Advisors to call now

Offices that lost 20% or more of their advisors in 180 days.

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

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

John Thomas Stifel Independent Advisors, LLC, Abilene, Tx
broker-dealer affiliated
- this office went from 69 to 10 registered advisors over the last year, with 27 leaving for other firms (latest 2026-08-24)
  2026-08-24 (33 days ago). At broker-dealer affiliated firms, 12.5% with this moved within a year against 5.3% 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: 9 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: a contact route.
Sara Kenyon UBS Financial Services Inc., Plano, Tx
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 UBS, 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.
Lillian Leo Strategic Advisers LLC, Sandy, Ut
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 BROKERAGE_ADVISORY, 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.
D•••••• W•••••• 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.
T••• S••••••• 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.
J••• T••••• 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.
D•••• P••• 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.
M•••••• S•••• 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.
L••••• S•••••• 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.
S•••••• 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: 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; 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: 76 related advisors, 65 on a link type measured as carrying moves (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•••• 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.
S•••• 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
Unresolved
no contact route found
Before a call: practice size; a contact route.
M••••• 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
Unresolved
no contact route found
Before a call: practice size; a contact route.
D•••• A•••••• 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••• G••••••• S•••• L••, F••• W••••• T•
independent RIA
- 60% of this office left for other firms in the last six months (latest 2026-08-21)
  2026-08-21 (36 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% 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; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at strittmatterwealth.com (hunter)
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: joined the current firm under a year ago.
D•••• T•••••• S•••• L••, F••• W••••• T•
independent RIA
- 60% of this office left for other firms in the last six months (latest 2026-08-21)
  2026-08-21 (36 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% 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; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at strittmatterwealth.com (hunter)
Who else to call: 7 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
B•••• K••••• S•••• L••, F••• W••••• T•
independent RIA
- 60% of this office left for other firms in the last six months (latest 2026-08-21)
  2026-08-21 (36 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% 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; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: joined the current firm under a year ago.
J•••• B•••••• S•••• L••, F••• W••••• T•
independent RIA
- 60% of this office left for other firms in the last six months (latest 2026-08-21)
  2026-08-21 (36 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% 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; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
Business ties: Some: 1 nonprofit or civic board/officer role on file. A measure of business ties, not of book size or clients.
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; the current role; who works with them (team unresolved).
Before a call: joined the current firm under a year ago.
K•••• B••••••• S•••• L••, F••• W••••• T•
independent RIA
- 60% of this office left for other firms in the last six months (latest 2026-08-21)
  2026-08-21 (36 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% 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; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
J••••• B••••• C••••••• S••••••••• I•••, P••••••••• P•
bank affiliated
- this office went from 9 to 6 registered advisors over the last year, with 4 leaving for other firms (latest 2026-08-20)
  2026-08-20 (37 days ago). At B•••••••••, 15.9% with this moved within a year against 7.5% 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
Professional
L••••••• profile; catch-all email at citizensbank.com, not verified
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
N••••••• D••••••• C••••••• S••••••••• I•••, P••••••••• P•
bank affiliated
- this office went from 9 to 6 registered advisors over the last year, with 4 leaving for other firms (latest 2026-08-20)
  2026-08-20 (37 days ago). At B•••••••••, 15.9% with this moved within a year against 7.5% 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
Firm level
catch-all email (domain accepts every address, unverifiable) at citizensbank.com
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
D•••• G••••••• C••••••• S••••••••• I•••, P••••••••• P•
bank affiliated
- this office went from 9 to 6 registered advisors over the last year, with 4 leaving for other firms (latest 2026-08-20)
  2026-08-20 (37 days ago). At B•••••••••, 15.9% with this moved within a year against 7.5% 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
Unresolved
no contact route found
Before a call: practice size; a contact route.
V••••• A••••• C••••••••• F•••••••• N••••••, A••••••••• G•
national broker-dealer RIA
- this office went from 10 to 7 registered advisors over the last year, with 3 leaving for other firms (latest 2026-08-20)
