Advisors to call now

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

Steven Minkoff Northrock Partners, LLC, Minneapolis, Mn
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-19. null went to Empirical Wealth Management
  2026-05-19 (4 months ago). At independent RIAs, 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).
  Sean Hanson to EMPIRICAL WEALTH MANAGEMENT
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Direct
published business email at northrockpartners.com (firm_website); LinkedIn profile
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).
Before a call: practice size.
Courtney Horn Northrock Partners, LLC, Minneapolis, Mn
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-19. null went to Empirical Wealth Management
  2026-05-19 (4 months ago). At independent RIAs, 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).
  Sean Hanson to EMPIRICAL WEALTH MANAGEMENT
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Direct
published business email at northrockpartners.com (firm_website); LinkedIn profile
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).
Before a call: practice size.
Alison Diessner Northrock Partners, LLC, Minneapolis, Mn
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-19. null went to Empirical Wealth Management
  2026-05-19 (4 months ago). At independent RIAs, 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).
  Sean Hanson to EMPIRICAL WEALTH MANAGEMENT
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Direct
published business email at northrockpartners.com (firm_website); LinkedIn profile
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).
Before a call: practice size.
E•••• N•••••••• N•••••••• P•••••••• L••, M••••••••• M•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-19. null went to E•••••••• W••••• M•••••••••
  2026-05-19 (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).
  S••• H••••• to E•••••••• W••••• M•••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Firm level
firm main line
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; who works with them (team unresolved).
Before a call: practice size.
J•••• M••••••• P•• W••••• M•••••••••, A•••••• T•
bank affiliated
- a prior co-move teammate left the firm for an independent RIA on 2026-05-06. null went to B•••••• A•••• M••••••••• I•••
  2026-05-06 (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).
  M••••• O••••••• to B•••••• A•••• M••••••••• I•••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Direct
verified business email at pnc.com (hunter)
Missing: a usable practice size; the current role; who works with them (team unresolved).
Before a call: practice size.
J•••• M•••• P•• W••••• M•••••••••, A•••••• T•
bank affiliated
- a prior co-move teammate left the firm for an independent RIA on 2026-05-06. null went to B•••••• A•••• M••••••••• I•••
  2026-05-06 (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).
  M••••• O••••••• to B•••••• A•••• M••••••••• I•••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Direct
verified business email at pnc.com (firm_style_estimate)
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
J••••• C••••••••• P•• W••••• M•••••••••, A•••••• T•
bank affiliated
- a prior co-move teammate left the firm for an independent RIA on 2026-05-06. null went to B•••••• A•••• M••••••••• I•••
  2026-05-06 (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).
  M••••• O••••••• to B•••••• A•••• M••••••••• I•••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Direct
verified business email at pnc.com (firm_style_estimate)
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
C•••••••• T••• P•• W••••• M•••••••••, A•••••• T•
bank affiliated
- a prior co-move teammate left the firm for an independent RIA on 2026-05-06. null went to B•••••• A•••• M••••••••• I•••
  2026-05-06 (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).
  M••••• O••••••• to B•••••• A•••• M••••••••• I•••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Direct
verified business email at pnc.com (firm_style_estimate)
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
D•••• E•••••• P•• W••••• M•••••••••, H••••••• T•
bank affiliated
- a prior co-move teammate left the firm for an independent RIA on 2026-05-06. null went to B•••••• A•••• M••••••••• I•••
  2026-05-06 (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).
  M••••• O••••••• to B•••••• A•••• M••••••••• I•••
- passed an adviser exam (S66) on 2026-01-20 after 20 years in the industry, not as part of a same-week firm licensing class
  2026-01-20 (8 months ago). At B•••••••••, 10.3% with this moved within a year against 7.5% without it (1.4x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Firm level
inferred email (firm style, deliverability sampled) at pnc.com
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
M•••• S••••••• P•• W••••• M•••••••••, A•••••• T•
bank affiliated
- a prior co-move teammate left the firm for an independent RIA on 2026-05-06. null went to B•••••• A•••• M••••••••• I•••
  2026-05-06 (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).
  M••••• O••••••• to B•••••• A•••• M••••••••• I•••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 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.
L•••• J•••• V••••• C•••••• M••••••••• L••, B••••••••• T•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-27. null went to A•••••• S•••• W••••• M••••••••• L••
  2026-04-27 (5 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).
