Advisors to call now

Anything dated in the last 90 days, measured or not.

Changes on what you follow · Describe your platform to see fit

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

Ryan Bontorin Equitable Advisors, LLC, Scottsdale, Az
broker-dealer affiliated
- 22% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At Equitable, 19.0% with this moved within a year against 8.1% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at equitable.com (hunter)
Who else to call: 32 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size; joined the current firm under a year ago.
Cade Clary Equitable Advisors, LLC, Scottsdale, Az
broker-dealer affiliated
- 22% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At Equitable, 19.0% with this moved within a year against 8.1% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at equitable.com (hunter)
Who else to call: 32 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size; joined the current firm under a year ago.
Autumn Robidoux Equitable Advisors, LLC, Scottsdale, Az
broker-dealer affiliated
- 22% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At Equitable, 19.0% with this moved within a year against 8.1% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at equitable.com (hunter)
Who else to call: 32 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size; joined the current firm under a year ago.
B••••••• P••••• E•••••••• A•••••••• L••, S••••••••• A•
broker-dealer affiliated
- 22% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At E••••••••, 19.0% with this moved within a year against 8.1% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at equitable.com (hunter)
Who else to call: 32 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size; joined the current firm under a year ago.
C••••• A••••• E•••••••• A•••••••• L••, S••••••••• A•
broker-dealer affiliated
- 22% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At E••••••••, 19.0% with this moved within a year against 8.1% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at equitable.com (firm_style_estimate)
Who else to call: 32 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size; joined the current firm under a year ago.
A••• P••••• E•••••••• A•••••••• L••, S••••••••• A•
broker-dealer affiliated
- 22% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At E••••••••, 19.0% with this moved within a year against 8.1% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at equitable.com (apollo); LinkedIn profile
Who else to call: 32 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size; joined the current firm under a year ago.
A•••• E•••••• E•••••••• A•••••••• L••, S••••••••• A•
broker-dealer affiliated
- 22% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At E••••••••, 19.0% with this moved within a year against 8.1% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at equitable.com (hunter)
Who else to call: 32 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
S••• D•••• E•••••••• A•••••••• L••, S••••••••• A•
broker-dealer affiliated
- 22% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At E••••••••, 19.0% with this moved within a year against 8.1% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at equitable.com (hunter)
Who else to call: 32 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size; joined the current firm under a year ago.
J•••• H••••••• R•••••••• A•••••••, A••••••• G•
independent RIA
- 25% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at resurgentadvisors.com (hunter); LinkedIn profile
Who else to call: 2 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: joined the current firm under a year ago.
T•••• E••••••• E•••••••• A•••••••• L••, S••••••••• A•
broker-dealer affiliated
- 22% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At E••••••••, 19.0% with this moved within a year against 8.1% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at equitable.com (hunter)
Who else to call: 32 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size; joined the current firm under a year ago.
L•••• S••• E•••••••• A•••••••• L••, S••••••••• A•
broker-dealer affiliated
- 22% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At E••••••••, 19.0% with this moved within a year against 8.1% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at equitable.com (apollo); LinkedIn profile
Who else to call: 32 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
A••••• S•••••• E•••••••• A•••••••• L••, S••••••••• A•
broker-dealer affiliated
- 22% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At E••••••••, 19.0% with this moved within a year against 8.1% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at equitable.com (apollo); LinkedIn profile
Who else to call: 32 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size; joined the current firm under a year ago.
J•••• R•••••• E•••••••• A•••••••• L••, S••••••••• A•
broker-dealer affiliated
- 22% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At E••••••••, 19.0% with this moved within a year against 8.1% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
inferred email (firm style, deliverability sampled) at equitable.com
Who else to call: 32 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J••• E•••••• E•••••••• A•••••••• L••, S••••••••• A•
broker-dealer affiliated
- 22% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At E••••••••, 19.0% with this moved within a year against 8.1% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
inferred email (firm style, deliverability sampled) at equitable.com
Before a call: practice size.
S•••• B••••• E•••••• F•••••••• P••••••• A•• W••••• M•••••••••, S•• P••••••••• F•
independent RIA
- 24% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 26 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
S•••• V•••••••• E•••••••• A•••••••• L••, S••••••••• A•
broker-dealer affiliated
- 22% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At E••••••••, 19.0% with this moved within a year against 8.1% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
inferred email (firm style, deliverability sampled) at equitable.com
