Advisors to call now

Anything dated in the last 90 days, measured or not.

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

Brandon Shohdy LPL Financial LLC, Aliso Viejo, Ca
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-07-06 (3 months ago). At LPL, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  Montel White to J.P. Morgan Securities Llc
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
Justin Rasmusson LPL Financial LLC, Laconia, Nh
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-07-06 (3 months ago). At LPL, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  Montel White to J.P. Morgan Securities Llc
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
Zonia Lei LPL Financial LLC, San Francisco, Ca
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-07-06 (3 months ago). At LPL, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  Montel White to J.P. Morgan Securities Llc
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Unresolved
no contact route found
Who else to call: 6 related advisors, 6 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
V•••••• C••••••• C•••••••• I••••••••• R••••••• A•••••••• I•••, C••• H•••• P•
broker-dealer affiliated
- 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. 3 went to L••••• F•••••••• G••••
  2026-08-25 (32 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.
  H•••• C••••••• to L••••• F•••••••• G••••; A•••••••• L••••• to L••••• F•••••••• G••••; R••••• L••••• to L••••• F•••••••• G••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 4 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
T••••• W•••• L•• F•••••••• L••, B••••• B•••••• L•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-08-05 (52 days ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  G•••••• R••••••• to W•••• F•••• A•••••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Firm level
provider email, not verified
Who else to call: 9 related advisors, 9 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
D•••••• L•••••• L•• F•••••••• L••, L••••••••• L•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-08-05 (52 days ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  G•••••• R••••••• to W•••• F•••• A•••••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Firm level
provider email, not verified
Who else to call: 9 related advisors, 9 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J••••••• B•••• L•• F•••••••• L••, B••••••••• A•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-08-05 (52 days ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  G•••••• R••••••• to W•••• F•••• A•••••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 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.
P••• M••••• L•• F•••••••• L••, M••••••••• L•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-08-05 (52 days ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  G•••••• R••••••• to W•••• F•••• A•••••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 9 related advisors, 9 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
J•• B•••••••• L•• F•••••••• L••, N•• I•••••• L•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-08-05 (52 days ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  G•••••• R••••••• to W•••• F•••• A•••••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 9 related advisors, 9 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
D••• A••••• R•••••• J•••• • A••••••••• I•••, P••• B••••• F•
national broker-dealer RIA
- passed the Series 63 on 2026-07-22 after 24 years in the industry
  2026-07-22 (2 months ago). At N•••••••••, 10.2% with this moved within a year against 3.9% without it (2.6x, 2023 to 2025 cohorts). Source: IAPD individual record: exam date.
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
4 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.
K•••• W••••• L•• F•••••••• L••, C•••••••• O•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-07-14 (2 months ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  S••••• D••• to D••• D•••• W••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 4 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
S••••• I•••••• L•• F•••••••• L••, O••••••• C•••• O•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-07-14 (2 months ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  S••••• D••• to D••• D•••• W••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 4 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
H••••• S••••• L•• F•••••••• L••, D•••••• O•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-07-14 (2 months ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  S••••• D••• to D••• D•••• W••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 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: practice size; a contact route.
C•••• L•••• L•• F•••••••• L••, C••••••••• O•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-07-14 (2 months ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  S••••• D••• to D••• D•••• W••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 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: practice size; a contact route.
R••••• L•••••• L•• F•••••••• L••, A••••••• O•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-07-14 (2 months ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  S••••• D••• to D••• D•••• W••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 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: practice size; a contact route.
A••• W••••• C•••••••• I••••••••• R••••••• A•••••••• I•••, B••• R••••• F•
broker-dealer affiliated
- 9 of the 16 advisors at this office left in the last 180 days (56%), against a median of 0% across the firm's other offices. 9 went to L•• F•••••••• L••
  2026-07-13 (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.
  C••• L•••••• to L•• F•••••••• L••; T••••• R••• to L•• F•••••••• L••; I••• U•••••• to L•• F•••••••• L••; F•••••••• T•••• to L•• F•••••••• L•• and 2 more
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Firm level
firm contact form or inbox
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; joined the current firm under a year ago.
C••• L•• L•• F•••••••• L••, D•••••••• W•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-06-26 (3 months ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  M••• H•• to E•••••• A••••••• G••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
