Advisors to call now

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

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

Kenneth Sullivan Retire Pittsburgh Management LLC, Murrysville, Pa
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-06 (3 months ago). Across all advisors, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  Samantha Burke to Openarc Corporate Advisory, Llc
Timing
Timing
Value
$25M+
Team book $50M to $100M; portable at most $100M, revenue at most $1M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email (firm_website)
Who else to call: 10 related advisors, 10 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
James Martin Wells Fargo Advisors, Little Rock, Ar
broker-dealer affiliated
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-12 (4 months ago). At broker-dealer affiliated firms, 6.5% with this moved within a year against 5.3% without it (1.2x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  Heather Mazander to Creative Planning
Timing
Timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a contact route.
Mike Yother Stifel, Nicolaus & Company, Incorporated, Cookeville, Tn
national broker-dealer RIA
- 2 of the 9 advisors at this office left in the last 180 days (22%), against a median of 0% across the firm's other offices. 2 went to Edward Jones
  2026-04-29 (5 months ago). At national broker-dealer RIAs, 7.2% with this moved within a year against 3.9% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  David Hatcher to Edward Jones; William Miller to Edward Jones
Timing
Timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
2 move with them
Contact
Unresolved
no contact route found
Before a call: a contact route.
C•••• L••• S•••••• N••••••• • C••••••• I•••••••••, C••••••••• T•
national broker-dealer RIA
- 2 of the 9 advisors at this office left in the last 180 days (22%), against a median of 0% across the firm's other offices. 2 went to E••••• J••••
  2026-04-29 (5 months ago). At N•••••••••, 7.2% with this moved within a year against 3.9% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  D•••• H•••••• to E••••• J••••; W•••••• M••••• to E••••• J••••
Timing
Timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
2 move with them
Contact
Unresolved
no contact route found
Before a call: a contact route.
J•••• Y••••• S•••••• N••••••• • C••••••• I•••••••••, C••••••••• T•
national broker-dealer RIA
- 2 of the 9 advisors at this office left in the last 180 days (22%), against a median of 0% across the firm's other offices. 2 went to E••••• J••••
  2026-04-29 (5 months ago). At N•••••••••, 7.2% with this moved within a year against 3.9% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  D•••• H•••••• to E••••• J••••; W•••••• M••••• to E••••• J••••
Timing
Timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
2 move with them
Contact
Unresolved
no contact route found
Before a call: a contact route.
T•••• M••••• C••••••••• F•••••••• N••••••, W••••••• M•
Call-readynational broker-dealer RIA
- 31 of the 93 advisors at this office left in the last 180 days (33%), against a median of 0% across the firm's other offices. 7 went to K••••• A••••••• S•••••••• L••
  2026-09-20 (6 days ago). At N•••••••••, 7.2% with this moved within a year against 3.9% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  J•••• W••••••• to K••••• A••••••• S•••••••• L••; J•••• M••••• to D•••••••• A••••••• S•••••••• L••; N••••••• S••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••; R••••• L•••••• to D•••••••• A••••••• S•••••••• L•• and 2 more
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 (apollo)
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
C••••• T•••• J••• M••••• S••••••••• L••, A••••••• C•
Call-readywirehouse
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-09-11 (15 days ago). At J•••••••, 9.3% with this moved within a year against 5.5% without it (1.7x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  J••••• K•••••• to C•••••••• G••••• M•••••• I•••
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
ESTIMATED email an address at jpmorgan.com (style first.last@jpmorgan.com reproduced 20 of 20 confident provider/published addresses at this firm (95% CI 84% to 100%); firm deliverability sample: UNVERIFIABLE (accept-all domain: the server accepts every address))
Who else to call: 3 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
A••• T••••• J••• M••••• S••••••••• L••, V•• N•••• C•
wirehouse
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-08-31 (26 days ago). At J•••••••, 9.3% with this moved within a year against 5.5% without it (1.7x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  C••••••••• J•••••• to W•••• F•••• A•••••••
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
Unresolved
no contact route found
Who else to call: 4 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a contact route.
R•••••• K•••• R••••• P••••••••• M••••••••• L••, M••••••••• P•
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-06 (3 months ago). At A••, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  S••••••• B•••• to O•••••• C•••••••• A•••••••• L••
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 (firm_website)
Who else to call: 10 related advisors, 10 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
M•••••• R••• R•• W••••• S••••••••• L••, O••••••• P•••• K•
state-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-06 (3 months ago). At A••, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  D•••• P•••• to I•••••• F•••••••• S•••••••
Timing
Timing
Value
$25M+
Team book $50M to $100M; portable at most $100M, revenue at most $1M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a contact route.
