Advisors to call now

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

Mikail Peer J.P. Morgan Securities LLC, Columbus, Oh
wirehouse
- 3 prior co-move teammates left the firm for another firm, most recently on 2026-08-07. null went to Wells Fargo
  2026-08-07 (50 days ago). At JPMorgan, 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).
  Esteban Amaya to Wells Fargo
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.
Mariela Palacios J.P. Morgan Securities LLC, El Monte, Ca
wirehouse
- 3 prior co-move teammates left the firm for another firm, most recently on 2026-08-07. null went to Wells Fargo
  2026-08-07 (50 days ago). At JPMorgan, 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).
  Esteban Amaya to Wells Fargo
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.
Brian Gonzalez J.P. Morgan Securities LLC, La Canada, Ca
wirehouse
- 3 prior co-move teammates left the firm for another firm, most recently on 2026-08-07. null went to Wells Fargo
  2026-08-07 (50 days ago). At JPMorgan, 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).
  Esteban Amaya to Wells Fargo
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: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
I•• K••••• J••• M••••• S••••••••• L••, S•• J•••• C•
wirehouse
- 3 prior co-move teammates left the firm for another firm, most recently on 2026-08-07. null went to W•••• F••••
  2026-08-07 (50 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).
  E•••••• A•••• to W•••• F••••
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: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size.
D•••••• K••••• I••••••••• F•••••••• P•••••••, I•••••• C•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-07. null went to C••••• F••••••••
  2026-08-07 (50 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).
  S••• F•••• to C••••• F••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size.
D••• S••••• J••• M••••• S••••••••• L••, H•••••• B••••• C•
wirehouse
- 3 prior co-move teammates left the firm for another firm, most recently on 2026-08-07. null went to W•••• F••••
  2026-08-07 (50 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).
  E•••••• A•••• to W•••• F••••
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.
K•••• T• J••• M••••• S••••••••• L••, C•••••••• C•
wirehouse
- 3 prior co-move teammates left the firm for another firm, most recently on 2026-08-07. null went to W•••• F••••
  2026-08-07 (50 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).
  E•••••• A•••• to W•••• F••••
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: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
D• W• J••• M••••• S••••••••• L••, E• C••••••• C•
wirehouse
- 3 prior co-move teammates left the firm for another firm, most recently on 2026-08-07. null went to W•••• F••••
  2026-08-07 (50 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).
  E•••••• A•••• to W•••• F••••
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: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size.
G•••••• U•••• J••• M••••• S••••••••• L••, B•••••• H••••• C•
wirehouse
- 3 prior co-move teammates left the firm for another firm, most recently on 2026-08-07. null went to W•••• F••••
  2026-08-07 (50 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).
  E•••••• A•••• 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: 1 operating or professional business on file. A measure of business ties, not of book size or clients.
Before a call: practice size; a contact route.
M••••• C••• J••• M••••• S••••••••• L••, C••••••••• C•
wirehouse
- 3 prior co-move teammates left the firm for another firm, most recently on 2026-08-07. null went to W•••• F••••
  2026-08-07 (50 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).
  E•••••• A•••• to W•••• F••••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
D••••• P••• J••• M••••• S••••••••• L••, L•• A••••••• C•
wirehouse
- 3 prior co-move teammates left the firm for another firm, most recently on 2026-08-07. null went to W•••• F••••
  2026-08-07 (50 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).
  E•••••• A•••• to W•••• F••••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
A•••••• T••••••• J••• M••••• S••••••••• L••, G•••••• C•
wirehouse
- 3 prior co-move teammates left the firm for another firm, most recently on 2026-08-07. null went to W•••• F••••
  2026-08-07 (50 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).
  E•••••• A•••• 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: 1 real-estate entity on file. A measure of business ties, not of book size or clients.
Before a call: practice size; a contact route.
N•••••••• T••••• J••• M••••• S••••••••• L••, I•••••• C•
wirehouse
- 3 prior co-move teammates left the firm for another firm, most recently on 2026-08-07. null went to W•••• F••••
  2026-08-07 (50 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).
  E•••••• A•••• to W•••• F••••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
M••••• L•••• J••• M••••• S••••••••• L••, C••••••••• C•
wirehouse
- 3 prior co-move teammates left the firm for another firm, most recently on 2026-08-07. null went to W•••• F••••
  2026-08-07 (50 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).
