Advisors to call now

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

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

Adam Woodworth Colorado Financial Service Corporation, Centennial, Co
FORMER_SEC_ADVISER
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-08. null went to Advice And Planning Services
  2026-06-08 (4 months ago). Across all advisors, 8.6% with this moved within a year against 4.9% without it (1.7x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  Martin Vestel to ADVICE AND PLANNING SERVICES
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: practice size.
Jean Prina Ernst & Young Investment Advisers Llp, Tampa, Fl
no RAUM reported
- a prior co-move teammate left the firm for an independent RIA on 2026-06-08. null went to Facet
  2026-06-08 (4 months ago). Across all advisors, 9.2% with this moved within a year against 4.9% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  Francesca Streb to FACET
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
Sebastian Russell Raymond James & Associates, Inc., Atlanta, Ga
national broker-dealer RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-06-05. null went to Hb Wealth
  2026-06-05 (4 months ago). Across all advisors, 9.2% with this moved within a year against 4.9% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  Lesley Laws to HB WEALTH
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 4 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.
H••••••• F••••• R•••••• J•••• • A••••••••• I•••, A••••••• G•
national broker-dealer RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-06-05. null went to H• W•••••
  2026-06-05 (4 months ago). At A••, 9.2% with this moved within a year against 4.9% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  L••••• L••• to H• W•••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 4 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.
L•••• D••••••••• J••• M••••• S••••••••• L••, I•••••• C•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-02. null went to M••••••
  2026-06-02 (4 months ago). At J•••••••, 9.9% with this moved within a year against 5.5% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  C•••• G•••• to M••••••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Before a call: practice size; joined the current firm under a year ago.
I•• G••••• P•• W••••• M•••••••••, C••••••••• N•
bank affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-02. null went to V•••••••• F••••••••• L••
  2026-06-02 (4 months ago). At B•••••••••, 14.7% with this moved within a year against 7.5% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  V••••• T••• to V•••••••• F••••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
inferred email (firm style, deliverability sampled) at pnc.com
Before a call: practice size.
B•••• H••••• J••• M••••• S••••••••• L••, I•••••• C•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-02. null went to W•••• F••••
  2026-06-02 (4 months ago). At J•••••••, 9.9% with this moved within a year against 5.5% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  B•••••• H••••• to W•••• F••••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
A••••• M•••• J••• M••••• S••••••••• L••, I•••••• C•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-02. null went to M••••••
  2026-06-02 (4 months ago). At J•••••••, 9.9% with this moved within a year against 5.5% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  C•••• G•••• to M••••••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route; joined the current firm under a year ago.
X•••• Z•••• J••• M••••• S••••••••• L••, I•••••• C•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-02. null went to M••••••
  2026-06-02 (4 months ago). At J•••••••, 9.9% with this moved within a year against 5.5% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  C•••• G•••• to M••••••
Timing
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: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
C••••••• B••••••• J••• M••••• S••••••••• L••, D•••••• C•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-02. null went to M••••••
  2026-06-02 (4 months ago). At J•••••••, 9.9% with this moved within a year against 5.5% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  C•••• G•••• to M••••••
Timing
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: 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; joined the current firm under a year ago.
J••• H••••• C••• L••, O••••• N•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-06-02. null went to M••••• G••••• A••••••• I•••
  2026-06-02 (4 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  H••••• C•••• to M••••• G••••• A••••••• I•••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
S•••••• H••• J••• M••••• S••••••••• L••, I•••••• C•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-02. null went to M••••••
  2026-06-02 (4 months ago). At J•••••••, 9.9% with this moved within a year against 5.5% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  C•••• G•••• to M••••••
Timing
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: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
S•••• O••••••• C••• L••, O••••• N•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-06-02. null went to M••••• G••••• A••••••• I•••
  2026-06-02 (4 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  H••••• C•••• to M••••• G••••• A••••••• I•••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
S•••• S••••••• J••• M••••• S••••••••• L••, N•• Y•••• N•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-31. null went to M••••• S••••••
  2026-05-31 (4 months ago). At J•••••••, 9.9% with this moved within a year against 5.5% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  J••••• F••••••• to M••••• S••••••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
C••••••••• P•••• J••• M••••• S••••••••• L••, N•• Y•••• N•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-27. null went to M••••••
  2026-05-27 (4 months ago). At J•••••••, 9.9% with this moved within a year against 5.5% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  C••••••••• P••••• to M••••••
Timing
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: 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.
K•••••• B•••••••• C••••• C•••••• A•••••••• L••, V••• B••••• F•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-22. null went to M••• A••••••• S•••••••• L••
  2026-05-22 (4 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  P•••••• T••••• to M••• A••••••• S•••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable; portable $500M and up, revenue $2M and up (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 8 related advisors (teammates, former teammates, office peers and business partners).
P•••• R••••• N•••• G••••, R••••••••• N•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-21. null went to C•••••
  2026-05-21 (4 months ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  D••••• D•••••• to C•••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
S•••• D••••• J••••• M••••••••• S•••• L••, L••••• D•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-20. null went to M••••• S••••••
  2026-05-20 (4 months ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  R•••••• M••••••• to M••••• S••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
L••• L••• S••••••••• F•••••••• G••••• L••, W••••••••• P•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-18. null went to L••
