Advisors to call now

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

Mark Carr Focus Partners Wealth, LLC, Chicago, Il
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-06-18. null went to The Mather Group, LLC
  2026-06-18 (3 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).
  Robin Patinkin to THE MATHER GROUP, LLC
Timing
Timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Direct
verified business email at focuspartners.com (hunter)
Who else to call: 29 related advisors, 23 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.
David Janczewski Focus Partners Wealth, LLC, Nashville, Tn
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-06-18. null went to The Mather Group, LLC
  2026-06-18 (3 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).
  Robin Patinkin to THE MATHER GROUP, LLC
Timing
Timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 30 related advisors, 23 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.
David Venegas Focus Partners Wealth, LLC, Chicago, Il
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-06-18. null went to The Mather Group, LLC
  2026-06-18 (3 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).
  Robin Patinkin to THE MATHER GROUP, LLC
Timing
Timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 26 related advisors, 23 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.
B•••••• K•••••• F•••• P••••••• W•••••• L••, N••••••••• T•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-06-18. null went to T•• M••••• G••••• L••
  2026-06-18 (3 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•••• P••••••• to T•• M••••• G••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 30 related advisors, 23 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.
J••• M•••••••• F•••• P••••••• W•••••• L••, C••••••• I•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-06-18. null went to T•• M••••• G••••• L••
  2026-06-18 (3 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•••• P••••••• to T•• M••••• G••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
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; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
C••• W•••••• V••• R••••••••• A•••••••• L••, C•••••• I•
other adviser
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-05. null went to S••••••• I••••••••• A•••••••• I•••
  2026-06-05 (4 months ago). At A••, 8.6% with this moved within a year against 4.9% without it (1.7x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  T••••• S••••••••• to S••••••• I••••••••• A•••••••• I•••
Timing
Timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 7 related advisors, 4 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.
J•••••• C••••• V••• R••••••••• A•••••••• L••, W•••••••• W•
other adviser
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-05. null went to S••••••• I••••••••• A•••••••• I•••
  2026-06-05 (4 months ago). At A••, 8.6% with this moved within a year against 4.9% without it (1.7x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  T••••• S••••••••• to S••••••• I••••••••• A•••••••• I•••
Timing
Timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route; joined the current firm under a year ago.
M•••••• K•••• V••• R••••••••• A•••••••• L••, D•••••• C•
other adviser
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-05. null went to S••••••• I••••••••• A•••••••• I•••
  2026-06-05 (4 months ago). At A••, 8.6% with this moved within a year against 4.9% without it (1.7x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  T••••• S••••••••• to S••••••• I••••••••• A•••••••• I•••
Timing
Timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 7 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
D•••• M••••• V••• R••••••••• A•••••••• L••, T••••• C•
other adviser
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-05. null went to S••••••• I••••••••• A•••••••• I•••
  2026-06-05 (4 months ago). At A••, 8.6% with this moved within a year against 4.9% without it (1.7x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  T••••• S••••••••• to S••••••• I••••••••• A•••••••• I•••
Timing
Timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 7 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
D•••• L••• V••• R••••••••• A•••••••• L••, W••••••• C•
other adviser
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-05. null went to S••••••• I••••••••• A•••••••• I•••
  2026-06-05 (4 months ago). At A••, 8.6% with this moved within a year against 4.9% without it (1.7x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  T••••• S••••••••• to S••••••• I••••••••• A•••••••• I•••
Timing
Timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 7 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
E••• D•••••• P••••••••• W••••• A•••••••, F••• L••••••••• F•
broker-dealer affiliated
- 3 prior co-move teammates left the firm for another firm, most recently on 2026-03-30. null went to R•••••• J••••
  2026-03-30 (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).
  M••••• P•••• to R•••••• J••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Direct
verified business email at provwealth.com (hunter)
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.
R••• W••••••• P••••••••• W••••• A•••••••, F••• L••••••••• F•
broker-dealer affiliated
- 3 prior co-move teammates left the firm for another firm, most recently on 2026-03-30. null went to R•••••• J••••
  2026-03-30 (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).
  M••••• P•••• to R•••••• J••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Direct
published business email at provwealth.com (firm_website)
Business ties: Some: 1 operating or professional business on file. A measure of business ties, not of book size or clients.
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
S•••• P••••••• P••••••••• W••••• A•••••••, F••• L••••••••• F•
broker-dealer affiliated
- 3 prior co-move teammates left the firm for another firm, most recently on 2026-03-30. null went to R•••••• J••••
  2026-03-30 (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).
  M••••• P•••• to R•••••• J••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Direct
verified business email at provwealth.com (hunter); LinkedIn 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.
K••••••• M••••••• P••••••••• W••••• A•••••••, F••• L••••••••• F•
broker-dealer affiliated
- 3 prior co-move teammates left the firm for another firm, most recently on 2026-03-30. null went to R•••••• J••••
  2026-03-30 (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).
  P•••• H••••••••• to R•••••• J••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Direct
published business email at provwealth.com (firm_website)
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: 17 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.
D•••• S••••••••• P••••••••• W••••• A•••••••, F••• L••••••••• F•
broker-dealer affiliated
- 3 prior co-move teammates left the firm for another firm, most recently on 2026-03-30. null went to R•••••• J••••
  2026-03-30 (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).
  O•••• C••••••••• to R•••••• J••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Firm level
firm main line; firm contact form or inbox
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•••• S••••••• S•••••• P••••••• I••••••••• A•••••••• L••, H••••••• N•
broker-dealer affiliated
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-06-29. null went to L••
  2026-06-29 (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).
  M••••••• L••••• to L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Firm level
firm main line; firm contact form or inbox
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.
D••••• S••••• S•••••• P••••••• I••••••••• A•••••••• L••, G••••••••• N•
broker-dealer affiliated
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-06-29. null went to L••
  2026-06-29 (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).
  M••••••• L••••• to L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Firm level
firm main line; firm contact form or inbox
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.
B••••••• B•••• S•••••• P••••••• I••••••••• A•••••••• L••, H••••••• N•
broker-dealer affiliated
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-06-29. null went to L••
  2026-06-29 (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).
