Advisors to call now

High-value opportunities one key field short of a call: finish the research, then call.

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

Ashlie Bostick Acorn Creek Capital LLC, Fort Collins, Co
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-05-11)
  2026-05-11 (5 months 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
$250M+
Team book $250M to $500M; portable $244M to $435M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at acorncreekcapital.com (hunter)
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
Before a call: joined the current firm under a year ago.
Ralph Wetmore Fiduciary Wealth Partners, LLC, Newton Lower Falls, Ma
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-05-11)
  2026-05-11 (5 months 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
$250M+
Team book $1B+; portable $772M to $1.4B (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at fwpwealth.com (firm_website); LinkedIn profile
Who else to call: 23 related advisors, 20 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
Ben Loeffler Acorn Creek Capital LLC, Fort Collins, Co
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-05-11)
  2026-05-11 (5 months 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).
- a prior co-move teammate left the firm for an independent RIA on 2026-05-11. null went to Cogentblue
  2026-05-11 (5 months ago). At independent RIAs, 10.0% 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).
  Nicholas Hoogendyk to COGENTBLUE
Timing
Strong timing
Value
$250M+
Team book $250M to $500M; portable $415M to $464M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at acorncreekcapital.com (hunter)
Who else to call: 6 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
S•••••• B••••• F•••••••• W••••• P•••••••• L••, N••••• L•••• F••••• M•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-05-11)
  2026-05-11 (5 months 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
$250M+
Team book $1B+; portable $772M to $1.4B (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at fwpwealth.com (firm_website)
Who else to call: 4 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
D••••• Q••••••••• C••••• P•••••• W•••••, O••••••• F•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-04-13)
  2026-04-13 (6 months 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
$250M+
Team book $250M to $500M; portable $125M to $223M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at cogentprivatewealth.com (hunter); direct line printed for this person; LinkedIn profile
Missing: who works with them (team unresolved).
D•••• C•••••• C••••• P•••••• W•••••, O••••••• F•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-04-13)
  2026-04-13 (6 months 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
$250M+
Team book $250M to $500M; portable $125M to $223M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at cogentprivatewealth.com (hunter); direct line printed for this person; LinkedIn profile
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
B•••••• L••••• C••••• P•••••• W•••••, O••••••• F•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-04-13)
  2026-04-13 (6 months 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
$250M+
Team book $250M to $500M; portable $125M to $223M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at cogentprivatewealth.com (hunter)
Who else to call: 17 related advisors, 11 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
K•••• M••• C••••• P•••••• W•••••, O••••••• F•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-04-13)
  2026-04-13 (6 months 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
$250M+
Team book $250M to $500M; portable $125M to $223M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm main line; firm contact form or inbox
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
J••••••• S••••• C•••••• C••••••• L••, N••••••• M•
Call-readyindependent RIA
- 29% of this office left for other firms in the last six months (latest 2026-04-06)
  2026-04-06 (6 months 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
$250M+
Team book $250M to $500M; portable $261M to $292M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at commonsllc.com (hunter); LinkedIn profile
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
N••••••• D••••• C•••••• C••••••• L••, N••••••• M•
independent RIA
- 29% of this office left for other firms in the last six months (latest 2026-04-06)
  2026-04-06 (6 months 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
$250M+
Team book $250M to $500M; portable $154M to $274M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at commonsllc.com (hunter); LinkedIn profile
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
Before a call: joined the current firm under a year ago.
R••• T••••••• C•••••• C••••••• L••, N••••••• M•
Call-readyindependent RIA
- 29% of this office left for other firms in the last six months (latest 2026-04-06)
  2026-04-06 (6 months 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
$250M+
Team book $250M to $500M; portable $154M to $274M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at commonsllc.com (hunter); LinkedIn profile
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
M•••• S•••• C•••••• C••••••• L••, N••••••• M•
Call-readyindependent RIA
- 29% of this office left for other firms in the last six months (latest 2026-04-06)
  2026-04-06 (6 months 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
$250M+
Team book $250M to $500M; portable $154M to $274M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at commonsllc.com (hunter); LinkedIn profile
Who else to call: 5 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
R••••• M••••••• C•••••• C••••••• L••, N••••••• M•
Call-readyindependent RIA
- 29% of this office left for other firms in the last six months (latest 2026-04-06)
  2026-04-06 (6 months 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
$250M+
Team book $250M to $500M; portable $154M to $274M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 2 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
M•••••• B•••••• R•• W••••• M••••••••• L••, N•••••• B••••• C•
Call-readyindependent RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-03-30. null went to A•••• O•• W••••• M••••••••• L••
  2026-03-30 (6 months ago). At I•••••••••, 13.9% with this moved within a year against 5.4% without it (2.6x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  T••••• H•••••• to A•••• O•• W••••• M••••••••• L••
Timing
Strong timing
Value
$250M+
Team book $250M to $500M; portable $384M to $430M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at rba-wealth.com (hunter)
Who else to call: 4 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
M••• S•••••••• T••• W••••• A••••••• G••••, C•••• G•••••• F•
Call-readymixed wealth
- passed the Series 63 on 2026-08-03 after 23 years in the industry, not as part of a firm licensing class
  2026-08-03 (54 days ago). At A••, 11.8% with this moved within a year against 4.9% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong timing
Value
$100M+
Team book $100M to $250M; portable $204M to $228M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at truewealthadvisorygroup.com (firm_website); LinkedIn profile
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
M•••••• M•• P•••• F•••••••• G•••• W••••• M••••••••• I•••, P•••••••• O•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-02)
  2026-07-02 (3 months 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
$100M+
Team book $100M to $250M; portable $147M to $165M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Professional
professional profile page
Who else to call: 5 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason.
