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

Salvatore Palmeri J.P. Morgan Securities LLC, Staten Island, Ny
Call-readywirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-18. null went to Advice And Planning Services
  2026-08-18 (39 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).
  Logan Parsons to ADVICE AND PLANNING SERVICES
Timing
Timing
measured at this firm
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
2 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Who else to call: 1 related advisor, 1 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).
Arda Thomas J.P. Morgan Securities LLC, Van Nuys, Ca
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-31. null went to Wells Fargo
  2026-08-31 (26 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).
  Christopher Johnson to Wells Fargo
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).
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: a contact route.
Holley Pierce Wells Fargo Advisors, Montgomery, Al
wirehouse
- 20% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At Wells Fargo, 9.8% with this moved within a year against 5.3% 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
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; a meaningful reason; who works with them (team unresolved).
Before a call: a contact route.
G••••• E•••• W•••• F•••• A•••••••, M••••••••• A•
wirehouse
- 20% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At W•••• F••••, 9.8% with this moved within a year against 5.3% 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
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; a meaningful reason; who works with them (team unresolved).
Before a call: a contact route.
A•••• K••• A••••••••• F•••••••• S•••••••• L••, F••••••••• H••••• M•
national broker-dealer RIA
- this office went from 32 to 19 registered advisors over the last year, with 7 leaving for other firms (latest 2026-06-30)
  2026-06-30 (3 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
Unresolved
no contact route found
Missing: a usable practice size; a contact route; a meaningful reason; who works with them (team unresolved).
Before a call: a contact route.
W••••• S••••• A••••••••• F•••••••• S•••••••• L••, F••••••••• H••••• M•
national broker-dealer RIA
- this office went from 32 to 19 registered advisors over the last year, with 7 leaving for other firms (latest 2026-06-30)
  2026-06-30 (3 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
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; a meaningful reason; the full regulatory record; who works with them (team unresolved).
Before a call: a contact route.
J••• B•••• W•••• F•••• A•••••••, M••••••••• A•
wirehouse
- 20% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At W•••• F••••, 9.8% with this moved within a year against 5.3% 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
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; a meaningful reason; who works with them (team unresolved).
Before a call: a contact route.
T•••••• L•••••• W•••• F•••• A•••••••, W•••••••• O•
Call-readywirehouse
- this office went from 13 to 8 registered advisors over the last year, with 5 leaving for other firms (latest 2026-08-19)
  2026-08-19 (38 days ago). At W•••• F••••, 8.3% with this moved within a year against 5.3% without it (1.6x, 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 wellsfargoadvisors.com (apollo); LinkedIn profile
Business ties: No outside business, investment or board involvement on file; 1 community membership(s) without an officer or board role.
Missing: a usable practice size; a meaningful reason; who works with them (team unresolved).
W•••••• S•••••• M••• W•••••, A•••••• T•
state-registered adviser
- passed the Series 65 on 2026-08-10 while already holding the Series 66; the 65 lets an adviser register without a broker-dealer
  2026-08-10 (47 days 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+
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
Before a call: joined the current firm under a year ago.
L•••• A••••• A••••••••• F•••••••• S•••••••• L••, C•••• M•••• C•
national broker-dealer RIA
- this office went from 11 to 3 registered advisors over the last year, with 6 leaving for other firms (latest 2026-07-24)
  2026-07-24 (2 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
Unresolved
no contact route found
Missing: a usable practice size; a contact route; a meaningful reason; who works with them (team unresolved).
Before a call: a contact route.
K••••••••• D• L• P••• A••••••••• F•••••••• S•••••••• L••, C•••• M•••• C•
national broker-dealer RIA
- this office went from 11 to 3 registered advisors over the last year, with 6 leaving for other firms (latest 2026-07-24)
  2026-07-24 (2 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
Unresolved
no contact route found
Missing: a usable practice size; a contact route; a meaningful reason; the full regulatory record; who works with them (team unresolved).
Before a call: a contact route.