  W•••• M•••••••• to L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Firm level
firm main line; firm contact form or inbox
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••••• S•••••• S•••••• P••••••• I••••••••• A•••••••• L••, P••••••••• N•
broker-dealer affiliated
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-06-29. null went to L••
  2026-06-29 (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).
  M••••••• L••••• to L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Firm level
firm main line; firm contact form or inbox
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.
M••• J•••••• H•••••• I••••••••• I•••, S••••• H•••••• F•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-22. null went to L••
  2026-06-22 (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).
  N••••• N•••••••• to L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 4 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
C•••••• G••••••• M••••• A•••••••• L••, S••••••••• A•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-09. null went to S•••••• W••••• P•••••••• L••
  2026-06-09 (4 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••• T•••••• to S•••••• W••••• P•••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Professional
L••••••• profile; professional profile page
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.
A•••••••• K•••• M••••• A•••••••• L••, S••••••••• A•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-09. null went to S•••••• W••••• P•••••••• L••
  2026-06-09 (4 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••• T•••••• to S•••••• W••••• P•••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Professional
L••••••• profile; professional profile page
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.
J•••• H••••• M••••• A•••••••• L••, P•••••••• A•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-09. null went to S•••••• W••••• P•••••••• L••
  2026-06-09 (4 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••• T•••••• to S•••••• W••••• P•••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Professional
L••••••• profile; professional profile page
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.
B•••• H••••• M••••• A•••••••• L••, O••••• N•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-09. null went to S•••••• W••••• P•••••••• L••
  2026-06-09 (4 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••• T•••••• to S•••••• W••••• P•••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Professional
L••••••• profile; professional profile page
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.
P••••••• S•••• J•••••• B••••, V••••••••• W•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-26. null went to A••••• A•• P••••••• S•••••••
  2026-05-26 (4 months ago). At I•••••••••, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  L••• S••••• to A••••• A•• P••••••• S•••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Professional
L••••••• profile
Who else to call: 13 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••••• R••••••• J•••••• B••••, V••••••••• W•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-26. null went to A••••• A•• P••••••• S•••••••
  2026-05-26 (4 months ago). At I•••••••••, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  L••• S••••• to A••••• A•• P••••••• S•••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Professional
L••••••• profile
Who else to call: 13 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.
H•••• J•••••• B•••• J•••••• B••••, V••••••••• W•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-26. null went to A••••• A•• P••••••• S•••••••
  2026-05-26 (4 months ago). At I•••••••••, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  L••• S••••• to A••••• A•• P••••••• S•••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 13 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••••• P••••••• J•••••• B••••, V••••••••• W•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-26. null went to A••••• A•• P••••••• S•••••••
  2026-05-26 (4 months ago). At I•••••••••, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  L••• S••••• to A••••• A•• P••••••• S•••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 19 related advisors, 6 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.
S••••• P•••••• S•••••• P••••••• I••••••••• A•••••••• L••, A•••• M•
broker-dealer affiliated
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-04-17. null went to R•••••• J••••
  2026-04-17 (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).
  B••• S•••••• to R•••••• J••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
T••• R••• S•••••• P••••••• I••••••••• A•••••••• L••, N••••••••• M•
broker-dealer affiliated
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-04-17. null went to R•••••• J••••
  2026-04-17 (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).
  B••• S•••••• to R•••••• J••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
P•••• F••••• S•••••• P••••••• I••••••••• A•••••••• L••, A••••••• M•
broker-dealer affiliated
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-04-17. null went to R•••••• J••••
  2026-04-17 (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).
  B••• S•••••• to R•••••• J••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 8 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
S•••••• S•••••• S•••••• P••••••• I••••••••• A•••••••• L••, P••••••••• N•
broker-dealer affiliated
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-04-17. null went to R•••••• J••••
  2026-04-17 (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).
  B••• S•••••• to R•••••• J••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
R••• S•••• 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
4-person high-confidence team
1 member left this year; after a first exit 11% of those left followed within a year
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; the current role.
Before a call: practice size.
R••••• E•••• S•••••• P••••••• I••••••••• A•••••••• L••, S••••••••• 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
4-person high-confidence team
1 member left this year; after a first exit 11% of those left followed within a year
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
S•••• D••••• 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
4-person high-confidence team
1 member left this year; after a first exit 11% of those left followed within a year
Contact
Firm level
firm main line; firm contact form or inbox
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.
Before a call: practice size.
V•••••• R••••• 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
4-person high-confidence team
1 member left this year; after a first exit 11% of those left followed within a year
Contact
Firm level
firm main line; firm contact form or inbox
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.
Before a call: practice size.
R•• M••••• P•• A•••••••, M•••••• A•
independent RIA
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-04-15. null went to O•••••••••
  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).
  J••••••• R••• to O•••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Firm level
firm main line; firm contact form or inbox
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: 4 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
J••• W•••• C••••••• P•••••••, B••••••••• W•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-03. null went to L••
  2026-04-03 (6 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•••• S••••••• to L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 12 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
P••• S••••••• C••••••• P•••••••, C•••••••• H••••• I•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-03. null went to L••
  2026-04-03 (6 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•••• S••••••• to L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 8 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
J••••• S•••• C••••••• P•••••••, B••••••••• W•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-03. null went to L••
  2026-04-03 (6 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•••• S••••••• to L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 12 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.

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