M•••••• S•••• P•••• F•••••••• G•••• W••••• M••••••••• I•••, P•••••••• O•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-02)
  2026-07-02 (3 months 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
$100M+
Team book $100M to $250M; portable $147M to $165M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Professional
professional profile page
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason.
E••• F••••••• C•••••••• W••••• M•••••••••, I•••••• C•
Call-readyindependent RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-06-23. null went to F••••••
  2026-06-23 (3 months ago). At I•••••••••, 13.9% with this moved within a year against 5.4% without it (2.6x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  M••• P••••••• to F••••••
Timing
Strong timing
Value
$100M+
Team book $100M to $250M; portable $152M to $170M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at clearviewfpg.com (hunter)
Who else to call: 3 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
N••••••• B••••••• C•••••••• W••••• M•••••••••, I•••••• C•
Call-readyindependent RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-06-23. null went to F••••••
  2026-06-23 (3 months ago). At I•••••••••, 13.9% with this moved within a year against 5.4% without it (2.6x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  M••• P••••••• to F••••••
Timing
Strong timing
Value
$100M+
Team book $100M to $250M; portable $152M to $170M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at clearviewfpg.com (apollo); LinkedIn profile
Who else to call: 3 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
H•••• H•••• I••• H••• A••••••• L••, G••••••••• S•
Call-readyindependent RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-09-08. null went to C••••••• A•••• M••••••••• L••
  2026-09-08 (18 days ago). At I•••••••••, 13.9% with this moved within a year against 5.4% without it (2.6x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  C••••••••• W••••• to C••••••• A•••• M••••••••• L••
Timing
Strong timing
Value
$100M+
Team book $100M to $250M; portable $91M to $102M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 6 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
M•••• L••• L••• B••••••• I••••••••• C••••••, P•••••••• A•
Call-readyindependent RIA
- 40% of this office left for other firms in the last six months (latest 2026-08-31)
  2026-08-31 (26 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
$100M+
Team book $100M to $250M; portable $120M to $214M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at lanebrothers.com (hunter); LinkedIn profile
Missing: who works with them (team unresolved).
K•••• L••• L••• B••••••• I••••••••• C••••••, P•••••••• A•
Call-readyindependent RIA
- 40% of this office left for other firms in the last six months (latest 2026-08-31)
  2026-08-31 (26 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
$100M+
Team book $100M to $250M; portable $204M to $228M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
A•••• R••••• C•••••• C••••••••• • A•••• M•••••••••, L••••••• N•
Call-readyindependent RIA
- passed the Series 63 on 2026-06-26 after 11 years in the industry, not as part of a firm licensing class
  2026-06-26 (3 months ago). At I•••••••••, 12.4% with this moved within a year against 5.4% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong timing
Value
$100M+
Team book $100M to $250M; portable $109M to $195M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
M•••••• P•••• Z•••••• R••••••••• P•••••••, R•• B•••• N•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-03)
  2026-06-03 (4 months 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
$100M+
Team book $100M to $250M; portable $86M to $154M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at zynergyretirement.com (hunter)
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
Before a call: joined the current firm under a year ago.
G•••• G•••••••• Z•••••• R••••••••• P•••••••, R•• B•••• N•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-03)
  2026-06-03 (4 months 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
$100M+
Team book $100M to $250M; portable $86M to $154M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 7 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
M•••••• Z••••••••• Z•••••• R••••••••• P•••••••, R•• B•••• N•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-03)
  2026-06-03 (4 months 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
$100M+
Team book $100M to $250M; portable $86M to $154M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 7 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
R••• Z••••••••• Z•••••• R••••••••• P•••••••, R•• B•••• N•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-03)
  2026-06-03 (4 months 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
$100M+
Team book $100M to $250M; portable $147M to $164M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 6 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
N••••••• R••••• P••••••• W•••••• L••, D•••••• C•
Call-readyindependent RIA
- passed the Series 63 on 2026-05-28 after 14 years in the industry, not as part of a firm licensing class
  2026-05-28 (4 months ago). At I•••••••••, 12.4% with this moved within a year against 5.4% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong timing
Value
$100M+
Team book $100M to $250M; portable $64M to $113M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; professional profile page; catch-all email at protocolcheck.com, not verified
Missing: who works with them (team unresolved).