S••••• B••••••••• L•• F•••••••• L••, J••••••••• F•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-06-26 (3 months ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  M••• H•• to E•••••• A••••••• G••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
S•••• F••••••••• L•• F•••••••• L••, S••• L••• C•••• U•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-06-26 (3 months ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  M••• H•• to E•••••• A••••••• G••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
C•••••• R••••••••• L•• F•••••••• L••, C••••••••• O•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-06-26 (3 months ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  M••• H•• to E•••••• A••••••• G••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
S••• M•••••• O•••• A••••••• S•••••••• L••, M•••••••• I•
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 L•• F•••••••• L••
  2026-09-11 (15 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.
  R••••• W••••• to L•• F•••••••• L••; R•••••• W••••• to L•• F•••••••• L••
- 2 people who moved firms with this advisor before left the current firm in the last 180 days. 2 went to L•• F•••••••• L••
  2026-09-11 (15 days ago). At B•••••••••, 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.
  R•••••• W••••• to L•• F•••••••• L••; R••••• W••••• to L•• F•••••••• L••
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.
L••• L•••••• O•••• A••••••• S•••••••• L••, M•••••••• I•
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 L•• F•••••••• L••
  2026-09-11 (15 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.
  R••••• W••••• to L•• F•••••••• L••; R•••••• W••••• to L•• F•••••••• L••
- 2 people who moved firms with this advisor before left the current firm in the last 180 days. 2 went to L•• F•••••••• L••
  2026-09-11 (15 days ago). At B•••••••••, 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.
  R••••• W••••• to L•• F•••••••• L••; R•••••• W••••• to L•• F•••••••• L••
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.
A•••• W••••••••• O•••• A••••••• S•••••••• L••, M•••••••• I•
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 L•• F•••••••• L••
  2026-09-11 (15 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.
  R••••• W••••• to L•• F•••••••• L••; R•••••• W••••• to L•• F•••••••• L••
- passed the Series 63 on 2026-01-05 after 21 years in the industry
  2026-01-05 (9 months ago). At B•••••••••, 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 L•• F•••••••• L••
  2026-09-11 (15 days ago). At B•••••••••, 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.
  R••••• W••••• to L•• F•••••••• L••; R•••••• W••••• to L•• F•••••••• L••
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.
J••••••• F••••• O•••• A••••••• S•••••••• L••, M•••••••• I•
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 L•• F•••••••• L••
  2026-09-11 (15 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.
  R••••• W••••• to L•• F•••••••• L••; R•••••• W••••• to L•• F•••••••• L••
- 2 people who moved firms with this advisor before left the current firm in the last 180 days. 2 went to L•• F•••••••• L••
  2026-09-11 (15 days ago). At B•••••••••, 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.
  R••••• W••••• to L•• F•••••••• L••; R•••••• W••••• to L•• F•••••••• L••
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.
E••• B••••• C••••••, M••••• F•
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 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.
  W•••••• V•••••• to R••••••• W••••• M•••••••••; J••• B••• to M•• C•••••• M••••••••• L••; P•••• S•••••••• to C•••••••• I••••••••• R••••••• A•••••••• I•••
- 2 known colleagues moved to an independent RIA in the last 180 days
  2026-09-03 (23 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•••••• V•••••• to R••••••• W••••• M•••••••••; J••• B••• to M•• C•••••• M••••••••• L••
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.
G•••••• D••••• L•• F•••••••• L••, F••••••••• N•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-09-02 (24 days ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  C•••• P••• to A••• W•••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 11 related advisors, 8 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
D••••• G•••••••• L•• F•••••••• L••, F••••••••• N•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-09-02 (24 days ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  C•••• P••• to A••• W•••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 11 related advisors, 8 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
S••••• N••••• L•• F•••••••• L••, F••••••••• N•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-09-02 (24 days ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  C•••• P••• to A••• W•••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 11 related advisors, 8 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••••• K••••• L•• F•••••••• L••, F••••••••• N•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-09-02 (24 days ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  C•••• P••• to A••• W•••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 11 related advisors, 8 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
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.
T•••••• S•••••• O•••••••• F•••••••• S••••••• L••, B••••••••• A•
independent RIA
- owns 50% to 75% of a newly filed adviser, first filed 2026-08-24, where they are not yet registered: S••••••••• C•••••• L••
  2026-08-24 (33 days ago). At I•••••••••, 15.2% with this moved within a year against 5.4% without it (2.8x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
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, 1 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.
L••••••• A•••• E••••• J••••, C•••• N•
national broker-dealer RIA
- passed the Series 63 on 2026-05-11 after 28 years in the industry
  2026-05-11 (5 months ago). At N•••••••••, 10.2% with this moved within a year against 3.9% without it (2.6x, 2023 to 2025 cohorts). Source: IAPD individual record: exam date.
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; joined the current firm under a year ago.
M•••••• P•••••••• L•• F•••••••• L••, C••••••• T•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-09-15 (11 days ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  M•••••• J•••••• to R•• A•••••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
2 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: practice size; a contact route.

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