D•••• H•••••• A••• P•••••••, S•• P••••••••• F•
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-30 (3 months ago). At A••, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  K•••• S•••••• to F••••
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
Professional
professional profile page
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
W•••••• A••••• A••• P•••••••, S•• P••••••••• F•
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-30 (3 months ago). At A••, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  K•••• S•••••• to F••••
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
Professional
professional profile page
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
K••••••••• K•••••• A•••• S••••••••• I••, L••••• I•
state-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-11 (4 months ago). At A••, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  S••• F••••• to J•••• T•••••• I••••••••• P•••••••• L••
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
Unresolved
no contact route found
Before a call: a contact route.
A•••• G•••••••• R••••••• C•••••• P••••••• L••, N•••••• B••••• C•
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-10 (4 months ago). At A••, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  B•••• D•••••• to C• A•••••••• L••
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
Firm level
firm contact form or inbox
J••••• S• C•••• B•••• F•••••••• G••••• L••, C•••• C••••• M•
Call-readystate-registered adviser
- 2 known colleagues moved to an independent RIA in the last 180 days
  2026-05-28 (4 months ago). At A••, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  A••••• F••••••• to V••••• P••••••• W••••• A•••••••; K••• F•••••• to A••••••• S••••••• N••••••
Timing
Timing
Value
$25M+
Team book $50M to $100M; portable at most $100M, revenue at most $1M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Direct
published business email (firm_website)
Who else to call: 8 related advisors, 6 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
L•••••• R••••• R••••• G••••• I•••, P••••••• M•
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-05-13 (5 months ago). At A••, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  K•••• S•••• to F••••• I•••••••••
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
Firm level
firm contact form or inbox
A••••• L•••• V•••• W••••• P•••••••, H••••••••• M•
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-05-01 (5 months ago). At A••, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  D••••• V••••••••• to N•••••••• A•••• M•••••••••
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
F•••• B••••• S•••••• N••••••• • C••••••• I•••••••••, C••••••••• T•
Call-readynational broker-dealer RIA
- 2 of the 9 advisors at this office left in the last 180 days (22%), against a median of 0% across the firm's other offices. 2 went to E••••• J••••
  2026-04-29 (5 months ago). At N•••••••••, 7.2% with this moved within a year against 3.9% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  D•••• H•••••• to E••••• J••••; W•••••• M••••• to E••••• J••••
Timing
Timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Direct
published business email (firm_website)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
F•••• B••••• J•• S•••••• N••••••• • C••••••• I•••••••••, C••••••••• T•
Call-readynational broker-dealer RIA
- 2 of the 9 advisors at this office left in the last 180 days (22%), against a median of 0% across the firm's other offices. 2 went to E••••• J••••
  2026-04-29 (5 months ago). At N•••••••••, 7.2% with this moved within a year against 3.9% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  D•••• H•••••• to E••••• J••••; W•••••• M••••• to E••••• J••••
Timing
Timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Direct
published business email (firm_website)
J••• F•••• C•••• P•••••• W•••••• L••, M••••••••• N•
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-04-22 (5 months ago). At A••, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  C••••••••• N•••••••• to M••••••
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
D••••• B•••• C••••••••• F•••••••• N••••••, C•••••••• M•
national broker-dealer RIA
- passed the Series 65 on 2026-03-13 after 19 years in the industry
  2026-03-13 (7 months ago). At N•••••••••, 6.4% with this moved within a year against 3.9% without it (1.6x, 2023 to 2025 cohorts). Source: IAPD individual record: exam date.
Timing
Timing
Value
$25M+
Personal book $50M to $250M; portable $50M to $250M, revenue $250K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a contact route.
T•••••• W••••••• B•••• W•••••, I••••••••• I•
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-22 (4 days ago). At A••, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  S••••• K••••••• to A••••• W•••••
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
B•••••• M•••••• M•••••• W••••• M•••••••••, P•••••••• A•
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-21 (5 days ago). At A••, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  D•••• W••••••••• to C••••••••• F••••••••
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 (firm_website)
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
R••••• B••••• C••••••••• F•••••••• N••••••, W••••••• M•
Call-readynational broker-dealer RIA
- 31 of the 93 advisors at this office left in the last 180 days (33%), against a median of 0% across the firm's other offices. 7 went to K••••• A••••••• S•••••••• L••
  2026-09-20 (6 days ago). At N•••••••••, 7.2% with this moved within a year against 3.9% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  J•••• W••••••• to K••••• A••••••• S•••••••• L••; J•••• M••••• to D•••••••• A••••••• S•••••••• L••; N••••••• S••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••; R••••• L•••••• to D•••••••• A••••••• S•••••••• L•• and 2 more
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 (apollo)
Business ties: Some: 1 real-estate entity on file. A measure of business ties, not of book size or clients.
