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.
Offices that lost 20% or more of their advisors in 180 days.
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- Daniel Lacross Equitable Advisors, LLC, Scottsdale, Azbroker-dealer affiliated
- 22% of this office left for other firms in the last six months (latest 2026-08-25)2026-08-25 (32 days ago). At Equitable, 19.0% with this moved within a year against 8.1% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Unresolved
- no contact route found
Who else to call: 32 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
- Connor Schamblin Summit Financial, LLC, Newport Beach, Cabroker-dealer affiliated
- 20% of this office left for other firms in the last six months (latest 2026-08-24)2026-08-24 (33 days ago). At broker-dealer affiliated firms, 11.2% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Direct
- published business email at claritycapitalllc.com (firm_website); direct line printed for this person
Who else to call: 10 related advisors, 6 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- Blake Bauer Summit Financial, LLC, Newport Beach, Cabroker-dealer affiliated
- 20% of this office left for other firms in the last six months (latest 2026-08-24)2026-08-24 (33 days ago). At broker-dealer affiliated firms, 11.2% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Direct
- published business email at claritycapitalllc.com (firm_website); direct line printed for this person
Who else to call: 10 related advisors, 6 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.
- T••• R•••••• S••••• F••••••••• L••, N•••••• B••••• C•broker-dealer affiliated
- 20% of this office left for other firms in the last six months (latest 2026-08-24)2026-08-24 (33 days ago). At B•••••••••, 11.2% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Direct
- published business email at claritycapitalllc.com (firm_website)
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- R•• A••• S••••• F••••••••• L••, N•••••• B••••• C•broker-dealer affiliated
- 20% of this office left for other firms in the last six months (latest 2026-08-24)2026-08-24 (33 days ago). At B•••••••••, 11.2% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Direct
- published business email at claritycapitalllc.com (firm_website)
Who else to call: 10 related advisors, 6 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.
- L••••• L••• A••••• I••••••••• A••••••• L••, M••••• F•other adviser
- 20% of this office left for other firms in the last six months (latest 2026-08-24)2026-08-24 (33 days ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Professional
- L••••••• profile
Who else to call: 12 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••• T••••• T•• W••••• M••••••••• L••, H••••••• T•other adviser
- 21% of this office left for other firms in the last six months (latest 2026-08-24)2026-08-24 (33 days ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Professional
- professional profile page
Who else to call: 13 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- M•••• L•••••• P•••••• A••••• I••••••••• A••••••• L••, M••••• F•other adviser
- 20% of this office left for other firms in the last six months (latest 2026-08-24)2026-08-24 (33 days ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Professional
- L••••••• profile
Who else to call: 11 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- R•••••• R••• A••••• I••••••••• A••••••• L••, M••••• F•other adviser
- 20% of this office left for other firms in the last six months (latest 2026-08-24)2026-08-24 (33 days ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Professional
- L••••••• profile
Who else to call: 14 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- G•••••• P•••• A••••• I••••••••• A••••••• L••, M••••• F•other adviser
- 20% of this office left for other firms in the last six months (latest 2026-08-24)2026-08-24 (33 days ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Professional
- L••••••• profile
Who else to call: 12 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
- M••• H••••• U•• F•••••••• S••••••• I•••, P••••• T•wirehouse
- 23% of this office left for other firms in the last six months (latest 2026-08-24)2026-08-24 (33 days ago). At U••, 12.8% with this moved within a year against 5.5% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong 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 ubs.com
Who else to call: 11 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- A•••••• S•••••• T•• W••••• M••••••••• L••, H••••••• T•other adviser
- 21% of this office left for other firms in the last six months (latest 2026-08-24)2026-08-24 (33 days ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- H••••• L•••• T•• W••••• M••••••••• L••, H••••••• T•other adviser
- 21% of this office left for other firms in the last six months (latest 2026-08-24)2026-08-24 (33 days ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 11 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
- R•••••• G••••• F•••••• T•• W••••• M••••••••• L••, H••••••• T•other adviser
- 21% of this office left for other firms in the last six months (latest 2026-08-24)2026-08-24 (33 days ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- M••• B••••••• U•• F•••••••• S••••••• I•••, P••••• T•wirehouse
- 23% of this office left for other firms in the last six months (latest 2026-08-24)2026-08-24 (33 days ago). At U••, 12.8% with this moved within a year against 5.5% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong 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 ubs.com
Who else to call: 11 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- B•••• B••••• U•• F•••••••• S••••••• I•••, P••••• T•wirehouse
- 23% of this office left for other firms in the last six months (latest 2026-08-24)2026-08-24 (33 days ago). At U••, 12.8% with this moved within a year against 5.5% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong 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 ubs.com
Before a call: practice size.
- R••• R•••• U•• F•••••••• S••••••• I•••, P••••• T•wirehouse
- 23% of this office left for other firms in the last six months (latest 2026-08-24)2026-08-24 (33 days ago). At U••, 12.8% with this moved within a year against 5.5% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong 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 ubs.com
Who else to call: 11 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- L•••• R•••••• T•• W••••• M••••••••• L••, H••••••• T•other adviser
- 21% of this office left for other firms in the last six months (latest 2026-08-24)2026-08-24 (33 days ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- R••••• F••••• T•• W••••• M••••••••• L••, H••••••• T•other adviser
- 21% of this office left for other firms in the last six months (latest 2026-08-24)2026-08-24 (33 days ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- M••• H•••• U•• F•••••••• S••••••• I•••, P••••• T•wirehouse
- 23% of this office left for other firms in the last six months (latest 2026-08-24)2026-08-24 (33 days ago). At U••, 12.8% with this moved within a year against 5.5% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong 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 ubs.com
Before a call: practice size.
