Advisors to call now

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

Brian Glavin Robert W. Baird & Co. Incorporated, Danvers, Ma
mixed wealth
- a prior co-move teammate left the firm for an independent RIA on 2026-05-05. null went to Amara Financial, LLC
  2026-05-05 (5 months ago). Across all advisors, 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).
  Lisa Morgan to AMARA FINANCIAL, LLC
Timing
Timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Direct
verified business email at rwbaird.com (hunter)
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.
Heidi Riley Robert W. Baird & Co. Incorporated, Danvers, Ma
mixed wealth
- a prior co-move teammate left the firm for an independent RIA on 2026-05-05. null went to Amara Financial, LLC
  2026-05-05 (5 months ago). Across all advisors, 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).
  Lisa Morgan to AMARA FINANCIAL, LLC
Timing
Timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 11 related advisors (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.
Kyle Trueba Pfg Advisors, Mesa, Az
independent RIA
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-04-15. null went to Onedigital
  2026-04-15 (5 months ago). At independent RIAs, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  Jennifer Rusk to ONEDIGITAL
Timing
Timing
Value
Not estimable
Book not estimable
Team
3-person high-confidence team
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 5 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
A••• R•••• 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-person high-confidence team
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
P••• B••• 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-person high-confidence team
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 5 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
R••••• C••••••• W••• W•••••• I••, S••••••• W•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-14. null went to J•••••••
  2026-04-14 (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••••••• J••••• to J•••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Direct
published business email at wafdwealth.com (firm_website); direct line printed for this person
Who else to call: 11 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••• C••••• W••• W•••••• I••, S••••••• W•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-14. null went to J•••••••
  2026-04-14 (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••••••• J••••• to J•••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Direct
published business email at wafdwealth.com (firm_website)
Who else to call: 11 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.
K• L•• W••• W•••••• I••, S••••••• W•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-14. null went to J•••••••
  2026-04-14 (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••••••• J••••• to J•••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Direct
published business email at wafdwealth.com (firm_website); direct line printed for this person
Who else to call: 10 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
L•••• P•••• A••••••••• F•••••••• S•••••••• L••, R••••• C••••••• C•
national broker-dealer RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-09. null went to M••••••
  2026-04-09 (6 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).
  B•••• L•••••• to M••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
2 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.
J•••• F•••• A••••••••• F•••••••• S•••••••• L••, C•••••• C•
national broker-dealer RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-09. null went to M••••••
  2026-04-09 (6 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).
  B•••• L•••••• to M••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
2 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.
D•••• G••••••• A••••••••• F•••••••• S•••••••• L••, S••••••••• C•
national broker-dealer RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-09. null went to M••••••
  2026-04-09 (6 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).
  B•••• L•••••• to M••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route; joined the current firm under a year ago.
D••••••• M•••• J••• M••••• S••••••••• L••, B••••••• T•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-07. null went to W•••• F••••
  2026-04-07 (6 months ago). At J•••••••, 9.9% with this moved within a year against 5.5% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  C••••••••• T••••• to W•••• F••••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Missing: a usable practice size; the current role; who works with them (team unresolved).
Before a call: practice size.
M•••••••• T••••••• J••• M••••• S••••••••• L••, L••• E•••••••• C•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-07. null went to W•••• F••••
  2026-04-07 (6 months ago). At J•••••••, 9.9% with this moved within a year against 5.5% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  C••••••••• T••••• to W•••• F••••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
2 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.
M••••••• K••• J••• M••••• S••••••••• L••, T••••• C•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-07. null went to W•••• F••••
  2026-04-07 (6 months ago). At J•••••••, 9.9% with this moved within a year against 5.5% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  C••••••••• T••••• to W•••• F••••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Unresolved
no contact route found
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.
S•••• N•••• F••••••••• I••••••••• A••••••• L••, P••••••• A•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-09-11. null went to K••••••
  2026-09-11 (15 days ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  T••••• P•••• to K••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
provider email, not verified at the firm's domain
Who else to call: 15 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J•••• B•••• F••••••••• I••••••••• A••••••• L••, P••••••• A•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-09-11. null went to K••••••
  2026-09-11 (15 days ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  T••••• P•••• to K••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 13 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
M•••• G•••• J•••••••• I••••••••• A••••••• L••, M••••• F•
mixed wealth
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-24. null went to R•••••• J••••
  2026-08-24 (33 days 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).
  G••• F••••••• to R•••••• J••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at jefferies.com (firm_website); direct line printed for this person
Who else to call: 29 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
A•••••••• C•••••• J•••••••• I••••••••• A••••••• L••, M•••• S••••••• F•
mixed wealth
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-24. null went to R•••••• J••••
  2026-08-24 (33 days 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).
  G••• F••••••• to R•••••• J••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at jefferies.com (firm_website); direct line printed for this person
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J••••• E•••••••• J••• M••••• S••••••••• L••, S•• J•••• C•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-13. null went to W•••• F••••
  2026-08-13 (44 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).
  S•••••••• S••••• to W•••• F••••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
S••••• G••• O•••• W•••••• I•••, B••••••••• M•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-30. null went to L••
  2026-07-30 (58 days 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).
  K••••• O••• to L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
I•• W•••••• O•••• W•••••• I•••, E••••• M•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-30. null went to L••
