Advisors to call now

Offices that lost 20% or more of their advisors in 180 days.

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

Aaron Williamson Osaic Advisory Services, LLC, Meridiam, Id
broker-dealer affiliated
- 2 of the 8 advisors at this office left in the last 180 days (25%), against a median of 0% across the firm's other offices. 2 went to LPL Financial LLC
  2026-09-11 (15 days ago). At broker-dealer affiliated firms, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  Robert Wilson to Lpl Financial Llc; Richard Wilson to Lpl Financial Llc
- passed the Series 63 on 2026-01-05 after 21 years in the industry
  2026-01-05 (9 months ago). At broker-dealer affiliated firms, 12.4% with this moved within a year against 5.3% without it (2.3x, 2023 to 2025 cohorts). Source: IAPD individual record: exam date.
- 2 people who moved firms with this advisor before left the current firm in the last 180 days. 2 went to LPL Financial LLC
  2026-09-11 (15 days ago). At broker-dealer affiliated firms, 9.9% with this moved within a year against 5.3% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  Robert Wilson to Lpl Financial Llc; Richard Wilson to Lpl Financial Llc
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
4-person high-confidence team
2 members left this year, including the most senior; after a first exit 11% of those left followed within a year
Contact
Unresolved
no contact route found
Who else to call: 10 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route; mid-move on the record.
Jennifer Foster Osaic Advisory Services, LLC, Meridiam, Id
broker-dealer affiliated
- 2 of the 8 advisors at this office left in the last 180 days (25%), against a median of 0% across the firm's other offices. 2 went to LPL Financial LLC
  2026-09-11 (15 days ago). At broker-dealer affiliated firms, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  Robert Wilson to Lpl Financial Llc; Richard Wilson to Lpl Financial Llc
- 2 people who moved firms with this advisor before left the current firm in the last 180 days. 2 went to LPL Financial LLC
  2026-09-11 (15 days ago). At broker-dealer affiliated firms, 9.9% with this moved within a year against 5.3% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  Robert Wilson to Lpl Financial Llc; Richard Wilson to Lpl Financial Llc
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
4-person high-confidence team
2 members left this year, including the most senior; after a first exit 11% of those left followed within a year
Contact
Unresolved
no contact route found
Who else to call: 10 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route; mid-move on the record.
Eric Bodner Corient, Miami, Fl
independent RIA
- 3 of the 9 advisors at this office left in the last 180 days (33%), against a median of 0% across the firm's other offices
  2026-09-03 (23 days ago). At independent RIAs, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  William Vaughan to Ritholtz Wealth Management; John Beck to Mai Capital Management, Llc; Pablo Sotomayor to Cambridge Investment Research Advisors, Inc.
- 2 known colleagues moved to an independent RIA in the last 180 days
  2026-09-03 (23 days ago). At independent RIAs, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  William Vaughan to Ritholtz Wealth Management; John Beck to Mai Capital Management, Llc
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
S•••• B•••••• P•• A•••••••, P••••••• A•
independent RIA
- 10 of the 31 advisors at this office left in the last 180 days (32%), against a median of 0% across the firm's other offices. 6 went to O•••••••••
  2026-08-26 (31 days ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  C••••••••• J••••••• to T••••••• A•••• M••••••••• L••; G•••• G•••• to B•••••• F•••••••• S••••••• G••••; S••• F••• to L•• F•••••••• L••; M••••• K••• to O••••••••• and 2 more
- 3 known colleagues moved to an independent RIA in the last 180 days
  2026-08-26 (31 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.
  C••••••••• J••••••• to T••••••• A•••• M••••••••• L••; G•••• G•••• to B•••••• F•••••••• S••••••• G••••; R••••• M•••• to D••••• M•••• A•••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Professional
professional profile page
Before a call: practice size.
