Advisors to call now

Anything dated in the last 90 days, measured or not.

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

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

Cole Stephenson Park Avenue Securities LLC, Greenwood Village, Co
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 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
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; joined the current firm under a year ago.
Paul Queenan Mariner, Mcminnville, Or
independent RIA
- 33% of this office left for other firms in the last six months (latest 2026-08-18)
  2026-08-18 (39 days ago). At independent RIAs, 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: 3 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.
Mark Irwin Strategic Advisers LLC, Warrington, Pa
brokerage advisory
- 20% of this office left for other firms in the last six months (latest 2026-08-18)
  2026-08-18 (39 days ago). At BROKERAGE_ADVISORY, 12.1% with this moved within a year against 4.5% without it (2.7x, 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.
W•••••• 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
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.
J•••••• H••••• 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
Unresolved
no contact route found
Before a call: practice size; a contact route.
G•••••• H••••• 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
Unresolved
no contact route found
Before a call: practice size; a contact route.
R•••• V••••••••• 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
Before a call: practice size; a contact route.
D•••• K••••• 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
Unresolved
no contact route found
Before a call: practice size; a contact route.
A••••• S••••• S•••••••• A••••••• L••, W••••••••• P•
brokerage advisory
- 20% of this office left for other firms in the last six months (latest 2026-08-18)
  2026-08-18 (39 days ago). At B•••••••••, 12.1% with this moved within a year against 4.5% without it (2.7x, 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.
A••• L•••••••• 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
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.
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
E•••••••• T•••••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, P••••••••• P•
broker-dealer affiliated
- passed the Series 65 on 2026-08-18 while already holding the Series 66; the 65 lets an adviser register without a broker-dealer
  2026-08-18 (39 days ago). At B•••••••••, 13.6% with this moved within a year against 5.3% without it (2.6x, 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
Before a call: practice size; a contact route; joined the current firm under a year ago.
N•••• B•••••••• 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
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.
W•••• S•••• M••••••, M••••••••• O•
independent RIA
- 33% of this office left for other firms in the last six months (latest 2026-08-18)
  2026-08-18 (39 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.
A•••••• C•• 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
Unresolved
no contact route found
Before a call: practice size; a contact route.
K•• M•••••• M••••••, M••••••••• O•
independent RIA
- 33% of this office left for other firms in the last six months (latest 2026-08-18)
  2026-08-18 (39 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).
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-09. null went to F••••••• F•••••••• S••••••••• L••
  2026-06-09 (4 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).
  E••• A•••• to F••••••• F•••••••• S••••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 16 related advisors, 12 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
J•••••• M••••• R••••• W• B•••• • C•• I•••••••••, S••••••••• A•
mixed wealth
- 21% of this office left for other firms in the last six months (latest 2026-08-17)
  2026-08-17 (40 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
Direct
verified business email at rwbaird.com (hunter); LinkedIn profile
Who else to call: 20 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
M••••• R••••• R••••• W• B•••• • C•• I•••••••••, S••••••••• A•
mixed wealth
- 21% of this office left for other firms in the last six months (latest 2026-08-17)
  2026-08-17 (40 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
Direct
verified business email at rwbaird.com (hunter); LinkedIn profile
Who else to call: 20 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
P••••••• C•••••••• R••••• W• B•••• • C•• I•••••••••, S••••••••• A•
mixed wealth
- 21% of this office left for other firms in the last six months (latest 2026-08-17)
  2026-08-17 (40 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
Direct
verified business email at rwbaird.com (hunter); LinkedIn profile
Who else to call: 20 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
K•••• P•••••• R••••• W• B•••• • C•• I•••••••••, S••••••••• A•
mixed wealth
- 21% of this office left for other firms in the last six months (latest 2026-08-17)
  2026-08-17 (40 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
Direct
verified business email at rwbaird.com (hunter); LinkedIn profile
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
J•••••• R••••••• L•• A•••••••• L••, P••••••••• N•
independent RIA
- 22% of this office left for other firms in the last six months (latest 2026-08-17)
  2026-08-17 (40 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
Direct
verified business email at lvwadvisors.com (hunter); LinkedIn profile
Who else to call: 8 related advisors, 2 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: joined the current firm under a year ago.
K••• D••••• R••••• W• B•••• • C•• I•••••••••, S••••••••• A•
mixed wealth
- 21% of this office left for other firms in the last six months (latest 2026-08-17)
  2026-08-17 (40 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
Direct
verified business email at rwbaird.com (hunter); LinkedIn profile
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
R•••••• V•• K•••• L•• A•••••••• L••, P••••••••• N•
independent RIA
- 22% of this office left for other firms in the last six months (latest 2026-08-17)
  2026-08-17 (40 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
Direct
verified business email at lvwadvisors.com (hunter)
Who else to call: 9 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
A•••••• A•••• L•• A•••••••• L••, P••••••••• N•
independent RIA
- 22% of this office left for other firms in the last six months (latest 2026-08-17)