  2026-07-30 (58 days 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).
  K••••• O••• to L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
J••• A••• H•••••• I••••••••• S•••••••• L••, O••••••• T••••••• I•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-27. null went to S••••••••• W•••••
  2026-07-27 (2 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).
  M•••••• C••••••• to S••••••••• W•••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at harvestinvestmentservices.com (firm_website)
Before a call: practice size.
T•••••• N••••• H•••••• I••••••••• S•••••••• L••, C••••••• S••••••• C•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-27. null went to S••••••••• W•••••
  2026-07-27 (2 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).
  M•••••• C••••••• to S••••••••• W•••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 3 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
A•••• M•••••••• R•• S••••••••• I•••, I•••••• C•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-16. null went to L••
  2026-07-16 (2 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•••••• G••••••• to L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: practice size.
A•••••• F••••• R•• S••••••••• I•••, I•••••• C•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-16. null went to L••
  2026-07-16 (2 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•••••• G••••••• to L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: practice size.
M••••• H•••••••• I••••••••• F•••••••• G••••• L••, B••••••••• T•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-06. null went to C•••••
  2026-07-06 (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••••• S•••• to C•••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
Contact
Firm level
firm contact form or inbox
Who else to call: 3 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
T••• T••••• I••••••••• F•••••••• G••••• L••, B••••••••• T•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-06. null went to C•••••
  2026-07-06 (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••••• S•••• to C•••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
Contact
Firm level
firm contact form or inbox
Who else to call: 3 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
G•••••• T••••• T•• F•••••••• A•••••••, G••••••••• S•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-01. null went to W••••• I••••••••• N••••••••• L••
  2026-07-01 (3 months ago). At I•••••••••, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  A•••••• M•••••• to W••••• I••••••••• N••••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at parallelfinancial.com (firm_website); LinkedIn profile
Who else to call: 3 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
B•••• B••••••• T•• F•••••••• A•••••••, G••••••••• S•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-01. null went to W••••• I••••••••• N••••••••• L••
  2026-07-01 (3 months ago). At I•••••••••, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  A•••••• M•••••• to W••••• I••••••••• N••••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at parallelfinancial.com (firm_website)
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
R••••••• M•••••• I••••••••• F•••••••• G••••• L••, T•• W•••••••• T•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-24. null went to L••
  2026-06-24 (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•••••• K•••••• to L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size.
K•••• J•••••• I••••••••• F•••••••• G••••• L••, S••••••••• T•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-24. null went to L••
  2026-06-24 (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•••••• K•••••• to L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: practice size.
G•••• C•••••• C••• W••••• A•••••••, L••• B••••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-06-15. null went to B•••••••• I••••••••• G••••
  2026-06-15 (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).
  C••••• A•••••••• to B•••••••• I••••••••• G••••
Timing
Timing
Value
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Direct
published business email at cruxwealth.com (firm_website); LinkedIn profile
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
T•••• H••••• C••• W••••• A•••••••, L••• B••••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-06-15. null went to B•••••••• I••••••••• G••••
  2026-06-15 (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).
  C••••• A•••••••• to B•••••••• I••••••••• G••••
Timing
Timing
Value
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Direct
published business email at cruxwealth.com (firm_website)
Who else to call: 7 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
R••••• P••••• T•• A•••••••• G••••, L•• V••••• N•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-10. null went to M••••• S••••••
  2026-06-10 (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).
  R••• W•••• to M••••• S••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at pellerwealthmanagement.com (firm_website)
Who else to call: 2 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••• W••••• M••••• A•••••••• L••, I•••••••• W•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-10. null went to R•••••• J••••
  2026-06-10 (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).
  R•••••• S••••• to R•••••• J••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
1 member left this year; after a first exit 11% of those left followed within a year
Contact
Unresolved
no contact route found
Who else to call: 3 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
B•••• E••••••• M••••• A•••••••• L••, M••••• I•••••• W•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-10. null went to R•••••• J••••
  2026-06-10 (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).
  R•••••• S••••• to R•••••• J••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
1 member left this year; after a first exit 11% of those left followed within a year
Contact
Unresolved
no contact route found
Who else to call: 4 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
M•••••• S•••••• R•••••• J•••• • A••••••••• I•••, P••••••••• F•
national broker-dealer RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-06-10. null went to F•• I••••••••• L••
  2026-06-10 (4 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).
  C••••• C•••••• to F•• I••••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route; joined the current firm under a year ago.
J••• F••••• R•••••• J•••• • A••••••••• I•••, A••••••• G•
national broker-dealer RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-06-05. null went to H• W•••••
  2026-06-05 (4 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).
  L••••• L••• to H• W•••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
1 member left this year; after a first exit 11% of those left followed within a year
Contact
Unresolved
no contact route found
Who else to call: 5 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
J••• F••••• R•••••• J•••• • A••••••••• I•••, A••••••• G•
national broker-dealer RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-06-05. null went to H• W•••••
  2026-06-05 (4 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).
  L••••• L••• to H• W•••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
1 member left this year; after a first exit 11% of those left followed within a year
Contact
Unresolved
no contact route found
Who else to call: 5 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
J••••••• N•••• B•••••••• A•••• M••••••••• L••, A••••••• N•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-02. null went to E•• F•••••••• A•••••••
  2026-06-02 (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).
  V••••••• T••••••••• to E•• F•••••••• A•••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 3 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.

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