D••••• K••••• P•• A•••••••, P••••••• A•
independent RIA
- 10 of the 31 advisors at this office left in the last 180 days (32%), against a median of 0% across the firm's other offices. 6 went to O•••••••••
  2026-08-26 (31 days ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  C••••••••• J••••••• to T••••••• A•••• M••••••••• L••; G•••• G•••• to B•••••• F•••••••• S••••••• G••••; S••• F••• to L•• F•••••••• L••; M••••• K••• to O••••••••• and 2 more
- 3 known colleagues moved to an independent RIA in the last 180 days
  2026-08-26 (31 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.
  C••••••••• J••••••• to T••••••• A•••• M••••••••• L••; G•••• G•••• to B•••••• F•••••••• S••••••• G••••; R••••• M•••• to D••••• M•••• A•••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Professional
professional profile page
Who else to call: 3 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
G•••••• L••••••• P•• A•••••••, P••••••• A•
independent RIA
- 10 of the 31 advisors at this office left in the last 180 days (32%), against a median of 0% across the firm's other offices. 6 went to O•••••••••
  2026-08-26 (31 days ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  C••••••••• J••••••• to T••••••• A•••• M••••••••• L••; G•••• G•••• to B•••••• F•••••••• S••••••• G••••; S••• F••• to L•• F•••••••• L••; M••••• K••• to O••••••••• and 2 more
- 3 known colleagues moved to an independent RIA in the last 180 days
  2026-08-26 (31 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.
  C••••••••• J••••••• to T••••••• A•••• M••••••••• L••; G•••• G•••• to B•••••• F•••••••• S••••••• G••••; R••••• M•••• to D••••• M•••• A•••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 3 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
R••• P••••• R••• N•••• C•••••• I••••••••• A•••••••, B••••••••• M•
independent RIA
- 4 of the 15 advisors at this office left in the last 180 days (27%). 2 went to M•••• C••••••• A••••••• S••••••
  2026-08-14 (43 days ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  B•••••• B••••• to F••••••••• I••••••••• A••••••• L••; S••••• G•••• to B••••••••• C•••••• M••••••••• L••; K•••••• D••• to M•••• C••••••• A••••••• S••••••; K••• M••••••• to M•••• C••••••• A••••••• S••••••
- 2 known colleagues moved to an independent RIA in the last 180 days
  2026-08-14 (43 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.
  B•••••• B••••• to F••••••••• I••••••••• A••••••• L••; S••••• G•••• to B••••••••• C•••••• M••••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Direct
published business email (firm_website)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
C•••••••• R•• R••• N•••• C•••••• I••••••••• A•••••••, B••••••••• M•
independent RIA
- 4 of the 15 advisors at this office left in the last 180 days (27%). 2 went to M•••• C••••••• A••••••• S••••••
  2026-08-14 (43 days ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  B•••••• B••••• to F••••••••• I••••••••• A••••••• L••; S••••• G•••• to B••••••••• C•••••• M••••••••• L••; K•••••• D••• to M•••• C••••••• A••••••• S••••••; K••• M••••••• to M•••• C••••••• A••••••• S••••••
- 2 known colleagues moved to an independent RIA in the last 180 days
  2026-08-14 (43 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.
  B•••••• B••••• to F••••••••• I••••••••• A••••••• L••; S••••• G•••• to B••••••••• C•••••• M••••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Direct
published business email (firm_website)
Who else to call: 4 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
J•••• C•••••• R••• N•••• C•••••• I••••••••• A•••••••, B••••••••• M•
independent RIA
- 4 of the 15 advisors at this office left in the last 180 days (27%). 2 went to M•••• C••••••• A••••••• S••••••
  2026-08-14 (43 days ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  B•••••• B••••• to F••••••••• I••••••••• A••••••• L••; S••••• G•••• to B••••••••• C•••••• M••••••••• L••; K•••••• D••• to M•••• C••••••• A••••••• S••••••; K••• M••••••• to M•••• C••••••• A••••••• S••••••
- 2 known colleagues moved to an independent RIA in the last 180 days
  2026-08-14 (43 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.