  M•••••• W•••••• to A•••••• S•••• W••••• M••••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Firm level
firm main line
Who else to call: 5 related advisors, 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.
V••••••• T••••• V••••• C•••••• M••••••••• L••, B••••••••• T•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-27. null went to A•••••• S•••• W••••• M••••••••• L••
  2026-04-27 (5 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).
  M•••••• W•••••• to A•••••• S•••• W••••• M••••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Firm level
firm main line
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
T•••••• P••••••• V••••• C•••••• M••••••••• L••, B••••••••• T•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-27. null went to A•••••• S•••• W••••• M••••••••• L••
  2026-04-27 (5 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).
  M•••••• W•••••• to A•••••• S•••• W••••• M••••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Firm level
firm main line
Who else to call: 4 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•••• A••••••• V••••• C•••••• M••••••••• L••, B••••••••• T•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-27. null went to A•••••• S•••• W••••• M••••••••• L••
  2026-04-27 (5 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).
  M•••••• W•••••• to A•••••• S•••• W••••• M••••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Firm level
firm main line
Who else to call: 5 related advisors, 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.
A••••• B•••••• V••••• C•••••• M••••••••• L••, B••••••••• T•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-27. null went to A•••••• S•••• W••••• M••••••••• L••
  2026-04-27 (5 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).
  M•••••• W•••••• to A•••••• S•••• W••••• M••••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Firm level
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.
T••••• D•••• V••••• C•••••• M••••••••• L••, B••••••••• T•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-27. null went to A•••••• S•••• W••••• M••••••••• L••
  2026-04-27 (5 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).
  M•••••• W•••••• to A•••••• S•••• W••••• M••••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Firm level
firm main line
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; who works with them (team unresolved).
Before a call: practice size.
P••• C••••• A•••• W••••• A•••••••• L••, C••••••• I•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-14. null went to D••• D••••••• • C••
  2026-04-14 (6 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).
  C•••••••• B•••• to D••• D••••••• • C••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Direct
published business email at connerfinancialllc.com (firm_website)
Who else to call: 19 related advisors, 19 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.
K••••• N••••• A•••• W••••• A•••••••• L••, C••••••• I•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-14. null went to D••• D••••••• • C••
  2026-04-14 (6 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).
  C•••••••• B•••• to D••• D••••••• • C••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Direct
published business email at aretewealth.com (firm_website)
Who else to call: 6 related advisors, 3 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.
R••••• B•••• A•••• W••••• A•••••••• L••, W••••••••• G•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-14. null went to D••• D••••••• • C••
  2026-04-14 (6 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).
  C•••••••• B•••• to D••• D••••••• • C••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Professional
professional profile page
Who else to call: 1 related advisor (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•••••• C••••• A•••• W••••• A•••••••• L••, K••••••••• T•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-14. null went to D••• D••••••• • C••
  2026-04-14 (6 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).
  C•••••••• B•••• to D••• D••••••• • C••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Professional
professional profile page
Who else to call: 22 related advisors, 16 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.
C•••••• N••••• A•••• W••••• A•••••••• L••, K••••••••• T•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-14. null went to D••• D••••••• • C••
  2026-04-14 (6 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).
  C•••••••• B•••• to D••• D••••••• • C••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Professional
professional profile page
Who else to call: 16 related advisors, 14 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.
D•••• R•••••• A•••• W••••• A•••••••• L••, C••••••• I•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-14. null went to D••• D••••••• • C••
  2026-04-14 (6 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).
  C•••••••• B•••• to D••• D••••••• • C••
Timing
Timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 5 related advisors, 3 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.
W•••••• S••••••• R•••••••• A•••••••• L••, E••••••••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-13. null went to C••••••• W••••• A••••••• L••
  2026-04-13 (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).
  R••• C••••• to C••••••• W••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
5 move with them
Contact
Professional
professional profile page
Who else to call: 7 related advisors, 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).
A•••••••• S••••••••• R•••••••• A•••••••• L••, E••••••••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-13. null went to C••••••• W••••• A••••••• L••
  2026-04-13 (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).
  R••• C••••• to C••••••• W••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
5 move with them
Contact
Professional
professional profile page
Who else to call: 7 related advisors, 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).
