2B; portable $1.3B to $1.9B
Team
2 move with them
Contact
Direct
direct line printed for this person; LinkedIn profile
Who else to call: 3 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).
J••• J•••••• J•• W••••• M••••••••• L••, H•••••••• R••••• C•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-11. null went to G••••••• R•••• C•••••• L••
  2026-09-11 (15 days 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).
  L••• N••••• to G••••••• R•••• C•••••• L••
Timing
Timing
Value
$250M+
Team book $500M to $1B; portable $500M to $559M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at jplwm.com (firm_website)
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: the current role; who works with them (team unresolved).
P•••••• R••• J•• W••••• M••••••••• L••, D•••••• C•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-11. null went to G••••••• R•••• C•••••• L••
  2026-09-11 (15 days 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).
  L••• N••••• to G••••••• R•••• C•••••• L••
Timing
Timing
Value
$250M+
Team book $500M to $1B; portable $500M to $559M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).

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