  2026-08-20 (37 days ago). At N•••••••••, 8.2% with this moved within a year against 3.9% 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
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.
L•••• H•••• C••••••••• F•••••••• N••••••, A••••••••• G•
national broker-dealer RIA
- this office went from 10 to 7 registered advisors over the last year, with 3 leaving for other firms (latest 2026-08-20)
  2026-08-20 (37 days ago). At N•••••••••, 8.2% with this moved within a year against 3.9% 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
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.
R••••••• B••••• C••••••••• F•••••••• N••••••, A••••••••• G•
national broker-dealer RIA
- this office went from 10 to 7 registered advisors over the last year, with 3 leaving for other firms (latest 2026-08-20)
  2026-08-20 (37 days ago). At N•••••••••, 8.2% with this moved within a year against 3.9% 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
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.
E••••• M••• A• W••••• M••••••••• L••, H••••••• M•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-19)
  2026-08-19 (38 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% 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
Firm level
firm main line
Business ties: No outside business, investment or board involvement on file; 1 community membership(s) without an officer or board role.
Who else to call: 4 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•••• D••• A• W••••• M••••••••• L••, H••••••• M•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-19)
  2026-08-19 (38 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% 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
Firm level
firm main line
Who else to call: 4 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; joined the current firm under a year ago.
J••••• C••••• A• W••••• M••••••••• L••, H••••••• M•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-19)
  2026-08-19 (38 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% 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
Firm level
firm main line
Who else to call: 4 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.
J•••• W••••••• P••• A••••• S••••••••• L••, L••••••• I•
broker-dealer affiliated
- 80% of this office left for other firms in the last six months (latest 2026-08-19)
  2026-08-19 (38 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).
- passed an adviser exam (S66) on 2026-01-17 after 3 years in the industry, not as part of a same-week firm licensing class
  2026-01-17 (8 months ago). At B•••••••••, 9.6% with this moved within a year against 5.3% without it (1.8x, 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
Unresolved
no contact route found
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
D•••• L• T•••• A• W••••• M••••••••• L••, H••••••• M•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-19)
  2026-08-19 (38 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% 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: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
M••• R••••••• A• W••••• M••••••••• L••, H••••••• M•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-19)
  2026-08-19 (38 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% 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: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
B••••••• T••••••• P••• A••••• S••••••••• L••, L••••••• I•
broker-dealer affiliated
- 80% of this office left for other firms in the last six months (latest 2026-08-19)
  2026-08-19 (38 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
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.
C••••••• F•••• U•• F•••••••• S••••••• I•••, N•• A•••••• O•
wirehouse
- 30% of this office left for other firms in the last six months (latest 2026-08-18)
  2026-08-18 (39 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.
N•••• T••••• P••• A••••• S••••••••• L••, G•••••••• V••••••• C•
broker-dealer affiliated
- 21% of this office left for other firms in the last six months (latest 2026-08-18)
  2026-08-18 (39 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
Firm level
provider email, not verified at the firm's domain
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
B•••••• K•••••••• U•• F•••••••• S••••••• I•••, N•• A•••••• O•
wirehouse
- 30% of this office left for other firms in the last six months (latest 2026-08-18)
  2026-08-18 (39 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.
E••••• B••••• U•• F•••••••• S••••••• I•••, N•• A•••••• O•
wirehouse
- 30% of this office left for other firms in the last six months (latest 2026-08-18)
  2026-08-18 (39 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: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
K•••• J••••• P••• A••••• S••••••••• L••, G•••••••• V••••••• C•
broker-dealer affiliated
- 21% of this office left for other firms in the last six months (latest 2026-08-18)
  2026-08-18 (39 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
Firm level
provider email, not verified at the firm's domain
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
D•••• S••••• U•• F•••••••• S••••••• I•••, N•• A•••••• O•
wirehouse
- 30% of this office left for other firms in the last six months (latest 2026-08-18)
  2026-08-18 (39 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
Business ties: Some: 1 operating or professional business, 1 real-estate entity on file. A measure of business ties, not of book size or clients.
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
L•••••••• S•••••• U•• F•••••••• S••••••• I•••, N•• A•••••• O•
wirehouse
- 30% of this office left for other firms in the last six months (latest 2026-08-18)
  2026-08-18 (39 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: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.

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