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

Charles Enders Eagle Strategies LLC, Franklin, Tn
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 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).
- passed an adviser exam (S65) on 2026-05-23 after 14 years in the industry, not as part of a same-week firm licensing class
  2026-05-23 (4 months ago). At broker-dealer affiliated firms, 8.8% with this moved within a year against 5.3% without it (1.7x, 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
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; joined the current firm under a year ago.
Shanan Boyd Eagle Strategies LLC, Franklin, Tn
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 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).
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.
Frederick Rich Eagle Strategies LLC, Franklin, Tn
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 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).
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••• Z•• F••••••••• I•••, N•• Y•••• N•
independent RIA
- 22% of this office left for other firms in the last six months (latest 2026-09-09)
  2026-09-09 (17 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; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at zoefin.com (apollo); LinkedIn profile
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: joined the current firm under a year ago.
M•••••• S•••••••• P•••••••• S••••••••• I•••, M••••••• N•
broker-dealer affiliated
- 20% of this office left for other firms in the last six months (latest 2026-09-09)
  2026-09-09 (17 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
firm contact form or inbox
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
D••••• L••• P•••••••• S••••••••• I•••, M••••••• N•
broker-dealer affiliated
- 20% of this office left for other firms in the last six months (latest 2026-09-09)
  2026-09-09 (17 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 principal.com; firm contact form or inbox
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
D••••• R•••• M••••• S••••••, W••••• C••••• C•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-09-09. null went to U••
  2026-09-09 (17 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•••• F••••• V••••••• to U••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
inferred email (firm style, deliverability sampled) at morganstanley.com
Before a call: practice size.
R•••••• I•••• P•••••••• S••••••••• I•••, M••••••• N•
broker-dealer affiliated
- 20% of this office left for other firms in the last six months (latest 2026-09-09)
  2026-09-09 (17 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
firm contact form or inbox
Before a call: practice size.
J••• H•••• P•••••••• S••••••••• I•••, M••••••• N•
broker-dealer affiliated
- 20% of this office left for other firms in the last six months (latest 2026-09-09)
  2026-09-09 (17 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).
- passed an adviser exam (S66) on 2026-02-14 after 19 years in the industry, not as part of a same-week firm licensing class
  2026-02-14 (7 months ago). At B•••••••••, 8.8% with this moved within a year against 5.3% without it (1.7x, 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: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
P•••••• B••••••••• Z•• F••••••••• I•••, N•• Y•••• N•
independent RIA
- 22% of this office left for other firms in the last six months (latest 2026-09-09)
  2026-09-09 (17 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; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a contact route.
R••••• G••• Z•• F••••••••• I•••, N•• Y•••• N•
independent RIA
- 22% of this office left for other firms in the last six months (latest 2026-09-09)
  2026-09-09 (17 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; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 14 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a contact route.
J••• B•••••••• Z•• F••••••••• I•••, N•• Y•••• N•
independent RIA
- 22% of this office left for other firms in the last six months (latest 2026-09-09)
  2026-09-09 (17 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; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a contact route.
S•••• M••••• Z•• F••••••••• I•••, N•• Y•••• N•
independent RIA
- 22% of this office left for other firms in the last six months (latest 2026-09-09)
  2026-09-09 (17 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; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a contact route; joined the current firm under a year ago.
C•••• M••• Z•• F••••••••• I•••, N•• Y•••• N•
independent RIA
- 22% of this office left for other firms in the last six months (latest 2026-09-09)
  2026-09-09 (17 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; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a contact route; joined the current firm under a year ago.
M•••••• W••••• Z•• F••••••••• I•••, N•• Y•••• N•
independent RIA
- 22% of this office left for other firms in the last six months (latest 2026-09-09)
  2026-09-09 (17 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; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a contact route.
A••••• G••••• Z•• F••••••••• I•••, N•• Y•••• N•
independent RIA
- 22% of this office left for other firms in the last six months (latest 2026-09-09)
  2026-09-09 (17 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; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a contact route.