M••••• R••••••• T•••••••• P•••••••• L••, E••••• M•
Call-readyindependent RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-08. null went to F•••••• D•• S••••••••• L••
  2026-05-08 (5 months ago). At I•••••••••, 13.9% with this moved within a year against 5.4% without it (2.6x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  C••••••• R••••••• to F•••••• D•• S••••••••• L••
Timing
Strong timing
Value
$100M+
Team book $100M to $250M; portable $160M to $179M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
W•••••• T•••••••• I••••••••• W••••• A•••••••• L••, I••••••••• O•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-04-28)
  2026-04-28 (5 months 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
$100M+
Team book $100M to $250M; portable $105M to $187M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at iwadirect.com (firm_website)
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
C••••••••• K••••••••• I••••••••• W••••• A•••••••• L••, I••••••••• O•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-04-28)
  2026-04-28 (5 months 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
$100M+
Team book $100M to $250M; portable $179M to $200M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at iwadirect.com (firm_website)
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
J••••• Q•••• I••••••••• W••••• A•••••••• L••, I••••••••• O•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-04-28)
  2026-04-28 (5 months 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
$100M+
Team book $100M to $250M; portable $105M to $187M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
office line; firm contact form or inbox
Who else to call: 9 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
J•••• L•••••• P••••••• W•••••• L••, D•••••• C•
Call-readyindependent RIA
- passed the Series 63 on 2026-03-25 after 16 years in the industry, not as part of a firm licensing class
  2026-03-25 (6 months ago). At I•••••••••, 12.4% with this moved within a year against 5.4% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong timing
Value
$100M+
Team book $100M to $250M; portable $64M to $113M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at protocolcheck.com
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
M•••••• K••• K••• F•••••••• G••••, C••••••••• F•
Call-readyindependent RIA
- passed the Series 63 on 2026-01-15 after 8 years in the industry, not as part of a firm licensing class
  2026-01-15 (8 months ago). At I•••••••••, 12.4% with this moved within a year against 5.4% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong timing
Value
$100M+
Team book $100M to $250M; portable $61M to $109M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at raymondjames.com (apollo); LinkedIn profile
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
A••••• R••••• V•••••• W••••• P•••••••, M•••••• H•••• N•
Call-readyindependent RIA
- passed the Series 63 on 2025-09-30 after 15 years in the industry, not as part of a firm licensing class
  2025-09-30 (12 months 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
$100M+
Team book $100M to $250M; portable $87M to $97M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
M•••••• D•••••••• W•••• F•••• A•••••••, R•••••• P•
Call-readywirehouse
- owns 75% or more of a newly filed adviser, first filed 2026-06-05, where they are not yet registered: G••••••• W••••• M••••••••• L••
  2026-06-05 (4 months ago). At A••, 21.2% with this moved within a year against 4.9% without it (4.3x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
Timing
Strong 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 wellsfargoadvisors.com (apollo); LinkedIn profile
Business ties: Broad: 2 operating or professional businesses, 1 investment vehicle on file. A measure of business ties, not of book size or clients.
Who else to call: 34 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
B••••••• V•••••• B••••••• P••• F•••••••• I••••••••• A•••••••• I•••, H••••••••• T•
Call-readystate-registered adviser
- passed the Series 63 on 2026-04-14 after 10 years in the industry, not as part of a firm licensing class
  2026-04-14 (6 months ago). At A••, 11.8% with this moved within a year against 4.9% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong timing
Value
$25M+
Team book $25M to $50M; portable $24M to $43M, revenue at most $500K (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at balancedplanfinancial.com (apollo); LinkedIn profile
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
N•••••• V•••• V•••• I••••••••• I•••, L••• M•••• F•
Call-readystate-registered adviser
- is Ceo of a newly filed adviser, first filed 2026-07-20, where they are not yet registered: S• F••••
  2026-07-20 (2 months ago). At A••, 21.2% with this moved within a year against 4.9% without it (4.3x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
Timing
Strong timing
Value
$25M+
Team book $25M to $50M; portable $17M to $30M, revenue at most $500K (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email at virjiinvestments.com (hunter); LinkedIn profile
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
R•••••• G••••• M• P•••••• T•••, L•••• U•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-01)
  2026-07-01 (3 months 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
$25M+
Team book $50M to $100M; portable $29M to $52M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at equipyourfuture.com (firm_website)
Who else to call: 6 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
R••• R•••••••• M• P•••••• T•••, L•••• U•
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-01)
  2026-07-01 (3 months 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
$25M+
Team book $50M to $100M; portable $29M to $52M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 5 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).

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