  B•••••• B••••• to F••••••••• I••••••••• A••••••• L••; S••••• G•••• to B••••••••• C•••••• M••••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
J••••• M••••••• R••• N•••• C•••••• I••••••••• A•••••••, B••••••••• M•
independent RIA
- 4 of the 15 advisors at this office left in the last 180 days (27%). 2 went to M•••• C••••••• A••••••• S••••••
  2026-08-14 (43 days ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  B•••••• B••••• to F••••••••• I••••••••• A••••••• L••; S••••• G•••• to B••••••••• C•••••• M••••••••• L••; K•••••• D••• to M•••• C••••••• A••••••• S••••••; K••• M••••••• to M•••• C••••••• A••••••• S••••••
- 2 known colleagues moved to an independent RIA in the last 180 days
  2026-08-14 (43 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.
  B•••••• B••••• to F••••••••• I••••••••• A••••••• L••; S••••• G•••• to B••••••••• C•••••• M••••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
L••• P•••• T•• L••• W••••• G••••, W••••• G•••••• F•
independent RIA
- 2 of the 10 advisors at this office left in the last 180 days (20%)
  2026-07-12 (3 months ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  A•••••••• T••••• to L•• F•••••••• L••; J••••• C••••••••• to S••••• W••••• A•••••••• I•••
- 2 people who moved firms with this advisor before left the current firm in the last 180 days
  2026-07-12 (3 months ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  A•••••••• T••••• to L•• F•••••••• L••; J••••• C••••••••• to S••••• W••••• A•••••••• I•••
Timing
Strong timing
Value
Not estimable
Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
3 move with them
Contact
Unresolved
no contact route found
Who else to call: 4 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a contact route.
T••••• R•••••• P•• A•••••••, P••••••• A•
independent RIA
- 10 of the 31 advisors at this office left in the last 180 days (32%), against a median of 0% across the firm's other offices. 6 went to O•••••••••
  2026-08-26 (31 days ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  C••••••••• J••••••• to T••••••• A•••• M••••••••• L••; G•••• G•••• to B•••••• F•••••••• S••••••• G••••; S••• F••• to L•• F•••••••• L••; M••••• K••• to O••••••••• and 2 more
- 3 known colleagues moved to an independent RIA in the last 180 days
  2026-08-26 (31 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.
  C••••••••• J••••••• to T••••••• A•••• M••••••••• L••; G•••• G•••• to B•••••• F•••••••• S••••••• G••••; R••••• M•••• to D••••• M•••• A•••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Professional
professional profile page
Who else to call: 3 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
M••• M••••••• A••••• A•• P••••••• S•••••••, D•••••• C•
broker-dealer affiliated
- 6 of the 21 advisors at this office left in the last 180 days (29%), against a median of 0% across the firm's other offices
  2026-08-06 (51 days ago). At B•••••••••, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  S••••• S••••• to C••••• I••••••••• A••••••• L••; J•• F•••••••• to E•••••• A••••••• G••••• L••; J•••• B•••• to C••••••••• W••••• A•••••••• L••; M•••••• I•••• to M••••••••• R••••••••• and 2 more
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Direct
verified business email (hunter)
Before a call: practice size.
P•••••• D••••••••• A••••• A•• P••••••• S•••••••, D•••••• C•
broker-dealer affiliated
- 6 of the 21 advisors at this office left in the last 180 days (29%), against a median of 0% across the firm's other offices
  2026-08-06 (51 days ago). At B•••••••••, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  S••••• S••••• to C••••• I••••••••• A••••••• L••; J•• F•••••••• to E•••••• A••••••• G••••• L••; J•••• B•••• to C••••••••• W••••• A•••••••• L••; M•••••• I•••• to M••••••••• R••••••••• and 2 more
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
M••••• D••••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, I•••••••• W•
broker-dealer affiliated
- 4 of the 11 advisors at this office left in the last 180 days (36%), against a median of 0% across the firm's other offices. 3 went to ••••••••
  2026-07-15 (2 months ago). At B•••••••••, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  B•••• J••••• to ••••••••; H••• K•• to ••••••••; M•••••• Z•••• to ••••••••; G••• L•••••• to A••••••••• F•••••••• S•••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Direct
verified business email (hunter)
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: practice size.