D•••• S•••••• R•••••••• A•••••••• L••, E••••••••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-13. null went to C••••••• W••••• A••••••• L••
  2026-04-13 (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).
  R••• C••••• to C••••••• W••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
5 move with them
Contact
Professional
professional profile page
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).
G••••• S•••• R•••••••• A•••••••• L••, E••••••••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-13. null went to C••••••• W••••• A••••••• L••
  2026-04-13 (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).
  R••• C••••• to C••••••• W••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
5 move with them
Contact
Firm level
firm main line
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).
I••• K•••• J••• M••••• S••••••••• L••, B••••••••• C•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-12. null went to R•• S••••••••• I•••
  2026-08-12 (45 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).
  J•••• M•••••• to R•• S••••••••• I•••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
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).
Before a call: practice size.
T•••• M••••• J••• M••••• S••••••••• L••, N•••••• B••••• C•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-12. null went to R•• S••••••••• I•••
  2026-08-12 (45 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).
  J•••• M•••••• to R•• S••••••••• I•••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Who else to call: 13 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.
L••• J•••• J••• M••••• S••••••••• L••, A•••••••• C•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-12. null went to R•• S••••••••• I•••
  2026-08-12 (45 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).
  J•••• M•••••• to R•• S••••••••• I•••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 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.
E••• A••••••• J••• M••••• S••••••••• L••, S•• J•••• C•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-12. null went to R•• S••••••••• I•••
  2026-08-12 (45 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).
  J•••• M•••••• to R•• S••••••••• I•••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 2 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.
C•••••• R••••••• T•• A•••••••• I•••, R•••••••• V•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-09. null went to U•• S••••••••• I•••
  2026-07-09 (3 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).
  J•••• M••••• to U•• S••••••••• I•••
Timing
Timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 5 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
P•••••• H•••••• T•• A•••••••• I•••, F••• W••••• I•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-09. null went to U•• S••••••••• I•••
  2026-07-09 (3 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).
  J•••• M••••• to U•• S••••••••• I•••
Timing
Timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 15 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
W•••••• H••••••• T•• A•••••••• I•••, K••••••••• T•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-09. null went to U•• S••••••••• I•••
  2026-07-09 (3 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).
  J•••• M••••• to U•• S••••••••• I•••
Timing
Timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Firm level
provider email, not verified at the firm's domain; firm contact form or inbox
Who else to call: 5 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
C••• P•••••• T•• A•••••••• I•••, M••••••• H••••• C•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-09. null went to U•• S••••••••• I•••
  2026-07-09 (3 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).
  J•••• M••••• to U•• S••••••••• I•••
Timing
Timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 5 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
J••• F••• T•• A•••••••• I•••, E•••••• S•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-09. null went to U•• S••••••••• I•••
  2026-07-09 (3 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).
  J•••• M••••• to U•• S••••••••• I•••
Timing
Timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 5 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
M•••••• D••••••• M••••••••• A•••••••• L••, N•• Y•••• N•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-29. null went to R•••••• J••••
  2026-06-29 (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).
  E••• M••••• to R•••••• J••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Direct
verified business email at masterworks.com (hunter)
Who else to call: 17 related advisors, 6 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.
K•••• C•• M••••••••• A•••••••• L••, N•• Y•••• N•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-29. null went to R•••••• J••••
  2026-06-29 (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).
  E••• M••••• to R•••••• J••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Direct
verified business email at masterworks.com (hunter)
Who else to call: 17 related advisors, 6 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.
C••••• L•••••• M••••••••• A•••••••• L••, N•• Y•••• N•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-29. null went to R•••••• J••••
  2026-06-29 (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).
  E••• M••••• to R•••••• J••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Professional
L••••••• profile
Who else to call: 17 related advisors, 6 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.
C•••• M•••• M••••••••• A•••••••• L••, N•• Y•••• N•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-29. null went to R•••••• J••••
  2026-06-29 (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).
  E••• M••••• to R•••••• J••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found (only unverified leads)
Who else to call: 17 related advisors, 6 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: practice size; a contact route.
M•••••• S••••• M••••••••• A•••••••• L••, N•• Y•••• N•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-29. null went to R•••••• J••••
  2026-06-29 (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).
  E••• M••••• to R•••••• J••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 17 related advisors, 6 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.

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