Advisors to call now

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

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

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

William Buhr Wealth Enhancement Advisory Services, LLC, Itasca, Il
independent RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-12. null went to Trails Edge Wealth Advisers, LLC
  2026-08-12 (45 days ago). At independent RIAs, 13.9% with this moved within a year against 5.4% without it (2.6x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  Matthew Falkner to TRAILS EDGE WEALTH ADVISERS, LLC
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 12 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.
Julia Shank Morgan Stanley, Dallas, Tx
wirehouse
- passed the Series 63 on 2026-08-12 after 5 years in the industry, not as part of a firm licensing class
  2026-08-12 (45 days ago). At wirehouses, 14.4% with this moved within a year against 5.1% without it (2.8x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong 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; joined the current firm under a year ago.
Joseph Boswell LPL Enterprise, LLC, Tampa, Fl
broker-dealer affiliated
- passed an adviser exam (S65) on 2026-08-12 after 2 years in the industry, not as part of a same-week firm licensing class
  2026-08-12 (45 days ago). At LPL, 8.9% with this moved within a year against 4.2% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 23 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
A••• R••••• T• R••• P•••• A••••••• S•••••••• I•••, O••••• M••••• M•
brokerage advisory
- passed the Series 63 on 2026-08-12 after 15 years in the industry, not as part of a firm licensing class
  2026-08-12 (45 days ago). At B•••••••••, 9.5% with this moved within a year against 4.5% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong 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; joined the current firm under a year ago.
C••• C•• T••••••••• F•••••••• A•••••••• L••, O•••• U•
broker-dealer affiliated
- passed the Series 63 on 2026-08-12 after 21 years in the industry, not as part of a firm licensing class
  2026-08-12 (45 days ago). At B•••••••••, 12.2% with this moved within a year against 5.3% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 8 related advisors (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•• S•••• A•• F•••••••• A•••••••• L••, R••••••••• F•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-11)
  2026-08-11 (46 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at apifinancialadvisors.com (apollo)
Who else to call: 3 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; the current role; who works with them (team unresolved).
Before a call: practice size.
R•••••• C•••• A•• F•••••••• A•••••••• L••, R••••••••• F•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-11)
  2026-08-11 (46 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at apifinancialadvisors.com (hunter)
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
N••• Q••• A•• F•••••••• A•••••••• L••, R••••••••• F•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-11)
  2026-08-11 (46 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at apifinancialadvisors.com (hunter)
Before a call: practice size.
N••••• T••••• A•• F•••••••• A•••••••• L••, R••••••••• F•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-11)
  2026-08-11 (46 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong 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, 2 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.
W••• B••••• A•• F•••••••• A•••••••• L••, R••••••••• F•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-11)
  2026-08-11 (46 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: practice size.
A••••••• P•••• S•••••••• A••••••• L••, M••••••••• V•
brokerage advisory
- 20% of this office left for other firms in the last six months (latest 2026-08-11)
  2026-08-11 (46 days ago). At B•••••••••, 12.1% with this moved within a year against 4.5% without it (2.7x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong 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.
N•••••••• S••••• S•••••••• A••••••• L••, M••••••••• V•
brokerage advisory
- 20% of this office left for other firms in the last six months (latest 2026-08-11)
  2026-08-11 (46 days ago). At B•••••••••, 12.1% with this moved within a year against 4.5% without it (2.7x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong 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•••• C••••••••• S•••••••• A••••••• L••, M••••••••• V•
brokerage advisory
- 20% of this office left for other firms in the last six months (latest 2026-08-11)
  2026-08-11 (46 days ago). At B•••••••••, 12.1% with this moved within a year against 4.5% without it (2.7x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong 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•••••• K•••• S•••••••• A••••••• L••, M••••••••• V•
brokerage advisory
- 20% of this office left for other firms in the last six months (latest 2026-08-11)
  2026-08-11 (46 days ago). At B•••••••••, 12.1% with this moved within a year against 4.5% without it (2.7x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong 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••••• G•••••• M•• P•••••••• I•••, N•• Y•••• N•
asset manager
- passed the Series 63 on 2026-08-11 after 9 years in the industry, not as part of a firm licensing class
  2026-08-11 (46 days ago). At A••, 11.8% with this moved within a year against 4.9% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong 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.
A•••••••• L••• C•••••••• G••••• M•••••• I•••, L••••••••• N•
bank affiliated
- 20% of this office left for other firms in the last six months (latest 2026-08-11)
  2026-08-11 (46 days ago). At C•••, 22.4% with this moved within a year against 8.8% without it (2.5x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong 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.
A•••••• N••• S•••••••• A••••••• L••, M••••••••• V•
brokerage advisory
- 20% of this office left for other firms in the last six months (latest 2026-08-11)
  2026-08-11 (46 days ago). At B•••••••••, 12.1% with this moved within a year against 4.5% without it (2.7x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong 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.
A••••• M••••• S•••••••• A••••••• L••, M••••••••• V•
brokerage advisory
- 20% of this office left for other firms in the last six months (latest 2026-08-11)
  2026-08-11 (46 days ago). At B•••••••••, 12.1% with this moved within a year against 4.5% without it (2.7x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong 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.
A••••• J•••••• S•••••••• A••••••• L••, M••••••••• V•
brokerage advisory
- 20% of this office left for other firms in the last six months (latest 2026-08-11)
  2026-08-11 (46 days ago). At B•••••••••, 12.1% with this moved within a year against 4.5% without it (2.7x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong 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; joined the current firm under a year ago.
P•••• M•• C•••••••• G••••• M•••••• I•••, L••••••••• N•
bank affiliated
