Advisors to call now

A dated fact that historically went with moving, on a practice worth the call.

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

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

Scott Danner Steward Partners Investment Advisory, LLC, Chesapeake, Va
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-16. null went to Wells Fargo
  2026-04-16 (5 months ago). At broker-dealer affiliated firms, 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).
  Virginia Koontz to Wells Fargo
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.
Valerie Rivera Steward Partners Investment Advisory, LLC, Chesapeake, Va
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-16. null went to Wells Fargo
  2026-04-16 (5 months ago). At broker-dealer affiliated firms, 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).
  Virginia Koontz to Wells Fargo
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.
Roy Morris Pfg Advisors, Marana, 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 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.
R•••••• W••••• T••••• A••••••• S•••••••• I•••, J••••••••• P•
bank affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-01. null went to K•••••••• W••••• A•••••••• L••
  2026-04-01 (6 months ago). At B•••••••••, 14.7% with this moved within a year against 7.5% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  C••• P•••• to K•••••••• W••••• A•••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Unresolved
no contact route found
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
C••••••••• D••• T••••• A••••••• S•••••••• I•••, C••••••••• N•
bank affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-01. null went to K•••••••• W••••• A•••••••• L••
  2026-04-01 (6 months ago). At B•••••••••, 14.7% with this moved within a year against 7.5% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  C••• P•••• to K•••••••• W••••• A•••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Unresolved
no contact route found
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
C••••••••• O••••••• T••••• A••••••• S•••••••• I•••, W••• C••••••• P•
bank affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-01. null went to K•••••••• W••••• A•••••••• L••
  2026-04-01 (6 months ago). At B•••••••••, 14.7% with this moved within a year against 7.5% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  C••• P•••• to K•••••••• W••••• A•••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Unresolved
no contact route found
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
E••••• M•••••• J••• M••••• S••••••••• L••, S•• J•••• C•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-31. null went to W•••• F••••
  2026-08-31 (26 days ago). At J•••••••, 9.9% with this moved within a year against 5.5% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  C••••••••• J•••••• to W•••• F••••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
J•••• K••••• K••••• W••••• M••••••••• I•••, F•••••• M•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-08-24. null went to L•••••••• F•••••••• P••••••• I•••
  2026-08-24 (33 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).
  D••••• B•••••• to L•••••••• F•••••••• P••••••• I•••
Timing
Timing
Value
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
verified business email at kaydanwealth.com (hunter); LinkedIn profile
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
M••••• B•••• K••••• W••••• M••••••••• I•••, F•••••• M•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-08-24. null went to L•••••••• F•••••••• P••••••• I•••
  2026-08-24 (33 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).
  D••••• B•••••• to L•••••••• F•••••••• P••••••• I•••
Timing
Timing
Value
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 9 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).
J••••••• S••••• K••••• W••••• M••••••••• I•••, F•••••• M•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-08-24. null went to L•••••••• F•••••••• P••••••• I•••
  2026-08-24 (33 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).
  D••••• B•••••• to L•••••••• F•••••••• P••••••• I•••
Timing
Timing
Value
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
Contact
Firm level
firm contact form or inbox
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).
S•••••• Q••••••• J••• M••••• S••••••••• L••, T•••• • A•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-22. null went to C•••••• C••••• G••••• I•••
  2026-07-22 (2 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).
  N••••• P•••• to C•••••• C••••• G••••• I•••
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; who works with them (team unresolved).
Before a call: practice size.
C••••••••• B••• J••• M••••• S••••••••• L••, T••••• A•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-22. null went to C•••••• C••••• G••••• I•••
  2026-07-22 (2 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).
  N••••• P•••• to C•••••• C••••• G••••• I•••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
J••• M•••• S••••• J••• M••••• S••••••••• L••, T••••• A•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-22. null went to C•••••• C••••• G••••• I•••
  2026-07-22 (2 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).
  N••••• P•••• to C•••••• C••••• G••••• I•••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
C•••••••• S•••••••• O•••• W•••••• I•••, R••••••••• N•
broker-dealer affiliated
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-07-01. null went to T•• A•••••••• G••••
  2026-07-01 (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).
  D•••• Y•••• to T•• A•••••••• G••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
J•••• S•••• O•••• W•••••• I•••, N••••• N•
broker-dealer affiliated
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-07-01. null went to T•• A•••••••• G••••
  2026-07-01 (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 T•• A•••••••• G••••
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 (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.
R•• A••••••• O•••• W•••••• I•••, R••••••••• N•
broker-dealer affiliated
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-07-01. null went to T•• A•••••••• G••••
  2026-07-01 (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).
  D•••• Y•••• to T•• A•••••••• G••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 2 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
J••••••• S••••• F••••••••• I••••••••• A••••••• L••, P••••••• A•
independent RIA
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-06-25. null went to B•••••• W••••• M••••••••• L••
  2026-06-25 (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).
  J••••• R•••••• to B•••••• W••••• M••••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Firm level
firm main line
Business ties: No outside business, investment or board involvement on file; 1 community membership(s) without an officer or board role.
Who else to call: 16 related advisors, 4 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.
D••••• C••••••••• F••••••••• I••••••••• A••••••• L••, E••••••••• I•
independent RIA
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-06-25. null went to B•••••• W••••• M••••••••• L••