M•••••• K••••• A••••••••• F•••••••• S•••••••• L••, C•••• M•••• C•
national broker-dealer RIA
- this office went from 11 to 3 registered advisors over the last year, with 6 leaving for other firms (latest 2026-07-24)
  2026-07-24 (2 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
Unresolved
no contact route found
Missing: a usable practice size; a contact route; a meaningful reason; who works with them (team unresolved).
Before a call: a contact route.
C•••••• S•••• S••••••• F•••••••• L••, S••••••••• M•
state-registered adviser
- passed the Series 65 on 2026-07-15 while already holding the Series 66; the 65 lets an adviser register without a broker-dealer
  2026-07-15 (2 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+
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; joined the current firm under a year ago.
M•••••• H••••• A••••••••• F•••••••• S•••••••• L••, B••••••••• H••••• M•
national broker-dealer RIA
- this office went from 59 to 22 registered advisors over the last year, with 21 leaving for other firms (latest 2026-07-15)
  2026-07-15 (2 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
Unresolved
no contact route found
Missing: a usable practice size; a contact route; a meaningful reason; the full regulatory record; who works with them (team unresolved).
Before a call: a contact route.
M••• G•••••• A••••••••• F•••••••• S•••••••• L••, B••••••••• H••••• M•
national broker-dealer RIA
- this office went from 59 to 22 registered advisors over the last year, with 21 leaving for other firms (latest 2026-07-15)
  2026-07-15 (2 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
Unresolved
no contact route found
Missing: a usable practice size; a contact route; a meaningful reason; the full regulatory record; who works with them (team unresolved).
Before a call: a contact route.
D••••• B•••• M••••••• R••••••••• P•••••••, D•••••• C•
state-registered adviser
- passed the Series 65 on 2026-07-10 while already holding the Series 66; the 65 lets an adviser register without a broker-dealer
  2026-07-10 (3 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+
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
Before a call: joined the current firm under a year ago.
A•••• D•••• A••••••••• F•••••••• S•••••••• L••, R••••••••• T•
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 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
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).
S••••• S••••••••• A••••••••• F•••••••• S•••••••• L••, R••••••••• T•
national 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 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
Unresolved
no contact route found
Missing: a usable practice size; a contact route; a meaningful reason; who works with them (team unresolved).
Before a call: a contact route.
T•••• D•••• A••••••••• F•••••••• S•••••••• L••, R••••••••• T•
national 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 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
Unresolved
no contact route found
Missing: a usable practice size; a contact route; a meaningful reason; who works with them (team unresolved).
Before a call: a contact route.
C••••• B••••••• A••••••••• F•••••••• S•••••••• L••, D••••••• I•
national broker-dealer RIA
- this office went from 14 to 3 registered advisors over the last year, with 17 leaving for other firms (latest 2026-07-07)
  2026-07-07 (3 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
Unresolved
no contact route found
Missing: a usable practice size; a contact route; a meaningful reason; who works with them (team unresolved).
Before a call: a contact route.
E••••• G••••••• A••••••••• F•••••••• S•••••••• L••, F••••••••• H••••• M•
national broker-dealer RIA
- this office went from 32 to 19 registered advisors over the last year, with 7 leaving for other firms (latest 2026-06-30)
  2026-06-30 (3 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
Unresolved
no contact route found
Missing: a usable practice size; a contact route; a meaningful reason; who works with them (team unresolved).
Before a call: a contact route.
M•••••• K••• A••••••••• F•••••••• S•••••••• L••, F••••••••• H••••• M•
national broker-dealer RIA
- this office went from 32 to 19 registered advisors over the last year, with 7 leaving for other firms (latest 2026-06-30)
  2026-06-30 (3 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
Unresolved
no contact route found
Missing: a usable practice size; a contact route; a meaningful reason; who works with them (team unresolved).
Before a call: a contact route.