F•••••••• M•••• B•••• D• B••••• S••••••••• L••, M••••• F•
state-registered adviser
- 36% of this office left for other firms in the last six months (latest 2026-09-08)
  2026-09-08 (18 days ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 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
Professional
L••••••• profile; catch-all email at bancodobrasilsecurities.com, not verified
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.
R•••• L••• S•••• B•••• D• B••••• S••••••••• L••, M••••• F•
state-registered adviser
- 36% of this office left for other firms in the last six months (latest 2026-09-08)
  2026-09-08 (18 days ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 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 bancodobrasilsecurities.com
Business ties: Some: 2 operating or professional businesses 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.
F•••• R••• N•••••• G••••• B•••• D• B••••• S••••••••• L••, M••••• F•
state-registered adviser
- 36% of this office left for other firms in the last six months (latest 2026-09-08)
  2026-09-08 (18 days ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 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 bancodobrasilsecurities.com
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).
Before a call: practice size.
M•••• I••••••••• B•••• D• B••••• S••••••••• L••, M••••• F•
state-registered adviser
- 36% of this office left for other firms in the last six months (latest 2026-09-08)
  2026-09-08 (18 days ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 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 bancodobrasilsecurities.com
Missing: a usable practice size; the current role; who works with them (team unresolved).
Before a call: practice size.
A•• M••• B•••• D• B••••• S••••••••• L••, M••••• F•
state-registered adviser
- 36% of this office left for other firms in the last six months (latest 2026-09-08)
  2026-09-08 (18 days ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 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 bancodobrasilsecurities.com
Business ties: Some: 1 nonprofit or civic board/officer role on file. A measure of business ties, not of book size or clients.
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
K•••• S•••• B•••• D• B••••• S••••••••• L••, M••••• F•
state-registered adviser
- 36% of this office left for other firms in the last six months (latest 2026-09-08)
  2026-09-08 (18 days ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 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 bancodobrasilsecurities.com
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size; joined the current firm under a year ago.
B•••••• D•••••• B•••• D• B••••• S••••••••• L••, M••••• F•
state-registered adviser
- 36% of this office left for other firms in the last six months (latest 2026-09-08)
  2026-09-08 (18 days ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 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 bancodobrasilsecurities.com
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
O••• F•• J••• M••••• S••••••••• L••, N•• Y•••• N•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-09-07. null went to U••
  2026-09-07 (19 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).
  J••••• Z•••• to U••
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.
B•••• A••••• C•••••• S••••• • C••• I•••, W••••••• H••••• C•
brokerage advisory
- 22% of this office left for other firms in the last six months (latest 2026-09-05)
  2026-09-05 (21 days ago). At B•••••••••, 12.1% with this moved within a year against 4.5% without it (2.7x, 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: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
R••• R••••••••• C•••••• S••••• • C••• I•••, W••••••• H••••• C•
brokerage advisory
- 22% of this office left for other firms in the last six months (latest 2026-09-05)
  2026-09-05 (21 days ago). At B•••••••••, 12.1% with this moved within a year against 4.5% without it (2.7x, 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: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
G••••••• M•••••• C•••••• S••••• • C••• I•••, W••••••• H••••• C•
brokerage advisory
- 22% of this office left for other firms in the last six months (latest 2026-09-05)
  2026-09-05 (21 days ago). At B•••••••••, 12.1% with this moved within a year against 4.5% without it (2.7x, 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: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route; joined the current firm under a year ago.
