Advisors to call now

Someone who moved firms with this advisor before has just left.

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

Nicholas Maloney Belpointe Asset Management LLC, Amherst, Ny
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-02. null went to Esi Financial Advisors
  2026-06-02 (4 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).
  Victoria Terrazzino to ESI FINANCIAL ADVISORS
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
Austin Burnett Kcd Financial, Inc., Green Bay, Wi
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-27. null went to Fisher Investments
  2026-05-27 (4 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).
  Luke Jockovich to FISHER INVESTMENTS
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.
Giulliano Guimaray Kcd Financial, Inc., Green Bay, Wi
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-27. null went to Fisher Investments
  2026-05-27 (4 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).
  Luke Jockovich to FISHER INVESTMENTS
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.
M•••• H•••••••• R•••••• J•••• • A••••••••• I•••, C•••••••• O•
national broker-dealer RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-20. null went to F••••• D•••••••• W•••••• L••
  2026-05-20 (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).
  M•••••• F••• to F••••• D•••••••• W•••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
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; a contact route.
L••• M••••• R•••••• J•••• • A••••••••• I•••, D•••••• O•
national broker-dealer RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-20. null went to F••••• D•••••••• W•••••• L••
  2026-05-20 (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).
  M•••••• F••• to F••••• D•••••••• W•••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 16 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 contact route.
J••••••• M•••••• K•••••••• W••••• M••••••••• L••, G••••• P•••• O•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-14. null went to V••••••• W••••• M•••••••••
  2026-05-14 (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).
  M•••• V••••••• to V••••••• W••••• M•••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at kingsview.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.
I•• M•••••• K•••••••• W••••• M••••••••• L••, G••••• P•••• O•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-14. null went to V••••••• W••••• M•••••••••
  2026-05-14 (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).
  M•••• V••••••• to V••••••• W••••• M•••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at kingsview.com (firm_style_estimate)
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.
C•••• F•••••• O•••• W•••••• I•••, P•••• N•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-14. null went to C••••••• S••••••••• I•••
  2026-05-14 (5 months ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  A•••••••• F•••••• to C••••••• S••••••••• I•••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
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; a contact route.
J••••• L•••••• O•••• W•••••• I•••, C•••••• P•••• N•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-14. null went to C••••••• S••••••••• I•••
  2026-05-14 (5 months ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  A•••••••• F•••••• to C••••••• S••••••••• I•••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 5 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
G••• S••• C••••••• P•••••••• A••••••• L••, C•••• N•••• N•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-12. null went to F•••• P••••••• W•••••• L••
  2026-05-12 (5 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  W•••••• M••••••• to F•••• P••••••• W•••••• L••
Timing
Timing
Value
Not estimable
Book not estimable; portable at most $25M, revenue at most $250K (transfer share is a judgment)
Team
No team seen
Contact
Unresolved
no contact route found
Business ties: Some: 1 investment vehicle on file. A measure of business ties, not of book size or clients.
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: a contact route; joined the current firm under a year ago.
J•••• C••• C••••••• P•••••••• A••••••• L••, J••••••• F•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-12. null went to F•••• P••••••• W•••••• L••
  2026-05-12 (5 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  W•••••• M••••••• to F•••• P••••••• W•••••• L••
Timing
Timing
Value
Not estimable
Book not estimable; portable at most $25M, revenue at most $250K (transfer share is a judgment)
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: a contact route.
T•••• C••••••• F••••••• F•••••••• A•••••••• L••, R••••••• N•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-22. null went to O••••
  2026-04-22 (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).
  K•••• G•••••• to O••••
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.
D•• R•••••• F••••••• F•••••••• A•••••••• L••, G••••••••• N•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-22. null went to O••••
  2026-04-22 (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).
  K•••• G•••••• to O••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 6 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
S•••• D••••••• A••••• A•• P••••••• S•••••••, A•••••• C•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-20. null went to H•••••••• A•••••••• L••
  2026-04-20 (5 months ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  J••••• B••••• to H•••••••• A•••••••• 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.
M•••• P••••• A••••• A•• P••••••• S•••••••, C•••••• T•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-20. null went to H•••••••• A•••••••• L••
  2026-04-20 (5 months ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  J••••• B••••• to H•••••••• A•••••••• 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•••• M•••••• P•• W••••• M•••••••••, B•••••••• T•
bank affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-15. null went to V••••••• A•••••••• I•••
  2026-04-15 (5 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).
  J••• B•••••••• to V••••••• A•••••••• I•••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
inferred email (firm style, deliverability sampled) at pnc.com
Before a call: practice size.
M••••• F••••••• P•• W••••• M•••••••••, A••••••••• T•
bank affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-15. null went to V••••••• A•••••••• I•••
  2026-04-15 (5 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).
  J••• B•••••••• to V••••••• A•••••••• I•••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
inferred email (firm style, deliverability sampled) at pnc.com
Before a call: practice size.
C•••••• B••••• R•••••••• A•••••••• L••, E••••••••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-13. null went to C••••••• W••••• A••••••• L••
  2026-04-13 (6 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  R••• C••••• to C••••••• W••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
1 member left this year, including the most senior; after a first exit 11% of those left followed within a year
Contact
Professional
professional profile page
Who else to call: 7 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
C••••••••• R••••• R•••••••• A•••••••• L••, E••••••••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-13. null went to C••••••• W••••• A••••••• L••
  2026-04-13 (6 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  R••• C••••• to C••••••• W••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