M•••••• A••••••• A••••••••• F•••••••• S•••••••• L••, F••••••••• H••••• M•
national broker-dealer RIA
- this office went from 32 to 19 registered advisors over the last year, with 7 leaving for other firms (latest 2026-06-30)
  2026-06-30 (3 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
Unresolved
no contact route found
Missing: a usable practice size; a contact route; a meaningful reason; the full regulatory record; who works with them (team unresolved).
Before a call: a contact route.
M•••••• K••••• A••••••••• F•••••••• S•••••••• L••, F••••••••• H••••• M•
national broker-dealer RIA
- this office went from 32 to 19 registered advisors over the last year, with 7 leaving for other firms (latest 2026-06-30)
  2026-06-30 (3 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
Unresolved
no contact route found
Missing: a usable practice size; a contact route; a meaningful reason; the full regulatory record; who works with them (team unresolved).
Before a call: a contact route.
A•• B•••• A••••••••• F•••••••• S•••••••• L••, F••••••••• H••••• M•
national broker-dealer RIA
- this office went from 32 to 19 registered advisors over the last year, with 7 leaving for other firms (latest 2026-06-30)
  2026-06-30 (3 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
Unresolved
no contact route found
Missing: a usable practice size; a contact route; a meaningful reason; the full regulatory record; who works with them (team unresolved).
Before a call: a contact route.
T••••• T••••••••• A••••••••• F•••••••• S•••••••• L••, F••••••••• H••••• M•
national broker-dealer RIA
- this office went from 32 to 19 registered advisors over the last year, with 7 leaving for other firms (latest 2026-06-30)
  2026-06-30 (3 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
Unresolved
no contact route found
Missing: a usable practice size; a contact route; a meaningful reason; who works with them (team unresolved).
Before a call: a contact route.
L••• S•••••• F•• A•••••••• I•••, R••••••••• N•
state-registered adviser
- passed the Series 65 on 2026-06-27 while already holding the Series 66; the 65 lets an adviser register without a broker-dealer
  2026-06-27 (3 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+
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; joined the current firm under a year ago.
T••••• F•••• C••••••••• F•••••••• N••••••, D••••••• M•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Highly elevated band, mainly on conditions measured as going with moving: 1.1 years at the current firm.
Timing
Model band only
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: 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); a dated reason to call now.
Before a call: a dated reason to call now; a contact route.
J••••••• M••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, S•••• G•••••• U•
wirehouse
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band.
Timing
Model band only
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 dated reason to call now; a contact route.
M•••••• L•••••••• R•• C•••••• M••••••• L••, G••••••••• C•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
5 move with them
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
C•••••••• P••••• J••• M••••• S••••••••• L••, D•• M••• C•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
5 move with them
Contact
Unresolved
no contact route found
Who else to call: 5 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
C•••••••• M•••••••• R•• C•••••• M••••••• L••, G••••••••• C•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
5 move with them
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
A•••••• R••••••• R•• C•••••• M••••••• L••, B••••••••• M•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
4 move with them
Contact
Firm level
provider email, not verified at the firm's domain
Before a call: a dated reason to call now.
A•• G••••••••• R•• C•••••• M••••••• L••, B••••••••• M•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
4 move with them
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
K•••••• S••••••• R••••• P••••••••• M••••••••• L••, M••••••••• P•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
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 at retirepittsburgh.com (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).
Before a call: a dated reason to call now.
M•••• R•••••• U•• F•••••••• S••••••• I•••, P•••••••• M•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
2 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at ubs.com
Before a call: a dated reason to call now.
S•••• S•••••• J••• M••••• S••••••••• L••, C••••••••• M•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
2 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Who else to call: 2 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
A••••• M••••••• R•• C•••••• M••••••• L••, F••• L••••••••• F•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
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 dated reason to call now; a contact route.
R••••• W••••• S•••••• N••••••• • C••••••• I•••••••••, H•• S••••••• A•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
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: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
W•••••• J•••• S•••••• N••••••• • C••••••• I•••••••••, H•• S••••••• A•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
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: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.

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