Advisors to call now

A dated fact that historically went with moving, on a practice worth the call.

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

Alana Doyle Ameriprise Financial Services, LLC, Richardson, Tx
Call-readynational broker-dealer RIA
- this office went from 12 to 8 registered advisors over the last year, with 5 leaving for other firms (latest 2026-07-08)
  2026-07-08 (3 months ago). At Ameriprise, 8.2% with this moved within a year against 4.3% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
measured at this firm
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Firm level
provider email, not verified at the firm's domain
Missing: a usable practice size; a meaningful reason; who works with them (team unresolved).
Timothy Bean Liberty Capital, Portland, Or
Call-readystate-registered adviser
- passed the Series 65 on 2026-06-11 while already holding the Series 66; the 65 lets an adviser register without a broker-dealer
  2026-06-11 (4 months ago). Across all advisors, 9.4% with this moved within a year against 4.9% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Timing
Value
$25M+
Team book $50M to $100M; portable at most $100M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Missing: who works with them (team unresolved).
Leah Hadley Intentional Wealth Partners, Cleveland, Oh
Call-readystate-registered adviser
- passed the Series 65 on 2026-06-09 while already holding the Series 66; the 65 lets an adviser register without a broker-dealer
  2026-06-09 (4 months ago). Across all advisors, 9.4% with this moved within a year against 4.9% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Timing
Value
$25M+
Team book $50M to $100M; portable at most $100M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Missing: who works with them (team unresolved).
K•••• K••••• J••• M••••• S••••••••• L••, S••••••••• I•
Call-readywirehouse
- this office went from 9 to 6 registered advisors over the last year, with 3 leaving for other firms (latest 2026-04-14)
  2026-04-14 (6 months ago). At W••••••••, 9.1% with this moved within a year against 5.1% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Missing: a usable practice size; a meaningful reason; who works with them (team unresolved).
R••• H•••••••• J••• M••••• S••••••••• L••, S••••••••• I•
Call-readywirehouse
- this office went from 9 to 6 registered advisors over the last year, with 3 leaving for other firms (latest 2026-04-14)
  2026-04-14 (6 months ago). At W••••••••, 9.1% with this moved within a year against 5.1% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
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).
Missing: a usable practice size; who works with them (team unresolved).
E••••• A••••••• J••• M••••• S••••••••• L••, I•••••• T•
Call-readywirehouse
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-03-04)
  2026-03-04 (7 months ago). At W••••••••, 9.1% with this moved within a year against 5.1% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Missing: a usable practice size; a meaningful reason; who works with them (team unresolved).
A•••• M••• A••••••••• F•••••••• S•••••••• L••, F•••••••• T•
Call-readynational broker-dealer RIA
- this office went from 21 to 10 registered advisors over the last year, with 13 leaving for other firms (latest 2026-02-10)
  2026-02-10 (8 months ago). At A•••••••••, 8.2% with this moved within a year against 4.3% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Timing
measured at this firm
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Direct
verified business email at ampf.com (hunter)
Missing: a usable practice size; the full regulatory record; who works with them (team unresolved).
C••••••••• N•••••• N•••••• E••••••••• I•••, F••••••• I•
Call-readystate-registered adviser
- passed an adviser exam (S65) on 2026-01-22 after 29 years in the industry, not as part of a same-week firm licensing class
  2026-01-22 (8 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
Timing
Value
$25M+
Team book $50M to $100M; portable at most $100M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Missing: the full regulatory record; who works with them (team unresolved).
W•••••• D•••• O••••••• • D•••• I•••, W••••••••• N•
Call-readystate-registered adviser
- passed an adviser exam (S65) on 2025-12-01 after 34 years in the industry, not as part of a same-week firm licensing class
  2025-12-01 (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
Timing
Value
$25M+
Team book $50M to $100M; portable at most $100M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at obdw.com (firm_website)
Missing: the full regulatory record; who works with them (team unresolved).
D••••• H••••• A••••••••• F•••••••• S•••••••• L••, S••••••••• M•
Call-readynational broker-dealer RIA
- passed the Series 65 on 2025-09-30 while already holding the Series 66; the 65 lets an adviser register without a broker-dealer
  2025-09-30 (12 months ago). At A••, 9.4% with this moved within a year against 4.9% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Direct
verified business email at ampf.com (hunter)
Missing: a usable practice size; who works with them (team unresolved).
J•••• B•••• B•••• W••••• M•••••••••, D•••••• M•
Call-readystate-registered adviser
- passed an adviser exam (S65) on 2025-09-26 after 42 years in the industry, not as part of a same-week firm licensing class
  2025-09-26 (12 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
Timing
Value
$25M+
Team book $25M to $50M; portable at most $50M, revenue at most $500K (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; professional profile page
Missing: the full regulatory record; who works with them (team unresolved).

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