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
J••• S•••••• C••••••••• F•••••••• N••••••, W••••••• M•
Call-readynational broker-dealer RIA
- 31 of the 93 advisors at this office left in the last 180 days (33%), against a median of 0% across the firm's other offices. 7 went to K••••• A••••••• S•••••••• L••
  2026-09-20 (6 days ago). At N•••••••••, 7.2% with this moved within a year against 3.9% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  J•••• W••••••• to K••••• A••••••• S•••••••• L••; J•••• M••••• to D•••••••• A••••••• S•••••••• L••; N••••••• S••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••; R••••• L•••••• to D•••••••• A••••••• S•••••••• L•• and 2 more
Timing
Timing
Value
$25M+
Personal book $50M to $500M; portable $50M to $500M, revenue $250K to $5M
Team
No team seen
Contact
Direct
verified business email (apollo)
J•••• L••••• C••••••••• F•••••••• N••••••, W••••••• M•
Call-readynational broker-dealer RIA
- 31 of the 93 advisors at this office left in the last 180 days (33%), against a median of 0% across the firm's other offices. 7 went to K••••• A••••••• S•••••••• L••
  2026-09-20 (6 days ago). At N•••••••••, 7.2% with this moved within a year against 3.9% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  J•••• W••••••• to K••••• A••••••• S•••••••• L••; J•••• M••••• to D•••••••• A••••••• S•••••••• L••; N••••••• S••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••; R••••• L•••••• to D•••••••• A••••••• S•••••••• L•• and 2 more
Timing
Timing
Value
$25M+
Personal book $50M to $500M; portable $50M to $500M, revenue $250K to $5M
Team
No team seen
Contact
Direct
verified business email (apollo)
B•••••• Z•••••• C••••••••• F•••••••• N••••••, W••••••• M•
Call-readynational broker-dealer RIA
- 31 of the 93 advisors at this office left in the last 180 days (33%), against a median of 0% across the firm's other offices. 7 went to K••••• A••••••• S•••••••• L••
  2026-09-20 (6 days ago). At N•••••••••, 7.2% with this moved within a year against 3.9% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  J•••• W••••••• to K••••• A••••••• S•••••••• L••; J•••• M••••• to D•••••••• A••••••• S•••••••• L••; N••••••• S••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••; R••••• L•••••• to D•••••••• A••••••• S•••••••• L•• and 2 more
Timing
Timing
Value
$25M+
Personal book $50M to $500M; portable $50M to $500M, revenue $250K to $5M
Team
No team seen
Contact
Direct
verified business email (apollo)
D•••• M••••••• C••••••••• F•••••••• N••••••, W••••••• M•
Call-readynational broker-dealer RIA
- 31 of the 93 advisors at this office left in the last 180 days (33%), against a median of 0% across the firm's other offices. 7 went to K••••• A••••••• S•••••••• L••
  2026-09-20 (6 days ago). At N•••••••••, 7.2% with this moved within a year against 3.9% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  J•••• W••••••• to K••••• A••••••• S•••••••• L••; J•••• M••••• to D•••••••• A••••••• S•••••••• L••; N••••••• S••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••; R••••• L•••••• to D•••••••• A••••••• S•••••••• L•• and 2 more
Timing
Timing
Value
$25M+
Personal book $50M to $500M; portable $50M to $500M, revenue $250K to $5M
Team
No team seen
Contact
Firm level
provider email, not verified
E••••• S•••••• C••••••••• F•••••••• N••••••, W••••••• M•
national broker-dealer RIA
- 31 of the 93 advisors at this office left in the last 180 days (33%), against a median of 0% across the firm's other offices. 7 went to K••••• A••••••• S•••••••• L••
  2026-09-20 (6 days ago). At N•••••••••, 7.2% with this moved within a year against 3.9% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  J•••• W••••••• to K••••• A••••••• S•••••••• L••; J•••• M••••• to D•••••••• A••••••• S•••••••• L••; N••••••• S••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••; R••••• L•••••• to D•••••••• A••••••• S•••••••• L•• and 2 more
Timing
Timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Business ties: Some: 1 investment vehicle on file. A measure of business ties, not of book size or clients.
