Advisors to call now

Someone who moved firms with this advisor before has just left.

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

Lora Lakatos 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.
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.
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.
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.
G•••• J••••• L•• F•••••••• L••, C•••••••• A•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-05-11 (5 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•••••••• S•••••• to S••••••• M••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Unresolved
no contact route found
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
R••••• E•••••• L•• F•••••••• L••, O•• V•••••• A•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-05-11 (5 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•••••••• S•••••• to S••••••• M••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
3 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.
A•••• F•••• L•• F•••••••• L••, P••••••• A•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-04-13 (6 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••• K•••••••• to P•• W••••• M•••••••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
3 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.
M•••••• P•••••••• L•• F•••••••• L••, N•••••• B••••• C•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-04-13 (6 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••• K•••••••• to P•• W••••• M•••••••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
3 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.
T•••••• H••••• L•• F•••••••• L••, E••••••• N•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-04-13 (6 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••• K•••••••• to P•• W••••• M•••••••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
3 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.
N•••••• A•••• L•• F•••••••• L••, N•••••• B••••• C•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-03-27 (6 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.
  C•••••• G••••••• to A••••• A•• P••••••• S•••••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
3 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.
R••• M••••• L•• F•••••••• L••, N•••••• B••••• C•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-03-27 (6 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.
  C•••••• G••••••• to A••••• A•• P••••••• S•••••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
3 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.
R••• B•••• L•• F•••••••• L••, S•••• A••• C•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-03-27 (6 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.
  C•••••• G••••••• to A••••• A•• P••••••• S•••••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
3 move with them
Contact
Unresolved
no contact route found
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; a contact route.
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.
R••••• M••••••• L•• F•••••••• L••, T•• W••••••••• 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: 6 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••••••••• M••••• 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
  2026-09-15 (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.
M•••••• T••••• L•• F•••••••• L••, B•••••• R••••• N•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-09-10 (16 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.
  K••••••• T•••••• to C•••••••• G••••• M•••••• I•••
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: 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; a contact route.
P••• M•••••• L•• F•••••••• L••, F••• L••• N•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-09-10 (16 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.
  K••••••• T•••••• to C•••••••• G••••• M•••••• I•••
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: 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; mid-move on the record.
T•••••• M•• L•• F•••••••• L••, B•••••• R••••• N•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-09-10 (16 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.
  K••••••• T•••••• to C•••••••• G••••• M•••••• I•••
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: 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••• D••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, C•••••• R••••• F•
wirehouse
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-07-13 (3 months ago). At M••••••, 14.0% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  B•••• M•••••• to E•••••• A••••••• G••••• 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: 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.
T•••••• P••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, C••••••••• F•
wirehouse
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-07-13 (3 months ago). At M••••••, 14.0% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  B•••• M•••••• to E•••••• A••••••• G••••• 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: 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; 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.
S••••• W•••• L•• F•••••••• L••, P••••••• A•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-06-11 (4 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.
  C•••• J•••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
Timing
Strong timing
measured at this firm
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.
H•• M•• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, I•••••• C•
wirehouse
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-06-08 (4 months ago). At M••••••, 14.0% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  K• N••• to M••••• S••••••
Timing
Strong timing
measured at this firm
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.
E••••• P••••••• L•• F•••••••• L••, B•• A••• M•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-06-04 (4 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.
  D••••• S••••• to C••••• I••••••••• 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: 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.
D•••• B•••••• L•• F•••••••• L••, B•• A••• M•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-06-04 (4 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.
  D••••• S••••• to C••••• I••••••••• 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: 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.
S••••• M••••• L•• F•••••••• L••, B•• A••• M•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-06-04 (4 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.
  D••••• S••••• to C••••• I••••••••• 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: 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; a contact route.
I•• B••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, S•••••••• C•
wirehouse
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-05-12 (5 months ago). At M••••••, 14.0% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  J•••••• W••• to W•••• F•••• A•••••••
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: 8 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.
B••••••• M••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, L• J••••• C•
wirehouse
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-05-01 (5 months ago). At M••••••, 14.0% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  R••••• B•••• to J••• M••••• S••••••••• 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: 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.
D•••••• C•••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, L• J••••• C•
wirehouse
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-05-01 (5 months ago). At M••••••, 14.0% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  R••••• B•••• to J••• M••••• S••••••••• 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: 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.
C•••••••• R•••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, L• J••••• C•
wirehouse
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-05-01 (5 months ago). At M••••••, 14.0% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  R••••• B•••• to J••• M••••• S••••••••• 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: 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••• K••••• L•• F•••••••• L••, N•••••• B••••• C•
broker-dealer affiliated
- 2 people who moved firms with this advisor before left the current firm in the last 180 days. 2 went to C••••• I••••••••• A••••••• L••
  2026-09-11 (15 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.
  R••••• M•••••• to C••••• I••••••••• A••••••• L••; G••••• R•••••••• to C••••• I••••••••• A••••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
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; a contact route.
Z•••••• A••••• L•• F•••••••• L••, N•••••• B••••• C•
broker-dealer affiliated
- 2 people who moved firms with this advisor before left the current firm in the last 180 days. 2 went to C••••• I••••••••• A••••••• L••
  2026-09-11 (15 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 C••••• I••••••••• A••••••• L••; R••••• M•••••• to C••••• I••••••••• A••••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
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; a contact route.
M•••• W••••••••• L•• F•••••••• L••, M••••• B••••• S•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-09-10 (16 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.
  D••••• C•••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 3 related advisors, 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.
B•••• C••••••••• L•• F•••••••• L••, M••••• B••••• S•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-09-10 (16 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.
  D••••• C•••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.

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