T••• S•••••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, I•••••••• W•
broker-dealer affiliated
- 4 of the 11 advisors at this office left in the last 180 days (36%), against a median of 0% across the firm's other offices. 3 went to ••••••••
  2026-07-15 (2 months ago). At B•••••••••, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  B•••• J••••• to ••••••••; H••• K•• to ••••••••; M•••••• Z•••• to ••••••••; G••• L•••••• to A••••••••• F•••••••• S•••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Direct
verified business email (hunter)
Who else to call: 3 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
Y••••• H••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, I•••••••• W•
broker-dealer affiliated
- 4 of the 11 advisors at this office left in the last 180 days (36%), against a median of 0% across the firm's other offices. 3 went to ••••••••
  2026-07-15 (2 months ago). At B•••••••••, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  B•••• J••••• to ••••••••; H••• K•• to ••••••••; M•••••• Z•••• to ••••••••; G••• L•••••• to A••••••••• F•••••••• S•••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Unresolved
no contact route found
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: practice size; a contact route.
H••••••• L•••••••• T•• L••• W••••• G••••, W••••• G•••••• F•
independent RIA
- 2 of the 10 advisors at this office left in the last 180 days (20%)
  2026-07-12 (3 months ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  A•••••••• T••••• to L•• F•••••••• L••; J••••• C••••••••• to S••••• W••••• A•••••••• I•••
- 2 people who moved firms with this advisor before left the current firm in the last 180 days
  2026-07-12 (3 months ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  A•••••••• T••••• to L•• F•••••••• L••; J••••• C••••••••• to S••••• W••••• A•••••••• I•••
Timing
Strong timing
Value
Not estimable
Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
3-person high-confidence team
2 members left this year; after a first exit 11% of those left followed within a year
Contact
Unresolved
no contact route found
Who else to call: 7 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a contact route.
B•••••• B••••• T•• L••• W••••• G••••, W••••• G•••••• F•
independent RIA
- 2 of the 10 advisors at this office left in the last 180 days (20%)
  2026-07-12 (3 months ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  A•••••••• T••••• to L•• F•••••••• L••; J••••• C••••••••• to S••••• W••••• A•••••••• I•••
- 2 people who moved firms with this advisor before left the current firm in the last 180 days
  2026-07-12 (3 months ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  A•••••••• T••••• to L•• F•••••••• L••; J••••• C••••••••• to S••••• W••••• A•••••••• I•••
Timing
Strong timing
Value
Not estimable
Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
3-person high-confidence team
2 members left this year; after a first exit 11% of those left followed within a year
Contact
Unresolved
no contact route found
Who else to call: 7 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a contact route.
H••••• L•••••••• T•• L••• W••••• G••••, W••••• G•••••• F•
independent RIA
- 2 of the 10 advisors at this office left in the last 180 days (20%)
  2026-07-12 (3 months ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  A•••••••• T••••• to L•• F•••••••• L••; J••••• C••••••••• to S••••• W••••• A•••••••• I•••
- 2 people who moved firms with this advisor before left the current firm in the last 180 days
  2026-07-12 (3 months ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  A•••••••• T••••• to L•• F•••••••• L••; J••••• C••••••••• to S••••• W••••• A•••••••• I•••
Timing
Strong timing
Value
Not estimable
Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
3-person high-confidence team
2 members left this year; after a first exit 11% of those left followed within a year
Contact
Unresolved
no contact route found
Who else to call: 6 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a contact route.
T•••• B•••• S•••••• P••••••• I••••••••• A•••••••• L••, N•• Y•••• N•
broker-dealer affiliated
- 3 of the 12 advisors at this office left in the last 180 days (25%), against a median of 0% across the firm's other offices. 3 went to M••••• S••••••
  2026-07-10 (3 months ago). At B•••••••••, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  D•••• B••••••••• to M••••• S••••••; A••••• G•••••• to M••••• S••••••; D••••• D••••••• to M••••• S••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Firm level
firm contact form or inbox
Before a call: practice size; joined the current firm under a year ago.