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a contact route.
B•••• B••• B••• W••••• M•••••••••, D••••••••• W•
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-18 (8 days ago). At A••, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  W•••• P•••••••• to F•••••••• S•••••• G•••• I••
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
Direct
published business email (firm_website)
L••• B•••••• R•••••• J•••• • A••••••••• I•••, M•••• L•••••• N•
national broker-dealer RIA
- 3 of the 14 advisors at this office left in the last 180 days (21%), against a median of 0% across the firm's other offices. 3 went to S•••••• P••••••• I••••••••• A•••••••• L••
  2026-09-09 (17 days ago). At N•••••••••, 7.2% with this moved within a year against 3.9% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  T••••• O•••••• to S•••••• P••••••• I••••••••• A•••••••• L••; J•••••• D••••• to S•••••• P••••••• I••••••••• A•••••••• L••; T••••• O•••••• to S•••••• P••••••• I••••••••• A•••••••• L••
Timing
Timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a contact route.
R•••••• J•••••• R•••••• J•••• • A••••••••• I•••, M•••• L•••••• N•
national broker-dealer RIA
- 3 of the 14 advisors at this office left in the last 180 days (21%), against a median of 0% across the firm's other offices. 3 went to S•••••• P••••••• I••••••••• A•••••••• L••
  2026-09-09 (17 days ago). At N•••••••••, 7.2% with this moved within a year against 3.9% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  T••••• O•••••• to S•••••• P••••••• I••••••••• A•••••••• L••; J•••••• D••••• to S•••••• P••••••• I••••••••• A•••••••• L••; T••••• O•••••• to S•••••• P••••••• I••••••••• A•••••••• L••
Timing
Timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a contact route.
A••••• S••••• C•••••••• W••••• P•••••••• L••, P•••••• O•
state-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-04 (22 days ago). At A••, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  C•••••••• L••••••••• to M•••••• P••••••• G••••
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
Unresolved
no contact route found
Before a call: a contact route.
R•••• R••••• G••• R••••• A•••••••• L••, P••• B•••• G••••••• F•
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-03 (23 days ago). At A••, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  A•••••••• S••••• to C•••••• A•••• M••••••••• L••
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
Direct
published business email (firm_website)
M•••••• G••••••• E•••••••• C•••••• M••••••••• L••, H••••••• V•
Call-readystate-registered adviser
- 2 known colleagues moved to an independent RIA in the last 180 days. 2 went to W••••• E••••••••• A••••••• S•••••••• L••
  2026-09-02 (24 days ago). At A••, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  J•••••• D•••••••• to W••••• E••••••••• A••••••• S•••••••• L••; L••••••• J•••••• to W••••• E••••••••• A••••••• S•••••••• L••
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
Firm level
firm contact form or inbox
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
J•••• C••••• W•••• F•••• A•••••••, D•••••• G••••• I•
broker-dealer affiliated
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-02 (24 days ago). At B•••••••••, 6.5% with this moved within a year against 5.3% without it (1.2x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  K•••••• D•• to S••• P•••••• W••••• G••••• L••
Timing
Timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a contact route.
M••••••• P•••••• S•• F•••••••• P•••••••• L••, N•• Y•••• N•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-08-31 (26 days ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  D•••••• H•••• to N••• J••••• W••••• M•••••••••
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 (firm_website)
S•••• M••• S•• F•••••••• P•••••••• L••, F•••• C•••••• V•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-08-31 (26 days ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  D•••••• H•••• to N••• J••••• W••••• M•••••••••
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
Professional
L••••••• profile
B•••••• O••• T•••••••• F•••••••• L••, H••••••••• N•
Call-readystate-registered adviser
- 2 known colleagues moved to an independent RIA in the last 180 days
  2026-08-21 (36 days ago). At A••, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  D••••• P••••••• to C•••••• F•••••••• M••••••••• L••; M•••••• P••• to V••••• C•••••• M••••••••• L••
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 (firm_website)
W•••••• H•••••• C••••••••• F•••••••• N••••••, A••••••••• G•
Call-readynational broker-dealer RIA
- 3 of the 10 advisors at this office left in the last 180 days (30%), against a median of 0% across the firm's other offices. 3 went to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
  2026-08-20 (37 days ago). At N•••••••••, 7.2% with this moved within a year against 3.9% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  N•••••••• L•••••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••; P•••• R•••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••; S•••••• G•••••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
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 (apollo)

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.