  E•••••• A•••• to W•••• F••••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
A••• G•••••• J••• M••••• S••••••••• L••, L• M•••• C•
wirehouse
- 3 prior co-move teammates left the firm for another firm, most recently on 2026-08-07. null went to W•••• F••••
  2026-08-07 (50 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).
  E•••••• A•••• to W•••• F••••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
J•••• N•• J••• M••••• S••••••••• L••, W••••••••• C•
wirehouse
- 3 prior co-move teammates left the firm for another firm, most recently on 2026-08-07. null went to W•••• F••••
  2026-08-07 (50 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).
  E•••••• A•••• 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 (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
C••••• G••••••• J••• M••••• S••••••••• L••, S•• D••••• C•
wirehouse
- 3 prior co-move teammates left the firm for another firm, most recently on 2026-08-07. null went to W•••• F••••
  2026-08-07 (50 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).
  E•••••• A•••• to W•••• F••••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
W••••••••• G•••• J••• M••••• S••••••••• L••, I•••••• C•
wirehouse
- 3 prior co-move teammates left the firm for another firm, most recently on 2026-08-07. null went to W•••• F••••
  2026-08-07 (50 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).
  E•••••• A•••• to W•••• F••••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
T•••• N••••• F••••• I•••••••••, P••••• T•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-05. null went to J•••••••• F•••••••• P••••••• L••
  2026-08-05 (52 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).
  J•••••••• C••••••• to J•••••••• F•••••••• P••••••• 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.
H••••• A•••• P•••••• A•••••• G••••• L••, M••••••••• N•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-03. null went to S••••••• F•••••••• G••••
  2026-08-03 (54 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).
  F•••••••• S••••••• to S••••••• F•••••••• G••••
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•••••• L• J••• M••••• S••••••••• L••, D•••••• T•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-02. null went to V••••••• A•••••••• I•••
  2026-08-02 (55 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).
  M••••••• A•••••••• to V••••••• A•••••••• I•••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 40 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a contact route.
J•••••• R•••••• B•• P•••••••• I•••, C•••• R•••••• I•
broker-dealer affiliated
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-07-28. null went to K•••••
  2026-07-28 (2 months ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  E••• D••••• to K•••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
15-person high-confidence team
2 members left this year; after a first exit 11% of those left followed within a year
Contact
Unresolved
no contact route found
Who else to call: 14 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.
A••••• J•••••• B•• P•••••••• I•••, C•••• R•••••• I•
broker-dealer affiliated
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-07-28. null went to K•••••
  2026-07-28 (2 months ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  A•• D••••• to K•••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
15-person high-confidence team
2 members left this year; after a first exit 11% of those left followed within a year
Contact
Unresolved
no contact route found
Who else to call: 14 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.
M••• M••••• B•• P•••••••• I•••, C•••• R•••••• I•
broker-dealer affiliated
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-07-28. null went to K•••••
  2026-07-28 (2 months ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  A•• D••••• to K•••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
15-person high-confidence team
2 members left this year; after a first exit 11% of those left followed within a year
Contact
Unresolved
no contact route found
Who else to call: 14 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.
P•••• F•••••• B•• P•••••••• I•••, C•••• R•••••• I•
broker-dealer affiliated
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-07-28. null went to K•••••
  2026-07-28 (2 months ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  E••• D••••• to K•••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
15-person high-confidence team
2 members left this year; after a first exit 11% of those left followed within a year
Contact
Unresolved
no contact route found
Who else to call: 14 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.
W•••••• W•••• B•• P•••••••• I•••, C•••• R•••••• I•
broker-dealer affiliated
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-07-28. null went to K•••••
  2026-07-28 (2 months ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  A•• D••••• to K•••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route; joined the current firm under a year ago.
J••••• M••••• B•• P•••••••• I•••, C•••• R•••••• I•
broker-dealer affiliated
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-07-28. null went to K•••••
  2026-07-28 (2 months ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  E••• D••••• to K•••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
15-person high-confidence team
2 members left this year; after a first exit 11% of those left followed within a year
Contact
Unresolved
no contact route found
Who else to call: 14 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.
J••••• M••••• B•• P•••••••• I•••, C•••• R•••••• I•
broker-dealer affiliated
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-07-28. null went to K•••••
  2026-07-28 (2 months ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  A•• D••••• to K•••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
15-person high-confidence team
2 members left this year; after a first exit 11% of those left followed within a year
Contact
Unresolved
no contact route found
Who else to call: 14 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.
