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

Cengiz Akyol Missionsquare Retirement, Washington, Dc
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 BROKERAGE_ADVISORY, 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.
Donnell Williams Missionsquare Retirement, Washington, Dc
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 BROKERAGE_ADVISORY, 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.
Karmen Ritt Leelyn Smith, LLC, Geneva, Il
independent RIA
- 25% of this office left for other firms in the last six months (latest 2026-09-16)
  2026-09-16 (10 days ago). At independent RIAs, 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
Direct
published business email at leelynsmith.com (firm_website)
Who else to call: 7 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; joined the current firm under a year ago.
K•••• P••••••••• L••••• S••••• L••, G•••••• I•
independent RIA
- 25% of this office left for other firms in the last six months (latest 2026-09-16)
  2026-09-16 (10 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
Direct
published business email at leelynsmith.com (firm_website); LinkedIn profile
Who else to call: 6 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
C••••••••• D•••••• L••••• S••••• L••, G•••••• I•
independent RIA
- 25% of this office left for other firms in the last six months (latest 2026-09-16)
  2026-09-16 (10 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
Direct
published business email at leelynsmith.com (firm_website); LinkedIn profile
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.
M••••••• L••• L•• F•••••••• L••, R••••••••• C•
broker-dealer affiliated
- this office went from 48 to 34 registered advisors over the last year, with 19 leaving for other firms (latest 2026-09-16)
  2026-09-16 (10 days ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at lpl.com (apollo)
Before a call: practice size.
S•••• B••••••••• L•• F•••••••• L••, R••••••••• C•
broker-dealer affiliated
- this office went from 48 to 34 registered advisors over the last year, with 19 leaving for other firms (latest 2026-09-16)
  2026-09-16 (10 days ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at safeharborpw.com (apollo)
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
M••••••• S•••• L••••• S••••• L••, G•••••• I•
independent RIA
- 25% of this office left for other firms in the last six months (latest 2026-09-16)
  2026-09-16 (10 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
Direct
published business email at leelynsmith.com (firm_website)
Who else to call: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J••••• M•••••••• L•• F•••••••• L••, R••••••••• C•
broker-dealer affiliated
- this office went from 48 to 34 registered advisors over the last year, with 19 leaving for other firms (latest 2026-09-16)
  2026-09-16 (10 days ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at lpl.com (apollo)
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
A••••• G••••• L••••• S••••• L••, G•••••• I•
independent RIA
- 25% of this office left for other firms in the last six months (latest 2026-09-16)
  2026-09-16 (10 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
Direct
published business email at leelynsmith.com (firm_website); LinkedIn profile
Who else to call: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
C•••••• H•••••• L••••• S••••• L••, G•••••• I•
independent RIA
- 25% of this office left for other firms in the last six months (latest 2026-09-16)
  2026-09-16 (10 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
Direct
published business email at leelynsmith.com (firm_website)
Who else to call: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
R•••••• T•••• L•• F•••••••• L••, R••••••••• C•
broker-dealer affiliated
- this office went from 48 to 34 registered advisors over the last year, with 19 leaving for other firms (latest 2026-09-16)
  2026-09-16 (10 days ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at lpl.com (apollo)
Before a call: practice size.
J•• H•••••••• L•• F•••••••• L••, R••••••••• C•
broker-dealer affiliated
- this office went from 48 to 34 registered advisors over the last year, with 19 leaving for other firms (latest 2026-09-16)
  2026-09-16 (10 days ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at lpl.com (apollo)
Before a call: practice size.
T••••• B•••• L•• F•••••••• L••, R••••••••• C•
broker-dealer affiliated
- this office went from 48 to 34 registered advisors over the last year, with 19 leaving for other firms (latest 2026-09-16)
  2026-09-16 (10 days ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at lpl.com (apollo)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size.
E••• A••••••• L•• F•••••••• L••, R••••••••• C•
broker-dealer affiliated
- this office went from 48 to 34 registered advisors over the last year, with 19 leaving for other firms (latest 2026-09-16)
  2026-09-16 (10 days ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at lpl.com (apollo)
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
S••• P••••••• L••••• S••••• L••, G•••••• I•
independent RIA
- 25% of this office left for other firms in the last six months (latest 2026-09-16)
  2026-09-16 (10 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
Direct
published business email at leelynsmith.com (firm_website); LinkedIn profile
Who else to call: 9 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••••• Z••••• L•• E••••••••• L••, R••••••••• C•
broker-dealer affiliated
- this office went from 48 to 34 registered advisors over the last year, with 19 leaving for other firms (latest 2026-09-16)
  2026-09-16 (10 days ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at prudential.com (apollo); LinkedIn profile
Missing: a usable practice size; the current role; who works with them (team unresolved).
Before a call: practice size.
R••• K••••••••• L••••• S••••• L••, G•••••• I•
independent RIA
- 25% of this office left for other firms in the last six months (latest 2026-09-16)
  2026-09-16 (10 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
Direct
published business email at leelynsmith.com (firm_website); LinkedIn profile
Who else to call: 9 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••••• M•••••• L•• F•••••••• L••, R••••••••• C•
broker-dealer affiliated
- this office went from 48 to 34 registered advisors over the last year, with 19 leaving for other firms (latest 2026-09-16)
  2026-09-16 (10 days ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
L••••••• profile; catch-all email at lpl.com, not verified
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.
