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

Rydan Case Ironwood Wealth Management, LLC, Chandler, Az
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 independent RIAs, 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: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Edward Parolisi Ironwood Wealth Management, LLC, Chandler, Az
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 independent RIAs, 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
Firm level
firm contact form or inbox
Missing: a usable practice size; who works with them (team unresolved).
Humberto Jimenez LPL Financial LLC, Chatsworth, Ca
broker-dealer affiliated
- this office went from 8 to 5 registered advisors over the last year, with 3 leaving for other firms (latest 2026-05-23)
  2026-05-23 (4 months ago). At broker-dealer affiliated firms, 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
Unresolved
no contact route found
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
I•• B••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, S•••••••• C•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-12. null went to W•••• F••••
  2026-05-12 (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).
  J•••••• W••• to W•••• F••••
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
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).
Before a call: practice size.
D•••• K•••• K•• F•••••••• P•••••••• L••, T•••••• O•
independent RIA
- 33% of this office left for other firms in the last six months (latest 2026-05-12)
  2026-05-12 (5 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Direct
verified business email at kmgfp.com (hunter); LinkedIn profile
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).
A•••• M••••••• K•• F•••••••• P•••••••• L••, T•••••• O•
independent RIA
- 33% of this office left for other firms in the last six months (latest 2026-05-12)
  2026-05-12 (5 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Professional
professional profile page
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
C•••••••• R•••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, L• J••••• C•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-01. null went to J•••••••
  2026-05-01 (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).
  R••••• B•••• to J•••••••
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
Who else to call: 45 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
J••••••• D•••••• C••••• I••••••••• A••••••• L••, W••••••• H••••• C•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-21. null went to A•••• P•••••• W••••• A•••••••
  2026-04-21 (5 months ago). At C•••••, 30.3% with this moved within a year against 5.0% without it (6.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  B•••• W••••• to A•••• P•••••• W••••• A•••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 6 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
C••• D•••••• C••••• I••••••••• A••••••• L••, W••••••• H••••• C•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-21. null went to A•••• P•••••• W••••• A•••••••
  2026-04-21 (5 months ago). At C•••••, 30.3% with this moved within a year against 5.0% without it (6.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  B•••• W••••• to A•••• P•••••• W••••• A•••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 6 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
H••••• H•••• C••••• I••••••••• A••••••• L••, F••••••• U•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-21. null went to A•••• P•••••• W••••• A•••••••
  2026-04-21 (5 months ago). At C•••••, 30.3% with this moved within a year against 5.0% without it (6.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  B•••• W••••• to A•••• P•••••• W••••• A•••••••
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; the current role; who works with them (team unresolved).
Before a call: practice size; a contact route.
V••••••• B•••••• T••••••• I••••••••• M••••••••• I•••, C••••••• T•
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
2 move with them
Contact
Direct
verified business email at thrivent.com (firm_style_estimate)
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
M•••••• K••••••• T••••••• I••••••••• M••••••••• I•••, M••• C••••• W•
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
2 move with them
Contact
Direct
verified business email at thrivent.com (firm_style_estimate)
Who else to call: 2 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.
M••••• R•••• E•••••• A••••••• G••••• L••, C••••••• S••••••• 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
2 move with them
Contact
Direct
verified business email at empower.com (apollo); LinkedIn profile
Who else to call: 6 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
D•••• W•••• E•••••• A••••••• G••••• L••, C••••••• S••••••• 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
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 6 related advisors, 5 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.
D•• J••••• A••••• A•••••••, L••••• U•
independent RIA
- this office went from 11 to 6 registered advisors over the last year, with 5 leaving for other firms (latest 2026-04-08)
  2026-04-08 (6 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
Team
2 move with them
Contact
Firm level
firm contact form or inbox
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: a usable practice size; who works with them (team unresolved).
U•• S••••••••• C••••••••• F•••••••• N••••••, B••••••••• N•
national broker-dealer RIA
- this office went from 8 to 5 registered advisors over the last year, with 4 leaving for other firms (latest 2026-03-31)
  2026-03-31 (6 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
Unresolved
no contact route found
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••••• S•••••• C••••••••• F•••••••• N••••••, B••••••••• N•
national broker-dealer RIA
- this office went from 8 to 5 registered advisors over the last year, with 4 leaving for other firms (latest 2026-03-31)
  2026-03-31 (6 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
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.
M••• W••••• C••••••••• F•••••••• N••••••, B••••••••• N•
national broker-dealer RIA
- this office went from 8 to 5 registered advisors over the last year, with 4 leaving for other firms (latest 2026-03-31)
  2026-03-31 (6 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
Unresolved
no contact route found
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•• M•••••••• C••••••••• F•••••••• N••••••, W••• D•• M•••••• I•
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 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
Unresolved
no contact route found
Who else to call: 8 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
E••••• K••• L•• F•••••••• L••, W••• P••• B••••• F•
broker-dealer affiliated
- this office went from 8 to 5 registered advisors over the last year, with 3 leaving for other firms (latest 2025-12-16)
  2025-12-16 (9 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
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 2 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
H•••• H••••• C•••••••• G••••• M•••••• I•••, C••••••• I•
bank affiliated
- passed the Series 63 on 2025-12-04 after 7 years in the industry, not as part of a firm licensing class
  2025-12-04 (10 months ago). At A••, 11.8% with this moved within a year against 4.9% without it (2.4x, 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
Missing: a usable practice size; a contact route; who works with them (team unresolved).