- M•••••• C•••• T•• W••••• M••••••••• L••, H••••••• T•other adviser
- 21% of this office left for other firms in the last six months (latest 2026-08-24)2026-08-24 (33 days ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- passed an adviser exam (S65) on 2025-12-03 after 32 years in the industry, not as part of a same-week firm licensing class2025-12-03 (10 months ago). At A••, 7.2% with this moved within a year against 4.9% without it (1.5x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Before a call: practice size; joined the current firm under a year ago.
- H•••• L••••••••• U•• F•••••••• S••••••• I•••, P••••• T•wirehouse
- 23% of this office left for other firms in the last six months (latest 2026-08-24)2026-08-24 (33 days ago). At U••, 12.8% with this moved within a year against 5.5% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong 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 ubs.com
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- B•••• P•••• U•• F•••••••• S••••••• I•••, P••••• T•wirehouse
- 23% of this office left for other firms in the last six months (latest 2026-08-24)2026-08-24 (33 days ago). At U••, 12.8% with this moved within a year against 5.5% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong 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 ubs.com
Before a call: practice size.
- W•••••• W•••••••• T•• W••••• M••••••••• L••, H••••••• T•other adviser
- 21% of this office left for other firms in the last six months (latest 2026-08-24)2026-08-24 (33 days ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- T•••• C••••• T•• W••••• M••••••••• L••, H••••••• T•other adviser
- 21% of this office left for other firms in the last six months (latest 2026-08-24)2026-08-24 (33 days ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
- M••• D••••••• S•••••••• A••••••• L••, S••••• U•brokerage advisory
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-08-24)2026-08-24 (33 days ago). At B•••••••••, 23.0% with this moved within a year against 4.5% without it (5.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Unresolved
- no contact route found
Before a call: practice size; a contact route.
- E•••••• C••••• N•••• A••••• I••••••••• A••••••• L••, M••••• F•other adviser
- 20% of this office left for other firms in the last six months (latest 2026-08-24)2026-08-24 (33 days ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Unresolved
- no contact route found
Who else to call: 12 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.
- L•••• R•••• U•• F•••••••• S••••••• I•••, P••••• T•wirehouse
- 23% of this office left for other firms in the last six months (latest 2026-08-24)2026-08-24 (33 days ago). At U••, 12.8% with this moved within a year against 5.5% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong 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.
- A•••• L••• A••••• I••••••••• A••••••• L••, M••••• F•other adviser
- 20% of this office left for other firms in the last six months (latest 2026-08-24)2026-08-24 (33 days ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Unresolved
- no contact route found
Who else to call: 12 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••••• C•••••••• S•••••••• A••••••• L••, S••••• U•brokerage advisory
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-08-24)2026-08-24 (33 days ago). At B•••••••••, 23.0% with this moved within a year against 4.5% without it (5.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Unresolved
- no contact route found
Before a call: practice size; a contact route.
- B•••••• I••••••• U•• F•••••••• S••••••• I•••, P••••• T•wirehouse
- 23% of this office left for other firms in the last six months (latest 2026-08-24)2026-08-24 (33 days ago). At U••, 12.8% with this moved within a year against 5.5% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong 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.
- H••••• V••••••• U•• F•••••••• S••••••• I•••, P••••• T•wirehouse
- 23% of this office left for other firms in the last six months (latest 2026-08-24)2026-08-24 (33 days ago). At U••, 12.8% with this moved within a year against 5.5% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong 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: 11 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
- J••• S•• R•••• U•• F•••••••• S••••••• I•••, P••••• T•wirehouse
- 23% of this office left for other firms in the last six months (latest 2026-08-24)2026-08-24 (33 days ago). At U••, 12.8% with this moved within a year against 5.5% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong 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: 11 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
- R•••••• B••••••• A••••• I••••••••• A••••••• L••, M••••• F•other adviser
- 20% of this office left for other firms in the last six months (latest 2026-08-24)2026-08-24 (33 days ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Unresolved
- no contact route found
Who else to call: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route; joined the current firm under a year ago.
- S•••••• C•••• A••••• I••••••••• A••••••• L••, M••••• F•other adviser
- 20% of this office left for other firms in the last six months (latest 2026-08-24)2026-08-24 (33 days ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Unresolved
- no contact route found
Who else to call: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route; joined the current firm under a year ago.
- S••• T••••••• U•• F•••••••• S••••••• I•••, P••••• T•wirehouse
- 23% of this office left for other firms in the last six months (latest 2026-08-24)2026-08-24 (33 days ago). At U••, 12.8% with this moved within a year against 5.5% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong 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.
- C•••••• E•••• U•• F•••••••• S••••••• I•••, P••••• T•wirehouse
- 23% of this office left for other firms in the last six months (latest 2026-08-24)2026-08-24 (33 days ago). At U••, 12.8% with this moved within a year against 5.5% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong 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: 11 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
- M•••••• E•••••• U•• F•••••••• S••••••• I•••, P••••• T•wirehouse
- 23% of this office left for other firms in the last six months (latest 2026-08-24)2026-08-24 (33 days ago). At U••, 12.8% with this moved within a year against 5.5% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong 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.
- P•••••• M• E•••• U•• F•••••••• S••••••• I•••, P••••• T•wirehouse
- 23% of this office left for other firms in the last six months (latest 2026-08-24)2026-08-24 (33 days ago). At U••, 12.8% with this moved within a year against 5.5% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong 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: 11 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
- M•••• H•••• U•• F•••••••• S••••••• I•••, P••••• T•wirehouse
- 23% of this office left for other firms in the last six months (latest 2026-08-24)2026-08-24 (33 days ago). At U••, 12.8% with this moved within a year against 5.5% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong 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: 11 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
The advisor names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.