1 member left this year, including the most senior; after a first exit 11% of those left followed within a year
Contact
Professional
professional profile page
Who else to call: 7 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
D••••• K•••••• J••• M••••• S••••••••• L••, S•••• L•••• T•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-02. null went to W•••• F••••
  2026-04-02 (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).
  J•••• B••••••• 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
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; a contact route.
B••••• P•••• C••••••, D•••••• T•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-01. null went to S••••••••• W••••• L••
  2026-04-01 (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).
  T•••• C•••••• to S••••••••• W••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 48 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 contact route.
G••••• W••••• O•••• I••••••••• I•••, W••••• C••••• C•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-01. null went to W•••• F••••
  2026-04-01 (6 months ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  Y••••••• A••••••• to W•••• F••••
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 (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
A••••• M••••••• C••••••, D•••••• T•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-01. null went to S••••••••• W••••• L••
  2026-04-01 (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).
  T•••• C•••••• to S••••••••• W••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 48 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 contact route.
M•••••• S••••••••• O•••• I••••••••• I•••, N•••••• B••••• C•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-01. null went to W•••• F••••
  2026-04-01 (6 months ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  Y••••••• A••••••• to W•••• F••••
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••• J••••• O•••• W•••••• I•••, V•••••••• C•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-09. null went to J•••••••
  2026-09-09 (17 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).
  A•••••• M••••••• to J•••••••
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.
S••••••• L•• F••••• I•••••••••, P••••• T•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-08. null went to C•••••
  2026-09-08 (18 days 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).
  C•••••• D•••• to C•••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 23 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
S••••• G•••• J••• M••••• S••••••••• L••, M••••• F•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-02. null went to W•••• F••••
  2026-09-02 (24 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•••• M•••• 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
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.
A•••••••• C••••••• J••• M••••• S••••••••• L••, N•• Y•••• N•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-02. null went to W•••• F••••
  2026-09-02 (24 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•••• M•••• 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
Business ties: Some: 2 real-estate entities on file. A measure of business ties, not of book size or clients.
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.
P•••••• S••••••• K•• I••••••••• S••••••• L••, B•••••••• O•
bank affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-25. null went to M••••••
  2026-08-25 (32 days 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).
  B•••••• H•• to M••••••
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.
C••••••••• K••••• B•••••••• F•••••••• A•••••••, C••••••••• N•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-24. null went to M••••• W••••• P•••••••
  2026-08-24 (33 days 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•••••• M••••• to M••••• W••••• P•••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at fulcrumwealth.com (firm_website)
Who else to call: 4 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
R•••• P•••••• J••• M••••• S••••••••• L••, C••••••• I•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-18. null went to M••••••
  2026-08-18 (39 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).
  L••• O••••••• to M••••••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Before a call: practice size.
D••••• B•••• J••• M••••• S••••••••• L••, N•• Y•••• N•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-18. null went to M••••••
  2026-08-18 (39 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).
  L••• O••••••• to M••••••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
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.
K••••••• L•••••••• J••• M••••• S••••••••• L••, B•••••••• N•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-18. null went to M••••••
  2026-08-18 (39 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).
  L••• O••••••• to M••••••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 14 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
J••••••••• F•••• C•••••••• G••••• M•••••• I•••, F••••••• V•••••• C•
bank affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-14. null went to J•••••••
  2026-08-14 (43 days 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).
  A•••••• N•••••• to J•••••••
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•••••• J••• M••••• S••••••••• L••, I•••••• 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
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
T•••• A••••••••• J••• M••••• S••••••••• L••, I•••••• C•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-12. null went to R•• S••••••••• I•••
  2026-08-12 (45 days ago). At J•••••••, 9.9% with this moved within a year against 5.5% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  J•••• M•••••• to R•• S••••••••• I•••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
T••••• K••••• B••• M••• T•••• A•••••••• L••, B•••••• P•
bank affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-11. null went to L••
  2026-08-11 (46 days 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).
  K•••• D•••• to L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at bmt.com (firm_website); LinkedIn profile
Who else to call: 19 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
A••••• B•••••• J••• M••••• S••••••••• L••, S•• A••••••• T•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-11. null went to T•••• C•••••• B••• P•••••• W••••• A•••••••
  2026-08-11 (46 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).
  B•••••• D••••••• to T•••• C•••••• B••• P•••••• W••••• A•••••••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
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: 54 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
N••••••• M•• E••••• J••••, D•••••• T•
national broker-dealer RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-08-11. null went to F••••
  2026-08-11 (46 days 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).
  R•••••• H••••••• to F••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
E••• N••••• F••••••••, A•••••• T•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-08-10. null went to L••••• W••••• M••••••••• L••
  2026-08-10 (47 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).
  A•• C••••• to L••••• W••••• M••••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
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.

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