C•••••• H••• B•• P•••••••• I•••, C•••• R•••••• I•
broker-dealer affiliated
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-07-28. null went to K•••••
  2026-07-28 (2 months ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  E••• D••••• to K•••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
15-person high-confidence team
2 members left this year; after a first exit 11% of those left followed within a year
Contact
Unresolved
no contact route found
Who else to call: 15 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.
E•••• B••••• B•• P•••••••• I•••, C•••• R•••••• I•
broker-dealer affiliated
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-07-28. null went to K•••••
  2026-07-28 (2 months ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  A•• D••••• to K•••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
15-person high-confidence team
2 members left this year; after a first exit 11% of those left followed within a year
Contact
Unresolved
no contact route found
Who else to call: 14 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.
P••• S••••••••• B•• P•••••••• I•••, C•••• R•••••• I•
broker-dealer affiliated
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-07-28. null went to K•••••
  2026-07-28 (2 months ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  A•• D••••• to K•••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
15-person high-confidence team
2 members left this year; after a first exit 11% of those left followed within a year
Contact
Unresolved
no contact route found
Who else to call: 14 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.
M••••••• J•••• B•• P•••••••• I•••, C•••• R•••••• I•
broker-dealer affiliated
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-07-28. null went to K•••••
  2026-07-28 (2 months ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  A•• D••••• to K•••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
15-person high-confidence team
2 members left this year; after a first exit 11% of those left followed within a year
Contact
Unresolved
no contact route found
Who else to call: 17 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.
J•••• L••••••• B•• P•••••••• I•••, C•••• R•••••• I•
broker-dealer affiliated
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-07-28. null went to K•••••
  2026-07-28 (2 months ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  E••• D••••• to K•••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
15-person high-confidence team
2 members left this year; after a first exit 11% of those left followed within a year
Contact
Unresolved
no contact route found
Who else to call: 14 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.
D•••• L••••••• B•• P•••••••• I•••, C•••• R•••••• I•
broker-dealer affiliated
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-07-28. null went to K•••••
  2026-07-28 (2 months ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  A•• D••••• to K•••••
- passed an adviser exam (S65) on 2026-05-01 after 26 years in the industry, not as part of a same-week firm licensing class
  2026-05-01 (5 months ago). At B•••••••••, 8.8% with this moved within a year against 5.3% without it (1.7x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Timing
Value
Not estimable
Book not estimable
Team
15-person high-confidence team
2 members left this year; after a first exit 11% of those left followed within a year
Contact
Unresolved
no contact route found
Who else to call: 14 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.
J•••• K•••••• B•• P•••••••• I•••, C•••• R•••••• I•
broker-dealer affiliated
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-07-28. null went to K•••••
  2026-07-28 (2 months ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  A•• D••••• to K•••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
15-person high-confidence team
2 members left this year; after a first exit 11% of those left followed within a year
Contact
Unresolved
no contact route found
Who else to call: 14 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.
J•••• N••••• B•• P•••••••• I•••, C•••• R•••••• I•
broker-dealer affiliated
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-07-28. null went to K•••••
  2026-07-28 (2 months ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  A•• D••••• to K•••••
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.
G••• N•••• B•• P•••••••• I•••, C•••• R•••••• I•
broker-dealer affiliated
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-07-28. null went to K•••••
  2026-07-28 (2 months ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  E••• D••••• to K•••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
15-person high-confidence team
2 members left this year; after a first exit 11% of those left followed within a year
Contact
Unresolved
no contact route found
Who else to call: 14 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.
B•••• C••••••• B•• P•••••••• I•••, C•••• R•••••• I•
broker-dealer affiliated
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-07-28. null went to K•••••
  2026-07-28 (2 months ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  E••• D••••• to K•••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
15-person high-confidence team
2 members left this year; after a first exit 11% of those left followed within a year
Contact
Unresolved
no contact route found
Who else to call: 15 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.
A•••••••• V••••••••• R••••••••• C•••••• M•••••••••, A••••••• G•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-23. null went to B••••••••
  2026-07-23 (2 months ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  K•••••••• B••••• to B••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
J••• A••••• S•••••••• A•••••••• L••, J••••• C•••• N•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-22. null went to M••••••••• ••••
  2026-07-22 (2 months ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  J•••• G••••••••• to M••••••••• ••••
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, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.

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