Advisors to call now

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

Changes on what you follow · Describe your platform to see fit

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

Leon Baer Ieq Capital, LLC, Foster City, Ca
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-08. null went to Cynosure Portfolio Advisors LLC
  2026-05-08 (5 months ago). At independent RIAs, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  Brendon Kempin to CYNOSURE PORTFOLIO ADVISORS LLC
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Before a call: practice size.
Daniel Nowak Ieq Capital, LLC, Foster City, Ca
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-08. null went to Cynosure Portfolio Advisors LLC
  2026-05-08 (5 months ago). At independent RIAs, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  Brendon Kempin to CYNOSURE PORTFOLIO ADVISORS LLC
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Before a call: practice size.
Jeffrey Sand Hightower Advisors, LLC, Chicago, Il
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-08. null went to LPL
  2026-05-08 (5 months ago). At broker-dealer affiliated firms, 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).
  Keren James to LPL
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, 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.
S•••• M••••••••• W••••••••• T•••• I••••••••• A•••••••• I•••, W••••••••• D•
other adviser
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-07. null went to K•• I••••••••• S••••••• L••
  2026-05-07 (5 months ago). At A••, 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).
  C•••••• M•••••• to K•• I••••••••• S••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 6 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
A••••• W••••• J••• M••••• S••••••••• L••, N•• Y•••• N•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-28. null went to C•••
  2026-04-28 (5 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).
  K•••• H••••••••• to C•••
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: 5 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
D••••• C•••••• J••• M••••• S••••••••• L••, N•• Y•••• N•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-28. null went to C•••
  2026-04-28 (5 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).
  K•••• H••••••••• to C•••
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: 5 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••••• D••••••• J••• M••••• S••••••••• L••, N•• Y•••• N•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-28. null went to C•••
  2026-04-28 (5 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).
  K•••• H••••••••• to C•••
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: 5 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.
M•••••• N••••• J••• M••••• S••••••••• L••, N•• Y•••• N•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-28. null went to C•••
  2026-04-28 (5 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).
  K•••• H••••••••• to C•••
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: 5 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•••••• O••••••• J••• M••••• S••••••••• L••, N•• Y•••• N•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-28. null went to C•••
  2026-04-28 (5 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).
  K•••• H••••••••• to C•••
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: 5 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••• L••• S•••••••• A••••••• L••, D•••••• U•
brokerage advisory
- a prior co-move teammate left the firm for an independent RIA on 2026-04-23. null went to F••••
  2026-04-23 (5 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).
  M••••• J•••••• to F••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
B••••••• W••••• V••• F•••••••• A•••••••• I•••, B•••••• M•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-22. null went to O••••
  2026-04-22 (5 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).
  T•••••• M•••••• to O••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
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; joined the current firm under a year ago.
T••• C•••• V••• F•••••••• A•••••••• I•••, B•••••• M•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-22. null went to O••••
  2026-04-22 (5 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).
  T•••••• M•••••• to O••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
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; joined the current firm under a year ago.
K••• K•••• V••• F•••••••• A•••••••• I•••, B•••••• M•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-22. null went to O••••
  2026-04-22 (5 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).
  T•••••• M•••••• to O••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
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; joined the current firm under a year ago.
H•••••• R•••• C•••••••• G••••• M•••••• I•••, J••••••••• F•
bank affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-15. null went to F•••••• F•••••••• A•••••••• L••
  2026-04-15 (5 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).
  C•••• M••••• to F•••••• F•••••••• A•••••••• L••
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.
J••• P•••• C•••••••• G••••• M•••••• I•••, J••••••••• F•
bank affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-15. null went to F•••••• F•••••••• A•••••••• L••
  2026-04-15 (5 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).
  C•••• M••••• to F•••••• F•••••••• A•••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
G•••••••• M••••••• P•• W••••• M•••••••••, K•••••••• T•
bank affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-15. null went to L••
  2026-04-15 (5 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).
  J•••• S•••• to L••
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 (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
M•••••• C••••••• C•••••••• G••••• M•••••• I•••, J••••••••• F•
bank affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-15. null went to F•••••• F•••••••• A•••••••• L••
  2026-04-15 (5 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).
  C•••• M••••• to F•••••• F•••••••• A•••••••• L••
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.
A••••• A•••• A••••••••• F•••••••• S•••••••• L••, L••• B••••• C•
national broker-dealer RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-14. null went to A•••• W•••••
  2026-04-14 (6 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).
  A•••••••• A••••••• to A•••• W•••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at ampf.com (hunter)
Before a call: practice size.
S••••• S•••• A••••••••• F•••••••• S•••••••• L••, E• S••••••• C•
national broker-dealer RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-14. null went to A•••• W•••••
  2026-04-14 (6 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).
  A•••••••• A••••••• to A•••• W•••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
L•••• T••••••• A••••••••• F•••••••• S•••••••• L••, M•••••••• B••••• C•
