Advisors to call now

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

David Kopyc Retirement Planning Group, LLC, Malta, Ny
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-04. null went to Silver Oak Securities, Inc.
  2026-09-04 (22 days ago). At independent RIAs, 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).
  Nicolas Dumas to SILVER OAK SECURITIES, INC.
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).
Brian Hawley Freedom Investment Management, Inc., South Windsor, Ct
independent RIA
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-08-10. null went to 3d Advisor Group, Inc.
  2026-08-10 (47 days ago). At independent RIAs, 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).
  Scott Hawley to 3D ADVISOR GROUP, INC.
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).
Lance Polverini J.P. Morgan Securities LLC, Los Angeles, Ca
wirehouse
- 3 prior co-move teammates left the firm for another firm, most recently on 2026-08-07. null went to Wells Fargo
  2026-08-07 (50 days ago). At JPMorgan, 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).
  Esteban Amaya to Wells Fargo
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.
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).
D••• L•••••• B••••• A•••••••, G•••••••• V••••••• C•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-13. null went to C•••••••••
  2026-07-13 (3 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).
  A••••• B••••••••• to C•••••••••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable $64M to $114M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Unresolved
no contact route found
Business ties: On file: 1 financial services. A measure of business ties, not of book size or clients.
Who else to call: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a contact route; joined the current firm under a year ago.
K•••• M•••••••• K•• F•••••••• P••••••• • W••••• M••••••••• L••, S•• C••••••• I•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-15. null went to I•• W••••• M••••••••• I•••
  2026-04-15 (5 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).
  R••••• S•••• to I•• W••••• M••••••••• I•••
Timing
Timing
Value
$100M+
Personal book $211M; portable $180M to $201M, revenue $250K to $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: joined the current firm under a year ago.
G•••••• C••••••• T•• C••••••• G•••• L••, W••••••• M•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-07. null went to I••••••••• W••••• C••••••• L••
  2026-04-07 (6 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).
  J••• M•••••• to I••••••••• W••••• C••••••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable $211M to $236M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at thecliffordgrp.com (firm_website); LinkedIn profile
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).
C•••• B•••• J••• M••••• S••••••••• L••, P••• B•••• G••••••• F•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-14. null went to M••••• S••••••
  2026-04-14 (6 months 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).
  M•••••• B•••••••• to M••••• S••••••
Timing
Timing
measured at this firm
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
4 move with them
Contact
Professional
L••••••• profile; catch-all email at jpmorgan.com, not verified
Missing: a usable practice size; who works with them (team unresolved).
R••••• D••••• J••• M••••• S••••••••• L••, P••• B•••• G••••••• F•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-14. null went to M••••• S••••••
  2026-04-14 (6 months 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).
  M•••••• B•••••••• to M••••• S••••••
Timing
Timing
measured at this firm
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 40 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: a contact route.
R•••• R•••••••• J••• M••••• S••••••••• L••, J••••••• F•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-14. null went to M••••• S••••••
  2026-04-14 (6 months 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).
  M•••••• B•••••••• to M••••• S••••••
Timing
Timing
measured at this firm
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
4 move with them
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).
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: a contact route.
T••••••• P••••••••• J••• M••••• S••••••••• L••, P••• B•••• G••••••• F•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-14. null went to M••••• S••••••
  2026-04-14 (6 months 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).
  M•••••• B•••••••• to M••••• S••••••
Timing
Timing
measured at this firm
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 37 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: a contact route.
J••••• G••••• J••• M••••• S••••••••• L••, P••• B•••• G••••••• F•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-14. null went to M••••• S••••••
  2026-04-14 (6 months 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).
  M•••••• B•••••••• to M••••• S••••••
Timing
Timing
measured at this firm
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 17 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; the current role; who works with them (team unresolved).
Before a call: a contact route.
H•••• L•• J••• M••••• S••••••••• L••, C••• O• I•••••••• C•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-02. null went to W•••• F••••
  2026-06-02 (4 months 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).