  2026-05-18 (4 months ago). At I•••••••••, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  S•••• W•••• to L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at stonebridgefg.com (firm_website); LinkedIn profile
Who else to call: 20 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
L•••••• D• C•••• J••• M••••• S••••••••• L••, C•••• G•••••• F•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-15. null went to M••••••
  2026-05-15 (4 months ago). At J•••••••, 9.9% with this moved within a year against 5.5% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  J••• C•••••• to M••••••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
R••• P•••••••• I•• C••••••• L••, F••••• C•••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-08. null went to C••••••• P•••••••• A••••••• L••
  2026-05-08 (5 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  B•••••• K••••• to C••••••• P•••••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Before a call: practice size.
S•••••• H••• I•• C••••••• L••, F••••• C•••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-08. null went to C••••••• P•••••••• A••••••• L••
  2026-05-08 (5 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  B•••••• K••••• to C••••••• P•••••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Before a call: practice size.
A•••••••• J••• I•• C••••••• L••, F••••• C•••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-08. null went to C••••••• P•••••••• A••••••• L••
  2026-05-08 (5 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  B•••••• K••••• to C••••••• P•••••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Before a call: practice size.
E••• H••••••• I•• C••••••• L••, F••••• C•••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-08. null went to C••••••• P•••••••• A••••••• L••
  2026-05-08 (5 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  B•••••• K••••• to C••••••• P•••••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Before a call: practice size.
D••• H•••••• I•• C••••••• L••, F••••• C•••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-08. null went to C••••••• P•••••••• A••••••• L••
  2026-05-08 (5 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  B•••••• K••••• to C••••••• P•••••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Before a call: practice size.
A•••••••• B•••••• I•• C••••••• L••, F••••• C•••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-08. null went to C••••••• P•••••••• A••••••• L••
  2026-05-08 (5 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  B•••••• K••••• to C••••••• P•••••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Before a call: practice size.
K•••• B••• I•• C••••••• L••, F••••• C•••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-08. null went to C••••••• P•••••••• A••••••• L••
  2026-05-08 (5 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  B•••••• K••••• to C••••••• P•••••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
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).
Before a call: practice size.
A••• Z••••• I•• C••••••• L••, F••••• C•••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-08. null went to C••••••• P•••••••• A••••••• L••
  2026-05-08 (5 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  B•••••• K••••• to C••••••• P•••••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Before a call: practice size.
I•• L•••••• I•• C••••••• L••, F••••• C•••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-08. null went to C••••••• P•••••••• A••••••• L••
  2026-05-08 (5 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  B•••••• K••••• to C••••••• P•••••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Before a call: practice size.
S••••• S••••••• I•• C••••••• L••, F••••• C•••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-08. null went to C••••••• P•••••••• A••••••• L••
  2026-05-08 (5 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  B•••••• K••••• to C••••••• P•••••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
S••••• B•••••••• I•• C••••••• L••, F••••• C•••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-08. null went to C••••••• P•••••••• A••••••• L••
  2026-05-08 (5 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  B•••••• K••••• to C••••••• P•••••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Before a call: practice size.
G••••• G••••• I•• C••••••• L••, F••••• C•••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-08. null went to C••••••• P•••••••• A••••••• L••
  2026-05-08 (5 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  B•••••• K••••• to C••••••• P•••••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Before a call: practice size.
H•••• G•••••••• I•• C••••••• L••, F••••• C•••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-08. null went to C••••••• P•••••••• A••••••• L••
  2026-05-08 (5 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  B•••••• K••••• to C••••••• P•••••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Before a call: practice size.
R••••• S•••••• I•• C••••••• L••, F••••• C•••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-08. null went to C••••••• P•••••••• A••••••• L••
  2026-05-08 (5 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  B•••••• K••••• to C••••••• P•••••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Before a call: practice size.
F•••• M•••••••• I•• C••••••• L••, F••••• C•••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-08. null went to C••••••• P•••••••• A••••••• L••
  2026-05-08 (5 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  B•••••• K••••• to C••••••• P•••••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
C•••••••• N••••• I•• C••••••• L••, F••••• C•••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-08. null went to C••••••• P•••••••• A••••••• L••
  2026-05-08 (5 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  B•••••• K••••• to C••••••• P•••••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Before a call: practice size.
J••••••• Y•••• I•• C••••••• L••, F••••• C•••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-08. null went to C••••••• P•••••••• A••••••• L••
  2026-05-08 (5 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  B•••••• K••••• to C••••••• P•••••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Before a call: practice size; joined the current firm under a year ago.
A•••• P•••• I•• C••••••• L••, F••••• C•••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-08. null went to C••••••• P•••••••• A••••••• L••
  2026-05-08 (5 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  B•••••• K••••• to C••••••• P•••••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Before a call: practice size.
J•••••• W•••••••• I•• C••••••• L••, F••••• C•••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-08. null went to C••••••• P•••••••• A••••••• L••
  2026-05-08 (5 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  B•••••• K••••• to C••••••• P•••••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Before a call: practice size.
S•••••• G••••• I•• C••••••• L••, F••••• C•••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-08. null went to C••••••• P•••••••• A••••••• L••
  2026-05-08 (5 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  B•••••• K••••• to C••••••• P•••••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Before a call: practice size.

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