S•••• B••• C•••••• S••••• • C••• I•••, W••••••• H••••• C•
brokerage advisory
- 22% of this office left for other firms in the last six months (latest 2026-09-05)
  2026-09-05 (21 days ago). At B•••••••••, 12.1% with this moved within a year against 4.5% without it (2.7x, 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: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
T••• B••••• C•••••• S••••• • C••• I•••, W••••••• H••••• C•
brokerage advisory
- 22% of this office left for other firms in the last six months (latest 2026-09-05)
  2026-09-05 (21 days ago). At B•••••••••, 12.1% with this moved within a year against 4.5% without it (2.7x, 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: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
S••• G••• C•••••• S••••• • C••• I•••, W••••••• H••••• C•
brokerage advisory
- 22% of this office left for other firms in the last six months (latest 2026-09-05)
  2026-09-05 (21 days ago). At B•••••••••, 12.1% with this moved within a year against 4.5% without it (2.7x, 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: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
R••••• O••••••••• C•••••• S••••• • C••• I•••, W••••••• H••••• C•
brokerage advisory
- 22% of this office left for other firms in the last six months (latest 2026-09-05)
  2026-09-05 (21 days ago). At B•••••••••, 12.1% with this moved within a year against 4.5% without it (2.7x, 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: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
A••• A•••••• C•••••• S••••• • C••• I•••, W••••••• H••••• C•
brokerage advisory
- 22% of this office left for other firms in the last six months (latest 2026-09-05)
  2026-09-05 (21 days ago). At B•••••••••, 12.1% with this moved within a year against 4.5% without it (2.7x, 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: 8 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.
R••• H•••••••• C•••••• S••••• • C••• I•••, W••••••• H••••• C•
brokerage advisory
- 22% of this office left for other firms in the last six months (latest 2026-09-05)
  2026-09-05 (21 days ago). At B•••••••••, 12.1% with this moved within a year against 4.5% without it (2.7x, 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: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
F•••••• C••••••• U•• F•••••••• S••••••• I•••, W••• P••• B••••• F•
wirehouse
- this office went from 32 to 23 registered advisors over the last year, with 11 leaving for other firms (latest 2026-09-04)
  2026-09-04 (22 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
Direct
verified business email at ubs.com (apollo)
Who else to call: 13 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
D•••• G•••• A•••• I••••••••• G••••, W••••• P•
independent RIA
- this office went from 17 to 12 registered advisors over the last year, with 6 leaving for other firms (latest 2026-09-04)
  2026-09-04 (22 days 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
No team seen
Contact
Direct
verified business email at aldeninvestmentgroup.com (hunter)
Who else to call: 13 related advisors, 13 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J••• L•••••• U•• F•••••••• S••••••• I•••, W••• P••• B••••• F•
wirehouse
- this office went from 32 to 23 registered advisors over the last year, with 11 leaving for other firms (latest 2026-09-04)
  2026-09-04 (22 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
Direct
verified business email at ubs.com (apollo); LinkedIn profile
Before a call: practice size.
N••••• S•••••• A•••• I••••••••• G••••, W••••• P•
independent RIA
- this office went from 17 to 12 registered advisors over the last year, with 6 leaving for other firms (latest 2026-09-04)
  2026-09-04 (22 days 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
No team seen
Contact
Direct
direct line printed for this person; LinkedIn profile
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: 13 related advisors, 13 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.
A•••• W••••••• A•••• C••••••, W••••• P•
independent RIA
- this office went from 17 to 12 registered advisors over the last year, with 6 leaving for other firms (latest 2026-09-04)
  2026-09-04 (22 days 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
No team seen
Contact
Direct
direct line printed for this person; LinkedIn profile
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: 28 related advisors, 20 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•••••• D•••• A•••• I••••••••• G••••, W••••• P•
independent RIA
- this office went from 17 to 12 registered advisors over the last year, with 6 leaving for other firms (latest 2026-09-04)
  2026-09-04 (22 days 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
No team seen
Contact
Direct
direct line printed for this person; LinkedIn profile
Business ties: Some: 1 real-estate entity on file. A measure of business ties, not of book size or clients.
Who else to call: 13 related advisors, 13 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.
M••• G•••••• U•• F•••••••• S••••••• I•••, W••• P••• B••••• F•
wirehouse
- this office went from 32 to 23 registered advisors over the last year, with 11 leaving for other firms (latest 2026-09-04)
  2026-09-04 (22 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
Professional
L••••••• profile; catch-all email at ubs.com, not verified
Business ties: Some: 1 nonprofit or civic board/officer role on file. A measure of business ties, not of book size or clients.
Who else to call: 13 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.

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