  B•••••• H••••• to W•••• F••••
Timing
Timing
measured at this firm
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
3 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
R••• B••••••• J••• M••••• S••••••••• L••, S•••• M•••••• C•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-02. null went to W•••• F••••
  2026-06-02 (4 months 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).
  B•••••• H••••• to W•••• F••••
Timing
Timing
measured at this firm
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
3 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
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).
N•••• T••••• J••• M••••• S••••••••• L••, D•••••••• B••••• F•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-02. null went to W•••• F••••
  2026-06-02 (4 months 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).
  B•••••• H••••• to W•••• F••••
Timing
Timing
measured at this firm
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
3 move with them
Contact
Unresolved
no contact route found
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: a contact route.
M••• R•••••••• J••• M••••• S••••••••• L••, G••••• C•••• N•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-18. null went to A••••• A•• P••••••• S•••••••
  2026-08-18 (39 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).
  L•••• P•••••• to A••••• A•• P••••••• S•••••••
Timing
Timing
measured at this firm
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
2 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Who else to call: 41 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
M••••••••• F••••• J••• M••••• S••••••••• L••, P••••••• M•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-18. null went to A••••• A•• P••••••• S•••••••
  2026-08-18 (39 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).
  L•••• P•••••• to A••••• A•• P••••••• S•••••••
Timing
Timing
measured at this firm
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
2 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Missing: a usable practice size; who works with them (team unresolved).
S•••••••• P•••••• J••• M••••• S••••••••• L••, S••••• I•••••• N•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-18. null went to A••••• A•• P••••••• S•••••••
  2026-08-18 (39 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).
  L•••• P•••••• to A••••• A•• P••••••• S•••••••
Timing
Timing
measured at this firm
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
2 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.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).
A••• T••••• J••• M••••• S••••••••• L••, V•• N•••• C•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-31. null went to W•••• F••••
  2026-08-31 (26 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).
  C••••••••• J•••••• to W•••• F••••
Timing
Timing
measured at this firm
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: a contact route.
G••••••• F•••••••• F•••••••• W••••• M•••••••••, D•••••• F•
state-registered adviser
- a prior co-move teammate left the firm for an independent RIA on 2026-05-05. null went to C• A••••••• S•••••••
  2026-05-05 (5 months ago). At A••, 9.2% with this moved within a year against 4.9% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  J••••• A•••• to C• A••••••• S•••••••
Timing
Timing
Value
$25M+
Personal book $51M; portable $43M to $48M, revenue $100K to $1M (transfer share is a judgment)
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.
A••••• B•••••• K•••••• F•••••••• A••••••• S•••••••, M••••••••• K•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-09-15. null went to I••••••••• W••••• C••••••• L••
  2026-09-15 (11 days 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).
  B••••• Z•••••••• to I••••••••• W••••• C••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Professional
professional profile page
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.
B••••• M•••••••• K•••••• F•••••••• A••••••• S•••••••, M••••••••• K•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-09-15. null went to I••••••••• W••••• C••••••• L••
  2026-09-15 (11 days 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).
  B••••• Z•••••••• to I••••••••• W••••• C••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Professional
professional profile page
Who else to call: 14 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.
B••••••• J•••••• K•••••• F•••••••• A••••••• S•••••••, M••••••••• K•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-09-15. null went to I••••••••• W••••• C••••••• L••
  2026-09-15 (11 days 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).
  B••••• Z•••••••• to I••••••••• W••••• C••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 14 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.
B••••••• F••• K•••••• F•••••••• A••••••• S•••••••, M••••••••• K•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-09-15. null went to I••••••••• W••••• C••••••• L••
  2026-09-15 (11 days 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).
  B••••• Z•••••••• to I••••••••• W••••• C••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 14 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.
T•••••• W••••• K•••••• F•••••••• A••••••• S•••••••, M••••••••• K•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-09-15. null went to I••••••••• W••••• C••••••• L••
  2026-09-15 (11 days 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).
  L•••• W•••• to I••••••••• W••••• C••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 14 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.