P•••• D•••••• S•••••• P••••••• I••••••••• A•••••••• L••, N•• Y•••• N•
broker-dealer affiliated
- 3 of the 12 advisors at this office left in the last 180 days (25%), against a median of 0% across the firm's other offices. 3 went to M••••• S••••••
  2026-07-10 (3 months ago). At B•••••••••, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  D•••• B••••••••• to M••••• S••••••; A••••• G•••••• to M••••• S••••••; D••••• D••••••• to M••••• S••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Firm level
firm contact form or inbox
Before a call: practice size; joined the current firm under a year ago.
T••• C••••••••• U••• B•••••• A•••••••• L••, T••••• A•
bank affiliated
- 2 of the 10 advisors at this office left in the last 180 days (20%), against a median of 0% across the firm's other offices
  2026-06-22 (3 months ago). At B•••••••••, 15.5% with this moved within a year against 7.5% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  K•••• F••••••••• to V••••••• A•••••••• I•••; D•••• R• to M••••• S••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Direct
published business email (adapter:us_bancorp); direct line printed for this person
Before a call: practice size; joined the current firm under a year ago.
M•••••• H••••••••• U••• B•••••• A•••••••• L••, T••••• A•
bank affiliated
- 2 of the 10 advisors at this office left in the last 180 days (20%), against a median of 0% across the firm's other offices
  2026-06-22 (3 months ago). At B•••••••••, 15.5% with this moved within a year against 7.5% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  K•••• F••••••••• to V••••••• A•••••••• I•••; D•••• R• to M••••• S••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Direct
published business email (adapter:us_bancorp)
Before a call: practice size; joined the current firm under a year ago.
D••••• R••••••• J••• M••••• S••••••••• L••, A•••••• C•
wirehouse
- 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
  2026-06-18 (3 months ago). At W••••••••, 10.9% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  B••••••• G•••••• to S•••; S••••• C••• to P•• W••••• M•••••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
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)); provider email, not verified
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: practice size; joined the current firm under a year ago.
W••• C•••••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, F••••••••• A•
broker-dealer affiliated
- 6 of the 18 advisors at this office left in the last 180 days (33%), against a median of 0% across the firm's other offices. 6 went to W•••••••• W••••• D•••••• L••
  2026-06-12 (4 months ago). At B•••••••••, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  A•••••• R••••• to W•••••••• W••••• D•••••• L••; A••••• W••••••• to W•••••••• W••••• D•••••• L••; J•••••• M•••••• to W•••••••• W••••• D•••••• L••; D••••• R•••••• to W•••••••• W••••• D•••••• L•• and 2 more
- 6 known colleagues moved to an independent RIA in the last 180 days. 6 went to W•••••••• W••••• D•••••• L••
  2026-06-12 (4 months 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.
  D•••• C••• to W•••••••• W••••• D•••••• L••; M•••••• P••••• to W•••••••• W••••• D•••••• L••; A••••• W••••••• to W•••••••• W••••• D•••••• L••; D••••• R•••••• to W•••••••• W••••• D•••••• L•• and 2 more
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Direct
verified business email (hunter)
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: practice size.
J••• B••••••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, F••••••••• A•
broker-dealer affiliated
- 6 of the 18 advisors at this office left in the last 180 days (33%), against a median of 0% across the firm's other offices. 6 went to W•••••••• W••••• D•••••• L••
  2026-06-12 (4 months ago). At B•••••••••, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  A•••••• R••••• to W•••••••• W••••• D•••••• L••; A••••• W••••••• to W•••••••• W••••• D•••••• L••; J•••••• M•••••• to W•••••••• W••••• D•••••• L••; D••••• R•••••• to W•••••••• W••••• D•••••• L•• and 2 more
- 6 known colleagues moved to an independent RIA in the last 180 days. 6 went to W•••••••• W••••• D•••••• L••
  2026-06-12 (4 months 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.
  D••••• R•••••• to W•••••••• W••••• D•••••• L••; D•••• C••• to W•••••••• W••••• D•••••• L••; M•••••• P••••• to W•••••••• W••••• D•••••• L••; J•••••• M•••••• to W•••••••• W••••• D•••••• L•• and 2 more
Timing
Strong timing
Value
Not estimable
Book not estimable
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: practice size; a contact route.