A•••• D••••••••• L•• F•••••••• L••, R••••••••• C•
broker-dealer affiliated
- this office went from 48 to 34 registered advisors over the last year, with 19 leaving for other firms (latest 2026-09-16)
  2026-09-16 (10 days ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at lpl.com
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
J••• Y••••••••• L•• F•••••••• L••, R••••••••• C•
broker-dealer affiliated
- this office went from 48 to 34 registered advisors over the last year, with 19 leaving for other firms (latest 2026-09-16)
  2026-09-16 (10 days ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at lpl.com
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
J••• C•••••• L•• F•••••••• L••, R••••••••• C•
broker-dealer affiliated
- this office went from 48 to 34 registered advisors over the last year, with 19 leaving for other firms (latest 2026-09-16)
  2026-09-16 (10 days ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at lpl.com
Business ties: Some: 1 operating or professional business 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.
R••••• M••••••••• L•• F•••••••• L••, R••••••••• C•
broker-dealer affiliated
- this office went from 48 to 34 registered advisors over the last year, with 19 leaving for other firms (latest 2026-09-16)
  2026-09-16 (10 days ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at lpl.com
Who else to call: 1 related advisor (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•••• S••••••• L•• F•••••••• L••, R••••••••• C•
broker-dealer affiliated
- this office went from 48 to 34 registered advisors over the last year, with 19 leaving for other firms (latest 2026-09-16)
  2026-09-16 (10 days ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at lpl.com
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
J•••• N•••• L•• F•••••••• L••, R••••••••• C•
broker-dealer affiliated
- this office went from 48 to 34 registered advisors over the last year, with 19 leaving for other firms (latest 2026-09-16)
  2026-09-16 (10 days ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at lpl.com
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
C••••••••• G•••• L•• F•••••••• L••, R••••••••• C•
broker-dealer affiliated
- this office went from 48 to 34 registered advisors over the last year, with 19 leaving for other firms (latest 2026-09-16)
  2026-09-16 (10 days ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at lpl.com
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
C••••••• G••••• L•• F•••••••• L••, R••••••••• C•
broker-dealer affiliated
- this office went from 48 to 34 registered advisors over the last year, with 19 leaving for other firms (latest 2026-09-16)
  2026-09-16 (10 days ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at lpl.com
Business ties: Some: 2 operating or professional businesses on file. A measure of business ties, not of book size or clients.
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; the current role; who works with them (team unresolved).
Before a call: practice size.
S•••• A••••••• L•• F•••••••• L••, R••••••••• C•
broker-dealer affiliated
- this office went from 48 to 34 registered advisors over the last year, with 19 leaving for other firms (latest 2026-09-16)
  2026-09-16 (10 days ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at lpl.com
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
K••••• B••••• L•• F•••••••• L••, R••••••••• C•
broker-dealer affiliated
- this office went from 48 to 34 registered advisors over the last year, with 19 leaving for other firms (latest 2026-09-16)
  2026-09-16 (10 days ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at lpl.com
Before a call: practice size.
E•••••••• K••••• L•• E••••••••• L••, R••••••••• C•
broker-dealer affiliated
- this office went from 48 to 34 registered advisors over the last year, with 19 leaving for other firms (latest 2026-09-16)
  2026-09-16 (10 days ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
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).
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
T••••• R••• L•• E••••••••• L••, R••••••••• C•
broker-dealer affiliated
- this office went from 48 to 34 registered advisors over the last year, with 19 leaving for other firms (latest 2026-09-16)
  2026-09-16 (10 days ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
J••••••• L••••••• L•• E••••••••• L••, R••••••••• C•
broker-dealer affiliated
- this office went from 48 to 34 registered advisors over the last year, with 19 leaving for other firms (latest 2026-09-16)
  2026-09-16 (10 days ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
B•••••• S••••• L•• E••••••••• L••, R••••••••• C•
broker-dealer affiliated
- this office went from 48 to 34 registered advisors over the last year, with 19 leaving for other firms (latest 2026-09-16)
  2026-09-16 (10 days ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
A••••• T•••••••• L•• F•••••••• L••, R••••••••• C•
broker-dealer affiliated
- this office went from 48 to 34 registered advisors over the last year, with 19 leaving for other firms (latest 2026-09-16)
  2026-09-16 (10 days ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
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.
J•••• B••••• L•• E••••••••• L••, R••••••••• C•
broker-dealer affiliated
- passed the Series 65 on 2025-10-22 while already holding the Series 66; the 65 lets an adviser register without a broker-dealer
  2025-10-22 (11 months ago). At B•••••••••, 13.6% with this moved within a year against 5.3% without it (2.6x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- this office went from 48 to 34 registered advisors over the last year, with 19 leaving for other firms (latest 2026-09-16)
  2026-09-16 (10 days ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
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.
F•••• H••••••• L•• F•••••••• L••, R••••••••• C•
broker-dealer affiliated
- this office went from 48 to 34 registered advisors over the last year, with 19 leaving for other firms (latest 2026-09-16)
  2026-09-16 (10 days ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
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.
G••••• H••••••••• I• L•• F•••••••• L••, R••••••••• C•
broker-dealer affiliated
- this office went from 48 to 34 registered advisors over the last year, with 19 leaving for other firms (latest 2026-09-16)
  2026-09-16 (10 days ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
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.
R••••• D•••• L•• E••••••••• L••, R••••••••• C•
broker-dealer affiliated
- this office went from 48 to 34 registered advisors over the last year, with 19 leaving for other firms (latest 2026-09-16)
  2026-09-16 (10 days ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
M••••••• M•••••••• L•• E••••••••• L••, R••••••••• C•
broker-dealer affiliated
- this office went from 48 to 34 registered advisors over the last year, with 19 leaving for other firms (latest 2026-09-16)
  2026-09-16 (10 days ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
P••••• P•••••••• 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
Firm level
catch-all email (domain accepts every address, unverifiable) at ubs.com
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.

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