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).
D•••• K•••• R••••••••• P••••••• G••••• L••, M••••• N•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-04. null went to S••••• O•• S••••••••• I•••
  2026-09-04 (22 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).
  N•••••• D•••• to S••••• O•• S••••••••• I•••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable $319M to $357M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at rpgretire.com (firm_website)
Who else to call: 5 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).
B•••• H••••• F•••••• I••••••••• M••••••••• I•••, S•••• W••••••• C•
independent RIA
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-08-10. null went to 3• A•••••• G••••• I•••
  2026-08-10 (47 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).
  S•••• H••••• to 3• A•••••• G••••• I•••
Timing
Timing
Value
$250M+
Team book $500M to $1B; portable $284M to $506M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at freedomadvisors.com (hunter)
Who else to call: 11 related advisors, 11 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
L•••• P•••••••• J••• M••••• S••••••••• L••, L•• A••••••• C•
wirehouse
- 3 prior co-move teammates left the firm for another firm, most recently on 2026-08-07. null went to W•••• F••••
  2026-08-07 (50 days ago). At J•••••••, 9.9% with this moved within a year against 5.5% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  E•••••• A•••• to W•••• F••••
Timing
Timing
measured at this firm
Value
$250M+
Team book $28.0B; portable $16.8B to $23.8B
Team
No team seen
Contact
Unresolved
no contact route found
Missing: a contact route; the current role; who works with them (team unresolved).
Before a call: a contact route.
C••• S•••••• A••••• T••••• P•••••• W•••••, B•••••• M•
independent RIA
- passed an adviser exam (S66) on 2026-07-20 after 10 years in the industry, not as part of a same-week firm licensing class
  2026-07-20 (2 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
Timing
Value
$250M+
Team book $2.0B; portable $1.0B to $1.8B
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 9 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a contact route; who works with them (team unresolved).
Before a call: a contact route.
L•••• K•••••••• M••••• I••••••••• G••••• L••, W••••••• K•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-21. null went to R•• I••••••••• L••
  2026-05-21 (4 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  D•••••• M••••• to R•• I••••••••• L••
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable $354M to $396M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at marketadvisorygroup.com (hunter)
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
J••• Z•••••• T••••••• A•••• M•••••••••, M••••••••• M•
independent RIA
- passed an adviser exam (S65) on 2026-05-07 after 12 years in the industry, not as part of a same-week firm licensing class
  2026-05-07 (5 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
Timing
Value
$250M+
Team book $250M to $500M; portable $183M to $325M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at tealwood.com (hunter); LinkedIn profile
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
J••• T••••• T••••• • C••••••, S•••• L••••• M•
independent RIA
- passed an adviser exam (S65) on 2026-03-06 after 45 years in the industry, not as part of a same-week firm licensing class
  2026-03-06 (7 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
Timing
Value
$250M+
Team book $500M to $1B; portable $840M to $938M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at terrilco.com (hunter); LinkedIn profile
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
S••••• H•••••• L•• F•••••••• L••, C••••••• W•
broker-dealer affiliated
- passed an adviser exam (S65) on 2025-12-27 after 20 years in the industry, not as part of a same-week firm licensing class
  2025-12-27 (9 months ago). At L••, 8.0% with this moved within a year against 4.3% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Timing
measured at this firm
Value
$250M+
Team book $750M; portable $600M to $675M
Team
No team seen
Contact
Unresolved
no contact route found
Missing: a contact route; who works with them (team unresolved).
Before a call: a contact route.
W•••••• C•••• C••••••• A••••••••• I••, S•• L••••• M•
independent RIA
- passed an adviser exam (S65) on 2025-10-17 after 37 years in the industry, not as part of a same-week firm licensing class
  2025-10-17 (11 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
Timing
Value
$250M+
Team book $500M to $1B; portable $814M to $910M, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at cortlandassociates.com (hunter)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
R••••• S•••••• S•••• W••••• M••••••••• L••, F••••••••• T•
mixed wealth
- passed the Series 65 on 2025-09-25 while already holding the Series 66; the 65 lets an adviser register without a broker-dealer
  2025-09-25 (12 months ago). At A••, 9.4% with this moved within a year against 4.9% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Timing
Value
$250M+
Team book $250M to $500M; portable $223M to $312M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
S•••••• F••••• D•••••• S••••• C••••••, S•••• L••••• M•
independent RIA
- passed an adviser exam (S65) on 2025-10-17 after 28 years in the industry, not as part of a same-week firm licensing class
  2025-10-17 (11 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
Timing
Value
$100M+
Team book $100M to $250M; portable $95M to $168M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
M••• B•••• B•••• F•••••••• S•••••••• I•••, N•••••• B••••• C•
independent RIA
- passed an adviser exam (S65) on 2026-07-24 after 32 years in the industry, not as part of a same-week firm licensing class
  2026-07-24 (2 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
Timing
Value
$100M+
Team book $100M to $250M; portable $142M to $159M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; catch-all email at boyerfs.com, not verified
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: the current role; who works with them (team unresolved).

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