Who else to call: 32 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
R••• H••••• E•••••••• A•••••••• L••, S••••••••• A•
broker-dealer affiliated
- 22% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At E••••••••, 19.0% with this moved within a year against 8.1% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
inferred email (firm style, deliverability sampled) at equitable.com
Who else to call: 32 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
A••••• Y•••• E•••••• F•••••••• P••••••• A•• W••••• M•••••••••, S•• P••••••••• F•
independent RIA
- 24% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 26 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
E••• A•••••• E•••••• F•••••••• P••••••• A•• W••••• M•••••••••, S•• P••••••••• F•
independent RIA
- 24% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 26 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
K••••• S••••••• E•••••• F•••••••• P••••••• A•• W••••• M•••••••••, S•• P••••••••• F•
independent RIA
- 24% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 26 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
C••• C••••• E•••••• F•••••••• P••••••• A•• W••••• M•••••••••, S•• P••••••••• F•
independent RIA
- 24% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 26 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J••• N••••• E•••••• F•••••••• P••••••• A•• W••••• M•••••••••, S•• P••••••••• F•
independent RIA
- 24% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 26 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
C••• S••••••••• E•••••• F•••••••• P••••••• A•• W••••• M•••••••••, S•• P••••••••• F•
independent RIA
- 24% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 26 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
C•••• M••••••• E•••••• F•••••••• P••••••• A•• W••••• M•••••••••, S•• P••••••••• F•
independent RIA
- 24% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 26 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
B••••••• S••••••• E•••••• F•••••••• P••••••• A•• W••••• M•••••••••, S•• P••••••••• F•
independent RIA
- 24% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 26 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
F•••••••• L•••••• G••••• E•••••• F•••••••• P••••••• A•• W••••• M•••••••••, S•• P••••••••• F•
independent RIA
- 24% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 26 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
Z•••••• U•••••••• E•••••• F•••••••• P••••••• A•• W••••• M•••••••••, S•• P••••••••• F•
independent RIA
- 24% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 26 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
L••• R••••• E•••••• F•••••••• P••••••• A•• W••••• M•••••••••, S•• P••••••••• F•
independent RIA
- 24% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 26 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
W•••• F••••• E•••••• F•••••••• P••••••• A•• W••••• M•••••••••, S•• P••••••••• F•
independent RIA
- 24% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 26 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
D••••• R•••• E•••••• F•••••••• P••••••• A•• W••••• M•••••••••, S•• P••••••••• F•
independent RIA
- 24% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 26 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
M••••• B••••• E•••••• F•••••••• P••••••• A•• W••••• M•••••••••, S•• P••••••••• F•
independent RIA
- 24% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 26 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
J••• D••••• E•••••• F•••••••• P••••••• A•• W••••• M•••••••••, S•• P••••••••• F•
independent RIA
- 24% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 26 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
D•••••• C••••••••• E•••••• F•••••••• P••••••• A•• W••••• M•••••••••, S•• P••••••••• F•
independent RIA
- 24% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 26 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
O•••• C••• S•••• E•••••• F•••••••• P••••••• A•• W••••• M•••••••••, S•• P••••••••• F•
independent RIA
- 24% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 26 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; career context; joined the current firm under a year ago.
W•••••• G•••••• R•••••••• A•••••••, A••••••• G•
independent RIA
- 25% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 7 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
G••••• P••••• R•••••••• A•••••••, A••••••• G•
independent RIA
- 25% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 3 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
C••••• T••••••••• E•••••••• A•••••••• L••, S••••••••• A•
broker-dealer affiliated
- 22% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At E••••••••, 19.0% with this moved within a year against 8.1% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
inferred email (firm style, deliverability sampled) at equitable.com
Who else to call: 32 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
D•••• T••••• E•••••••• A•••••••• L••, S••••••••• A•
broker-dealer affiliated
- 22% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At E••••••••, 19.0% with this moved within a year against 8.1% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
inferred email (firm style, deliverability sampled) at equitable.com
Before a call: practice size.
G•••• W••••• E•••••• F•••••••• P••••••• A•• W••••• M•••••••••, S•• P••••••••• F•
independent RIA
- 24% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- passed an adviser exam (S65) on 2026-04-03 after 3 years in the industry, not as part of a same-week firm licensing class
  2026-04-03 (6 months ago). At I•••••••••, 9.4% with this moved within a year against 5.4% without it (1.7x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 26 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
J•••• K•••••• E•••••••• A•••••••• L••, S••••••••• A•
broker-dealer affiliated
- 22% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At E••••••••, 19.0% with this moved within a year against 8.1% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
inferred email (firm style, deliverability sampled) at equitable.com
Before a call: practice size.

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