  2026-08-17 (40 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
Direct
published business email at lvwadvisors.com (firm_website); LinkedIn profile
Who else to call: 8 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
E•••••••• K•••••••• R••••• W• B•••• • C•• I•••••••••, S••••••••• A•
mixed wealth
- 21% of this office left for other firms in the last six months (latest 2026-08-17)
  2026-08-17 (40 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
Direct
verified business email at rwbaird.com (firm_style_estimate)
Who else to call: 20 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
A•••••• B••• L•• A•••••••• L••, P••••••••• N•
independent RIA
- 22% of this office left for other firms in the last six months (latest 2026-08-17)
  2026-08-17 (40 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
Direct
published business email at lvwadvisors.com (firm_website)
Who else to call: 8 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
M•••• O•••••• R••••• W• B•••• • C•• I•••••••••, Q••• C•••••• I•
mixed wealth
- 27% of this office left for other firms in the last six months (latest 2026-08-17)
  2026-08-17 (40 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
Direct
verified business email at rwbaird.com (firm_style_estimate)
Who else to call: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J•••••• S••••••• R••••• W• B•••• • C•• I•••••••••, S••••••••• A•
mixed wealth
- 21% of this office left for other firms in the last six months (latest 2026-08-17)
  2026-08-17 (40 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
Direct
verified business email at rwbaird.com (hunter); LinkedIn profile
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
A••••• C••••••• R••••• W• B•••• • C•• I•••••••••, S••••••••• A•
mixed wealth
- 21% of this office left for other firms in the last six months (latest 2026-08-17)
  2026-08-17 (40 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
Direct
verified business email at rwbaird.com (hunter)
Who else to call: 20 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
L••• V•• D•••• L•• A•••••••• L••, P••••••••• N•
independent RIA
- 22% of this office left for other firms in the last six months (latest 2026-08-17)
  2026-08-17 (40 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
Direct
verified business email at lvwadvisors.com (apollo); LinkedIn profile
Who else to call: 9 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
J••••• Z••••• L•• A•••••••• L••, P••••••••• N•
independent RIA
- 22% of this office left for other firms in the last six months (latest 2026-08-17)
  2026-08-17 (40 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
Direct
verified business email at lvwadvisors.com (hunter); LinkedIn profile
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
B•••• S•••••• R••••• W• B•••• • C•• I•••••••••, Q••• C•••••• I•
mixed wealth
- 27% of this office left for other firms in the last six months (latest 2026-08-17)
  2026-08-17 (40 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
Direct
verified business email at rwbaird.com (hunter); LinkedIn profile
Who else to call: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
V•••• H••••• R••••• W• B•••• • C•• I•••••••••, S••••••••• A•
mixed wealth
- 21% of this office left for other firms in the last six months (latest 2026-08-17)
  2026-08-17 (40 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
Direct
verified business email at rwbaird.com (firm_style_estimate)
Who else to call: 20 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
M•••••• S•••• R••••• W• B•••• • C•• I•••••••••, S••••••••• A•
mixed wealth
- 21% of this office left for other firms in the last six months (latest 2026-08-17)
  2026-08-17 (40 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
Direct
verified business email at rwbaird.com (hunter); LinkedIn profile
Who else to call: 22 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; the current role.
Before a call: practice size.
J•••••• W••••• L•• A•••••••• L••, P••••••••• N•
independent RIA
- 22% of this office left for other firms in the last six months (latest 2026-08-17)
  2026-08-17 (40 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
Direct
verified business email at lvwadvisors.com (hunter); LinkedIn profile
Who else to call: 9 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
T••••• G•••••• L•• F•••••••• L••, S•• D••••• C•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-17. null went to E••••••••
  2026-08-17 (40 days ago). At B•••••••••, 11.0% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  J•• H•••••• to E••••••••
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 lpl.com
Business ties: Some: 1 operating or professional business on file. A measure of business ties, not of book size or clients.
Who else to call: 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: practice size.
J••• B••••••• R••••• W• B•••• • C•• I•••••••••, Q••• C•••••• I•
mixed wealth
- 27% of this office left for other firms in the last six months (latest 2026-08-17)
  2026-08-17 (40 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
provider email, not verified at the firm's domain
Who else to call: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
T•••••• F••••••••• P•••••••• A•••••••, D•••••• O•
broker-dealer affiliated
- passed the Series 63 on 2026-08-17 after 10 years in the industry, not as part of a firm licensing class
  2026-08-17 (40 days ago). At B•••••••••, 12.2% with this moved within a year against 5.3% without it (2.3x, 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
Before a call: practice size; a contact route.
J•••• O••••••• R••••• W• B•••• • C•• I•••••••••, S••••••••• A•
mixed wealth
- 21% of this office left for other firms in the last six months (latest 2026-08-17)
  2026-08-17 (40 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: 20 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
S•••• W•••• R••••• W• B•••• • C•• I•••••••••, Q••• C•••••• I•
mixed wealth
- 27% of this office left for other firms in the last six months (latest 2026-08-17)
  2026-08-17 (40 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.
A••••• H•••••••• L•• F•••••••• L••, C••••••• T•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-17. null went to M••••••
  2026-08-17 (40 days ago). At L••, 8.9% with this moved within a year against 4.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  S••••• W••••••••• to M••••••
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.

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