- 20% of this office left for other firms in the last six months (latest 2026-08-11)
  2026-08-11 (46 days ago). At C•••, 22.4% with this moved within a year against 8.8% without it (2.5x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong 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••••••• W••••• S•••••••• A••••••• L••, M••••••••• V•
brokerage advisory
- 20% of this office left for other firms in the last six months (latest 2026-08-11)
  2026-08-11 (46 days ago). At B•••••••••, 12.1% with this moved within a year against 4.5% without it (2.7x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong 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.
A•••••• A•••• C•••••••• G••••• M•••••• I•••, L••••••••• N•
bank affiliated
- 20% of this office left for other firms in the last six months (latest 2026-08-11)
  2026-08-11 (46 days ago). At C•••, 22.4% with this moved within a year against 8.8% without it (2.5x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong 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•••••• B••••• S•••••••• A••••••• L••, M••••••••• V•
brokerage advisory
- 20% of this office left for other firms in the last six months (latest 2026-08-11)
  2026-08-11 (46 days ago). At B•••••••••, 12.1% with this moved within a year against 4.5% without it (2.7x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong 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•••••• G••••• S•••••••• A••••••• L••, M••••••••• V•
brokerage advisory
- 20% of this office left for other firms in the last six months (latest 2026-08-11)
  2026-08-11 (46 days ago). At B•••••••••, 12.1% with this moved within a year against 4.5% without it (2.7x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
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•••••• C••••• S•••••••• A••••••• L••, M••••••••• V•
brokerage advisory
- 20% of this office left for other firms in the last six months (latest 2026-08-11)
  2026-08-11 (46 days ago). At B•••••••••, 12.1% with this moved within a year against 4.5% without it (2.7x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong 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.
C••••••••• M••••••••• C•••••••• G••••• M•••••• I•••, L••••••••• N•
bank affiliated
- 20% of this office left for other firms in the last six months (latest 2026-08-11)
  2026-08-11 (46 days ago). At C•••, 22.4% with this moved within a year against 8.8% without it (2.5x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong 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.
A••••• R••••••• A••••••••• F•••••••• S•••••••• L••, H••••••• T•
national broker-dealer RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-11. null went to L••
  2026-08-11 (46 days ago). At A••, 11.3% with this moved within a year against 4.9% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  B••••••• Y•••••• to L••
Timing
Strong 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•••• G••••• S•••••••• A••••••• L••, M••••••••• V•
brokerage advisory
- 20% of this office left for other firms in the last six months (latest 2026-08-11)
  2026-08-11 (46 days ago). At B•••••••••, 12.1% with this moved within a year against 4.5% without it (2.7x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong 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••••• K••• S•••••••• A••••••• L••, M••••••••• V•
brokerage advisory
- 20% of this office left for other firms in the last six months (latest 2026-08-11)
  2026-08-11 (46 days ago). At B•••••••••, 12.1% with this moved within a year against 4.5% without it (2.7x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong 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•••• J••••••• S•••••••• A••••••• L••, M••••••••• V•
brokerage advisory
- 20% of this office left for other firms in the last six months (latest 2026-08-11)
  2026-08-11 (46 days ago). At B•••••••••, 12.1% with this moved within a year against 4.5% without it (2.7x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong 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••••• W•••••• S•••••••• A••••••• L••, M••••••••• V•
brokerage advisory
- 20% of this office left for other firms in the last six months (latest 2026-08-11)
  2026-08-11 (46 days ago). At B•••••••••, 12.1% with this moved within a year against 4.5% without it (2.7x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong 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•••• W•••••• S••••••••• I•••, G••••••• B••••• O•
broker-dealer affiliated
- passed the Series 63 on 2026-08-10 after 24 years in the industry, not as part of a firm licensing class
  2026-08-10 (47 days ago). At B•••••••••, 12.2% with this moved within a year against 5.3% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: practice size.
G•••••• B••••••• O•••• P••• A•••• M••••••••• L••, N••••••••• T•
asset manager
- 20% of this office left for other firms in the last six months (latest 2026-08-10)
  2026-08-10 (47 days ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 3 related advisors (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•••• M••••• O•••• P••• A•••• M••••••••• L••, N••••••••• T•
asset manager
- 20% of this office left for other firms in the last six months (latest 2026-08-10)
  2026-08-10 (47 days ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
E••• D•••• R••••• W•••• F•••• A•••••••, H••••••• T•
wirehouse
- passed an adviser exam (S65) on 2026-08-10 after 2 years in the industry, not as part of a same-week firm licensing class
  2026-08-10 (47 days ago). At W•••• F••••, 10.6% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong 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.
C•••• D••• O•••• P••• A•••• M••••••••• L••, N••••••••• T•
asset manager
- 20% of this office left for other firms in the last six months (latest 2026-08-10)
  2026-08-10 (47 days ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
J•••• B••• O•••• P••• A•••• M••••••••• L••, N••••••••• T•
asset manager
- 20% of this office left for other firms in the last six months (latest 2026-08-10)
  2026-08-10 (47 days ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 14 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
K•••• E•••••••• K••••• A•••••••• I•••, F•• L••••••••• F•
broker-dealer affiliated
- passed the Series 63 on 2026-08-10 after 8 years in the industry, not as part of a firm licensing class
  2026-08-10 (47 days ago). At B•••••••••, 12.2% with this moved within a year against 5.3% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong 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••••• L••••• A••••• T••••• P•••••• W•••••, S••••••••• A•
independent RIA
- passed the Series 63 on 2026-08-08 after 27 years in the industry, not as part of a firm licensing class
  2026-08-08 (49 days ago). At I•••••••••, 12.4% with this moved within a year against 5.4% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
J••••• S••••••• J•• P••• R••••••••• P•••••••• I•••, C•••••••• O•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-07)
  2026-08-07 (50 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at peakretirementplanning.com (hunter); LinkedIn profile
Who else to call: 15 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.

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