L••• S•••••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, F••••••••• A•
broker-dealer affiliated
- 6 of the 18 advisors at this office left in the last 180 days (33%), against a median of 0% across the firm's other offices. 6 went to W•••••••• W••••• D•••••• L••
  2026-06-12 (4 months ago). At B•••••••••, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  A•••••• R••••• to W•••••••• W••••• D•••••• L••; A••••• W••••••• to W•••••••• W••••• D•••••• L••; J•••••• M•••••• to W•••••••• W••••• D•••••• L••; D••••• R•••••• to W•••••••• W••••• D•••••• L•• and 2 more
- 6 known colleagues moved to an independent RIA in the last 180 days. 6 went to W•••••••• W••••• D•••••• L••
  2026-06-12 (4 months 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.
  A••••• W••••••• to W•••••••• W••••• D•••••• L••; D•••• C••• to W•••••••• W••••• D•••••• L••; M•••••• P••••• to W•••••••• W••••• D•••••• L••; A•••••• R••••• to W•••••••• W••••• D•••••• L•• and 2 more
Timing
Strong timing
Value
Not estimable
Book not estimable
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: practice size; a contact route.
R•••••• W••••• I••••••• W••••• M••••••••• L••, C•••••••• A•
Call-readyindependent RIA
- 2 of the 8 advisors at this office left in the last 180 days (25%). 2 went to R•••• W••••• P•••••••
  2026-05-29 (4 months ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  L••••• F•••• to R•••• W••••• P•••••••; M••••• H••• to R•••• W••••• P•••••••
Timing
Strong timing
Value
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
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).
R•••• C••• I••••••• W••••• M••••••••• L••, C•••••••• A•
Call-readyindependent RIA
- 2 of the 8 advisors at this office left in the last 180 days (25%). 2 went to R•••• W••••• P•••••••
  2026-05-29 (4 months ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  L••••• F•••• to R•••• W••••• P•••••••; M••••• H••• to R•••• W••••• P•••••••
Timing
Strong timing
Value
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
Contact
Professional
professional profile page
E••••• P••••••• I••••••• W••••• M••••••••• L••, C•••••••• A•
Call-readyindependent RIA
- 2 of the 8 advisors at this office left in the last 180 days (25%). 2 went to R•••• W••••• P•••••••
  2026-05-29 (4 months ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  L••••• F•••• to R•••• W••••• P•••••••; M••••• H••• to R•••• W••••• P•••••••
Timing
Strong timing
Value
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
Contact
Firm level
firm contact form or inbox
J••••• C••• C••••• I••••••••• A••••••• L••, M••••••• O•
broker-dealer affiliated
- 5 of the 13 advisors at this office left in the last 180 days (38%), against a median of 0% across the firm's other offices. 5 went to L•• F•••••••• L••
  2026-05-15 (4 months ago). At B•••••••••, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  K•••• W•••• to L•• F•••••••• L••; T•••• F••••• to L•• F•••••••• L••; C•••••• S•••••• to L•• F•••••••• L••; A•••••• A•••••••• to L•• F•••••••• L•• and 1 more
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route; joined the current firm under a year ago.