K••••• H••••• K•••••• F•••••••• A••••••• S•••••••, M••••••••• K•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-09-15. null went to I••••••••• W••••• C••••••• L••
  2026-09-15 (11 days 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).
  L•••• W•••• to I••••••••• W••••• C••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 14 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.
B•••• L••••• K•••••• F•••••••• A••••••• S•••••••, M••••••••• K•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-09-15. null went to I••••••••• W••••• C••••••• L••
  2026-09-15 (11 days 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).
  L•••• W•••• to I••••••••• W••••• C••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Professional
professional profile page
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
G••••• R••• K•••••• F•••••••• A••••••• S•••••••, M••••••••• K•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-09-15. null went to I••••••••• W••••• C••••••• L••
  2026-09-15 (11 days 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).
  B••••• Z•••••••• to I••••••••• W••••• C••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Professional
professional profile page
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
C••••••••• K••• K•••••• F•••••••• A••••••• S•••••••, M••••••••• K•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-09-15. null went to I••••••••• W••••• C••••••• L••
  2026-09-15 (11 days 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).
  B••••• Z•••••••• to I••••••••• W••••• C••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 14 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.
E•••• C••••••• K•••••• F•••••••• A••••••• S•••••••, M••••••••• K•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-09-15. null went to I••••••••• W••••• C••••••• L••
  2026-09-15 (11 days 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).
  B••••• Z•••••••• to I••••••••• W••••• C••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Professional
L••••••• profile
Who else to call: 14 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••••• Z•••••• K•••••• F•••••••• A••••••• S•••••••, M••••••••• K•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-09-15. null went to I••••••••• W••••• C••••••• L••
  2026-09-15 (11 days 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).
  L•••• W•••• to I••••••••• W••••• C••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 14 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.
O••••• H•••••• J••• M••••• S••••••••• L••, L•• V••••• N•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-18. null went to M••••••
  2026-08-18 (39 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).
  L••• O••••••• to M••••••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
9 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
J••••••• H•••••••• J••• M••••• S••••••••• L••, B••••••• N•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-18. null went to M••••••
  2026-08-18 (39 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).
  L••• O••••••• to M••••••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
9 move with them
Contact
Unresolved
no contact route found
Who else to call: 4 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.
M•••••• R••• J••• M••••• S••••••••• L••, T••••• A•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-18. null went to M••••••
  2026-08-18 (39 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).
  L••• O••••••• to M••••••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
9 move with them
Contact
Unresolved
no contact route found
Who else to call: 3 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.
S••• R•••••• J••• M••••• S••••••••• L••, K•••• P•••• N•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-18. null went to M••••••
  2026-08-18 (39 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).
  L••• O••••••• to M••••••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
9 move with them
Contact
Unresolved
no contact route found
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.
E••••• W••• J••• M••••• S••••••••• L••, M••••• P••••• N•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-18. null went to M••••••
  2026-08-18 (39 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).
  L••• O••••••• to M••••••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
9 move with them
Contact
Unresolved
no contact route found
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.
S•••••• C•••• J••• M••••• S••••••••• L••, B••••••• N•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-18. null went to M••••••
  2026-08-18 (39 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).
  L••• O••••••• to M••••••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
9 move with them
Contact
Unresolved
no contact route found
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
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.
F•••• P••••••••• J••• M••••• S••••••••• L••, M••••••••• N•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-18. null went to M••••••
  2026-08-18 (39 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).
  L••• O••••••• to M••••••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
9 move with them
Contact
Unresolved
no contact route found
Who else to call: 3 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.
J•••••• W•••••••• S•••••• P••••••• I••••••••• A•••••••• L••, C••••••••• V•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-16. null went to W•••• F••••
  2026-04-16 (5 months 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).
  V••••••• K••••• to W•••• F••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
9 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 11 related advisors, 7 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••••••• W•••• S•••••• P••••••• I••••••••• A•••••••• L••, S•••••••• C•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-16. null went to W•••• F••••
  2026-04-16 (5 months 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).
  V••••••• K••••• to W•••• F••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
9 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 19 related advisors, 7 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.

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