national broker-dealer RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-14. null went to A•••• W•••••
  2026-04-14 (6 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).
  A•••••••• A••••••• to A•••• W•••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
S••••• D•• P••••• A••••••••• F•••••••• S•••••••• L••, E• S••••••• C•
national broker-dealer RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-14. null went to A•••• W•••••
  2026-04-14 (6 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).
  A•••••••• A••••••• to A•••• W•••••
Timing
Timing
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••••• R••••• A••••••••• F•••••••• S•••••••• L••, M•••••••• B••••• C•
national broker-dealer RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-14. null went to A•••• W•••••
  2026-04-14 (6 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).
  A•••••••• A••••••• to A•••• W•••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
D•••• M•••••• A••••••••• F•••••••• S•••••••• L••, M•••••••• B••••• C•
national broker-dealer RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-14. null went to A•••• W•••••
  2026-04-14 (6 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).
  A•••••••• A••••••• to A•••• W•••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
S••• T••••••• A••••••••• F•••••••• S•••••••• L••, T•••••••• C•
national broker-dealer RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-14. null went to A•••• W•••••
  2026-04-14 (6 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).
  A•••••••• A••••••• to A•••• W•••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
T••• A•••••••• A••••••••• F•••••••• S•••••••• L••, G•••••• C•
national broker-dealer RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-14. null went to A•••• W•••••
  2026-04-14 (6 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).
  A•••••••• A••••••• to A•••• W•••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
H•••• N•••••• A••••••••• F•••••••• S•••••••• L••, G••••••• C•
national broker-dealer RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-14. null went to A•••• W•••••
  2026-04-14 (6 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).
  A•••••••• A••••••• to A•••• W•••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
G•••••• E••• A••••••••• F•••••••• S•••••••• L••, W••••••• H••••• C•
national broker-dealer RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-14. null went to A•••• W•••••
  2026-04-14 (6 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).
  A•••••••• A••••••• to A•••• W•••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
J•••••• I•••• A••••••••• F•••••••• S•••••••• L••, E• D••••• H••••• C•
national broker-dealer RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-14. null went to A•••• W•••••
  2026-04-14 (6 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).
  A•••••••• A••••••• to A•••• W•••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
E••• S••••••• A••••••••• F•••••••• S•••••••• L••, E• S••••••• C•
national broker-dealer RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-14. null went to A•••• W•••••
  2026-04-14 (6 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).
  A•••••••• A••••••• to A•••• W•••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
J••••• F•••••• A••••••••• F•••••••• S•••••••• L••, R•••••• B••••• C•
national broker-dealer RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-14. null went to A•••• W•••••
  2026-04-14 (6 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).
  A•••••••• A••••••• to A•••• W•••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
S••• P••••••••• A••••••••• F•••••••• S•••••••• L••, E• S••••••• C•
national broker-dealer RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-14. null went to A•••• W•••••
  2026-04-14 (6 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).
  A•••••••• A••••••• to A•••• W•••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
S••• H••••• A••••••••• F•••••••• S•••••••• L••, E• S••••••• C•
national broker-dealer RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-14. null went to A•••• W•••••
  2026-04-14 (6 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).
  A•••••••• A••••••• to A•••• W•••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
E•••• Y• A••••••••• F•••••••• S•••••••• L••, E• S••••••• C•
national broker-dealer RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-14. null went to A•••• W•••••
  2026-04-14 (6 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).
  A•••••••• A••••••• to A•••• W•••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
E••• J•••••• A••••••••• F•••••••• S•••••••• L••, L•• A••••••• C•
national broker-dealer RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-14. null went to A•••• W•••••
  2026-04-14 (6 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).
  A•••••••• A••••••• to A•••• W•••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
W•••••• O•••••• A••••••••• F•••••••• S•••••••• L••, C••••••••• C•
national broker-dealer RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-14. null went to A•••• W•••••
  2026-04-14 (6 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).
  A•••••••• A••••••• to A•••• W•••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
F•••••• A•••• A••••••••• F•••••••• S•••••••• L••, M•••••••• B••••• C•
national broker-dealer RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-14. null went to A•••• W•••••
  2026-04-14 (6 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).
  A•••••••• A••••••• to A•••• W•••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
K••• C•••• A••••••••• F•••••••• S•••••••• L••, E• S••••••• C•
national broker-dealer RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-14. null went to A•••• W•••••
  2026-04-14 (6 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).
  A•••••••• A••••••• to A•••• W•••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
M••• A••••••• M••••• C•••••• M••••••••• C••, M• P•••••••• S•
asset manager
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-13. null went to P••••••• F••••• I•••
  2026-04-13 (6 months ago). At A••, 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).
  M•••••• L•••••••• to P••••••• F••••• I•••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 23 related advisors, 19 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
D••••• C•••••• M••••• G••••• A••••••• I•••, D•••••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-08. null went to L•••
  2026-04-08 (6 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•••• E•••• to L•••
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, 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.
J••••• B•••••• J••• M••••• S••••••••• L••, N•• Y•••• N•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-07. null went to M••••••
  2026-04-07 (6 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•••••• R••••••••• 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: 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.

Previous801 to 840 of 1,036Next

The advisor names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.