T•••••• W•••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, H•••• K•
broker-dealer affiliated
- 2 of the 10 advisors at this office left in the last 180 days (20%), against a median of 0% across the firm's other offices. 2 went to L••••••••• I••••••••• M•••••••••
  2026-04-22 (5 months ago). At B•••••••••, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  A••••••• K••• to L••••••••• I••••••••• M•••••••••; P•••••• W•••• to L••••••••• I••••••••• M•••••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
J•••••• D••••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, H•••• K•
broker-dealer affiliated
- 2 of the 10 advisors at this office left in the last 180 days (20%), against a median of 0% across the firm's other offices. 2 went to L••••••••• I••••••••• M•••••••••
  2026-04-22 (5 months ago). At B•••••••••, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  A••••••• K••• to L••••••••• I••••••••• M•••••••••; P•••••• W•••• to L••••••••• I••••••••• M•••••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
C•••• D••••••••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, H•••• K•
broker-dealer affiliated
- 2 of the 10 advisors at this office left in the last 180 days (20%), against a median of 0% across the firm's other offices. 2 went to L••••••••• I••••••••• M•••••••••
  2026-04-22 (5 months ago). At B•••••••••, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  A••••••• K••• to L••••••••• I••••••••• M•••••••••; P•••••• W•••• to L••••••••• I••••••••• M•••••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
D•• J••••• A••••• A•••••••, L••••• U•
Call-readyindependent RIA
- 5 of the 11 advisors at this office left in the last 180 days (45%). 5 went to T••••• W••••• M••••••••• L••
  2026-04-08 (6 months ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  A••• G••••• to T••••• W••••• M••••••••• L••; J•••• B•••••••• to T••••• W••••• M••••••••• L••; R•••• L••• to T••••• W••••• M••••••••• L••; T•••• T••••••• to T••••• W••••• M••••••••• L•• and 1 more
- 5 known colleagues moved to an independent RIA in the last 180 days. 5 went to T••••• W••••• M••••••••• L••
  2026-04-08 (6 months 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.
  A••• G••••• to T••••• W••••• M••••••••• L••; R•••• L••• to T••••• W••••• M••••••••• L••; J•••• B•••••••• to T••••• W••••• M••••••••• L••; T•••• T••••••• to T••••• W••••• M••••••••• L•• and 1 more
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
M••• M•••••••• C••••• I••••••••• A••••••• L••, F••• L••••••••• F•
broker-dealer affiliated
- 2 of the 8 advisors at this office left in the last 180 days (25%), against a median of 0% across the firm's other offices. 2 went to A••• A••••••• P•••••••
  2026-04-02 (6 months ago). At B•••••••••, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  G•••••• B•••• to A••• A••••••• P•••••••; B•••••• B•••• to A••• A••••••• P•••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route; joined the current firm under a year ago.
L•••• C••••••• L••••• S••••• L••, G•••••• I•
independent RIA
- 3 of the 13 advisors at this office left in the last 180 days (23%)
  2026-09-16 (10 days ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  K•••• K•••••• to K••••• A••••••• S•••••••• L••; W•••• S••••• to B••• A••••••••• I••; T••••• K••• to F•••• T•••• A••••••• L•
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-16 (10 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.
  W•••• S••••• to B••• A••••••••• I••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email (firm_website)
Before a call: practice size.
J••• D••• L••••• S••••• L••, G•••••• I•
independent RIA
- 3 of the 13 advisors at this office left in the last 180 days (23%)
  2026-09-16 (10 days ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  K•••• K•••••• to K••••• A••••••• S•••••••• L••; W•••• S••••• to B••• A••••••••• I••; T••••• K••• to F•••• T•••• A••••••• L•
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-16 (10 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.
  W•••• S••••• to B••• A••••••••• I••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email (firm_website)
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J••••••• A•••• A•••• I••••••••• G••••, W••••• P•
independent RIA
- 4 of the 16 advisors at this office left in the last 180 days (25%). 3 went to E•••• F•••••••• G••••• L••
  2026-09-04 (22 days ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  L•••• R••••• to E•••• F•••••••• G••••• L••; J••• C••••••• to E•••• F•••••••• G••••• L••; L•••••• C••••••• to E•••• F•••••••• G••••• L••; S••••• C•••••••• to C••••••••• P•••••••• R••••• C•••
- 4 known colleagues moved to an independent RIA in the last 180 days. 3 went to E•••• F•••••••• G••••• L••
  2026-09-04 (22 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.
  L•••• R••••• to E•••• F•••••••• G••••• L••; J••• C••••••• to E•••• F•••••••• G••••• L••; L•••••• C••••••• to E•••• F•••••••• G••••• L••; S••••• C•••••••• to C••••••••• P•••••••• R••••• C•••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
direct line printed for this person
Before a call: practice size.

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.