  2026-06-25 (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).
  J••••• R•••••• to B•••••• W••••• M••••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Firm level
firm main line
Who else to call: 6 related advisors, 4 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.
G••••••• F•••••• F••••••••• I••••••••• A••••••• L••, P••••••• A•
independent RIA
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-06-25. null went to B•••••• W••••• M••••••••• L••
  2026-06-25 (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).
  J••••• R•••••• to B•••••• W••••• M••••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Firm level
firm main line
Who else to call: 16 related advisors, 4 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.
N••••••• S••••••• T•• S••••••• G••••, S••••••••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-06-22. null went to E••••• A••••••• L••
  2026-06-22 (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).
  S••• O•••••• to E••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at thesalvettigroup.com (firm_website); LinkedIn profile
Who else to call: 5 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; the current role; who works with them (team unresolved).
M••••• H••••• T•• S••••••• G••••, S••••••••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-06-22. null went to E••••• A••••••• L••
  2026-06-22 (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).
  S••• O•••••• to E••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email at thesalvettigroup.com (firm_website); LinkedIn profile
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; the current role; who works with them (team unresolved).
M•••••• G••••••• H•••••• I••••••••• I•••, L••••••••• I•
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-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: 9 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.
A•••••• S••••••• T•• S••••••• G••••, S••••••••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-06-22. null went to E••••• A••••••• L••
  2026-06-22 (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).
  S••• O•••••• to E••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
Contact
Firm level
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).
E•••• F•••••• H•••••• I••••••••• I•••, L••••••••• I•
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-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: 9 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.
C•••••• A•••••• H•••••• I••••••••• I•••, L••••••••• I•
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-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: 9 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•••• S•••••• U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P••••••, S••••••••• A•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-17. null went to M•••••• W••••• M•••••••••
  2026-06-17 (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••••• M•••••• to M•••••• W••••• M•••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
3-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
Who else to call: 3 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
E••••• B•••• U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P••••••, S••••••••• A•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-17. null went to M•••••• W••••• M•••••••••
  2026-06-17 (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••••• M•••••• to M•••••• W••••• M•••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
3-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
Who else to call: 3 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
J••••• S•••••• U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P••••••, S••••••••• A•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-17. null went to M•••••• W••••• M•••••••••
  2026-06-17 (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••••• M•••••• to M•••••• W••••• M•••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
3-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
Who else to call: 3 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
B•••• J•••• T••••• A••••••• S•••••••• I•••, W•••••••• T•
bank affiliated
- 20% of this office left for other firms in the last six months (latest 2026-06-16)
  2026-06-16 (3 months ago). At B•••••••••, 14.8% with this moved within a year against 7.4% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
S••••• F••••• T••••• A••••••• S•••••••• I•••, W•••••••• T•
bank affiliated
- 20% of this office left for other firms in the last six months (latest 2026-06-16)
  2026-06-16 (3 months ago). At B•••••••••, 14.8% with this moved within a year against 7.4% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
C•••••••• A•••• T••••• A••••••• S•••••••• I•••, W•••••••• T•
bank affiliated
- 20% of this office left for other firms in the last six months (latest 2026-06-16)
  2026-06-16 (3 months ago). At B•••••••••, 14.8% with this moved within a year against 7.4% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
D•••• D•••• 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
3-person high-confidence team
Contact
Direct
published business email at cruxwealth.com (firm_website); LinkedIn profile
Who else to call: 5 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
D•••• 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
3-person high-confidence team
Contact
Direct
published business email at cruxwealth.com (firm_website); LinkedIn profile
Who else to call: 5 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; the current role.
D•••• T•••••••• 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
3-person high-confidence team
Contact
Direct
published business email at cruxwealth.com (firm_website)
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.
W•••••• O•••••• A•••••• F•••••••• P•••••••• I•••, I•••••• C•
state-registered adviser
- a prior co-move teammate left the firm for an independent RIA on 2026-06-02. null went to M••••• G••••• A••••••• I•••
  2026-06-02 (4 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  H••••• C•••• to M••••• G••••• A••••••• I•••
Timing
Timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Firm level
firm main line
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.
V••• D•••••• J••• M••••• S••••••••• L••, T••••• A•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-19. null went to M••••••
  2026-05-19 (4 months ago). At J•••••••, 9.9% with this moved within a year against 5.5% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  C••••••••• A•••••••• to M••••••
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
Who else to call: 1 related advisor, 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•••• M••••••• W••••• M••••••••• L••, L••••••••• K•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-06. null went to T••••••••• F•••••••• S•••••••• L••
  2026-05-06 (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•••••• B••••• to T••••••••• F•••••••• S•••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 6 related advisors, 4 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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