Advisors to call nowHow this list is builtEvery reason is a filed fact with its date: an office that lost its people, someone who moved firms with this advisor before and has just left, a newly filed adviser they own, an exam just passed. Beside each is how often advisors with the same fact moved within a year, for their own firm where the history is large enough, otherwise their channel.Timing, practice size, team and contact are shown separately and never added up. The order is timing first, then size, then team, then how recent the fact is, then how reachable the advisor is. None of this is a statement that anyone plans to leave.
A dated fact that historically went with moving, on a practice worth the call.
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- Lauren Hazard Meridian Wealth Management, LLC, Lexington, Kyindependent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-06. null went to Thoroughbred Financial Services, LLC2026-05-06 (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).Jessica Barnes to THOROUGHBRED FINANCIAL SERVICES, LLC
- 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.
- Peter Mcfarland Meridian Wealth Management, LLC, Lexington, Kyindependent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-06. null went to Thoroughbred Financial Services, LLC2026-05-06 (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).Jessica Barnes to THOROUGHBRED FINANCIAL SERVICES, LLC
- 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.
- Ernest Freeman Robert W. Baird & Co. Incorporated, Danvers, Mamixed wealth
- a prior co-move teammate left the firm for an independent RIA on 2026-05-05. null went to Amara Financial, LLC2026-05-05 (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: 10 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).
Before a call: practice size.
- B•••• G••••• R••••• W• B•••• • C•• I•••••••••, D••••••• M•mixed wealth
- a prior co-move teammate left the firm for an independent RIA on 2026-05-05. null went to A•••• F••••••••• L••2026-05-05 (5 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••• M••••• to A•••• F••••••••• L••
- 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.
- H•••• R•••• R••••• W• B•••• • C•• I•••••••••, D••••••• M•mixed wealth
- a prior co-move teammate left the firm for an independent RIA on 2026-05-05. null went to A•••• F••••••••• L••2026-05-05 (5 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••• M••••• to A•••• F••••••••• L••
- 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.
- K••• T••••• 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.
- 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.
- C••••• Z••••• J••• M••••• S••••••••• L••, S••••••••• I•wirehouse
- this office went from 9 to 6 registered advisors over the last year, with 3 leaving for other firms (latest 2026-04-14)2026-04-14 (6 months ago). At W••••••••, 9.1% with this moved within a year against 5.1% without it (1.8x, 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
- Firm level
- catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
- D••••••• 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.
- M•••••• D•••• W•••• I••••••••• A•••••••• L••, W••••••••• M•other adviser
- passed the Series 65 on 2025-10-23 while already holding the Series 66; the 65 lets an adviser register without a broker-dealer2025-10-23 (11 months ago). At A••, 9.4% with this moved within a year against 4.9% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- 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: 18 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.
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