Advisors to call now

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

Ryan Fink J.P. Morgan Securities LLC, Centerville, Oh
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-05. null went to Empower Advisory Group, LLC
  2026-04-05 (6 months ago). At JPMorgan, 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).
  Riley Lowe to EMPOWER ADVISORY GROUP, LLC
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at jpmorgan.com (apollo); LinkedIn profile
Before a call: practice size.
Kurt Meyers J.P. Morgan Securities LLC, Aspen, Co
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-05. null went to Empower Advisory Group, LLC
  2026-04-05 (6 months ago). At JPMorgan, 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).
  Riley Lowe to EMPOWER ADVISORY GROUP, LLC
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at jpmorgan.com (apollo); LinkedIn profile
Before a call: practice size.
Erwing Landazabal J.P. Morgan Securities LLC, Roswell, Ga
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-05. null went to Empower Advisory Group, LLC
  2026-04-05 (6 months ago). At JPMorgan, 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).
  Riley Lowe to EMPOWER ADVISORY GROUP, LLC
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.
C•••••• P•••••• J••• M••••• S••••••••• L••, H••••••• • F•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-05. null went to E•••••• A••••••• G••••• L••
  2026-04-05 (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).
  R•••• L••• to E•••••• A••••••• G••••• L••
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.
N•••• K••••• J••• M••••• S••••••••• L••, A••••••• G•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-05. null went to E•••••• A••••••• G••••• L••
  2026-04-05 (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).
  R•••• L••• to E•••••• A••••••• G••••• L••
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.
N••••• U•••••• J••• M••••• S••••••••• L••, J••••••••• F•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-05. null went to E•••••• A••••••• G••••• L••
  2026-04-05 (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).
  R•••• L••• to E•••••• A••••••• G••••• L••
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: 30 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J•••• E•••••• J••• M••••• S••••••••• L••, J••••••••• F•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-05. null went to E•••••• A••••••• G••••• L••
  2026-04-05 (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).
  R•••• L••• to E•••••• A••••••• G••••• L••
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: 30 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
M•••••• M•••••• J••• M••••• S••••••••• L••, I•••••• C•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-05. null went to E•••••• A••••••• G••••• L••
  2026-04-05 (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).
  R•••• L••• to E•••••• A••••••• G••••• L••
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.
J•••• A••••• J••• M••••• S••••••••• L••, C••••••• I•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-05. null went to E•••••• A••••••• G••••• L••
  2026-04-05 (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).
  R•••• L••• to E•••••• A••••••• G••••• L••
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.
J•••• S•••• J••• M••••• S••••••••• L••, C••••••••• O•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-05. null went to E•••••• A••••••• G••••• L••
  2026-04-05 (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).
  R•••• L••• to E•••••• A••••••• G••••• L••
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.
A••••• R•••••• J••• M••••• S••••••••• L••, A••••••••• T•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-05. null went to E•••••• A••••••• G••••• L••
  2026-04-05 (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).
  R•••• L••• to E•••••• A••••••• G••••• L••
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 (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
R•••••• W•••••• J••• M••••• S••••••••• L••, D•••••• O•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-05. null went to E•••••• A••••••• G••••• L••
  2026-04-05 (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).
  R•••• L••• to E•••••• A••••••• G••••• L••
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 (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
B••••••• B•••• J••• M••••• S••••••••• L••, N••••••••• I•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-05. null went to E•••••• A••••••• G••••• L••
  2026-04-05 (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).
  R•••• L••• to E•••••• A••••••• G••••• L••
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: 11 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
A••••• K•••••• J••• M••••• S••••••••• L••, T•• W••••••••• T•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-05. null went to E•••••• A••••••• G••••• L••
  2026-04-05 (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).
  R•••• L••• to E•••••• A••••••• G••••• L••
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.
D•••• S••••• U••••• J••• M••••• S••••••••• L••, B••• R••••• F•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-05. null went to E•••••• A••••••• G••••• L••
  2026-04-05 (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).
  R•••• L••• to E•••••• A••••••• G••••• L••
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: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route; joined the current firm under a year ago.
R••••• P•••••• J••• M••••• S••••••••• L••, J••••••••• F•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-05. null went to E•••••• A••••••• G••••• L••
  2026-04-05 (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).
  R•••• L••• to E•••••• A••••••• G••••• L••
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: 30 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
D••••• S•••• P•• W••••• M•••••••••, C••••••••• T•
bank affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-02. null went to A••••• A•• P••••••• S•••••••
  2026-04-02 (6 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).
  M••••••• A•••• to A••••• A•• P••••••• S•••••••
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••• M••••••• J••• M••••• S••••••••• L••, A•••••• T•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-01. null went to S•••••••• A••••••• L••
  2026-04-01 (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•••• V••••••••• to S•••••••• A••••••• L••
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: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
M••••• B•••••• W•••• F•••• A•••••••, N•• Y•••• N•
wirehouse
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 2 teammates (earlier co-movers) left the firm in the last 180 days; joined the current firm 5 months ago; 3 prior firm moves.
Timing
Model band only
Value
$250M+
Team book $5.9B; portable $4.5B to $5.0B
Team
4-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: 53 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route; joined the current firm under a year ago.
A••• W•••••••• E••••• P•••••• W•••••• L••, L•• A••••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band.
Timing
Model band only
Value
$250M+
Team book $300M; portable $150M to $267M
Team
2-person high-confidence team
1 member 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: 16 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
R••••• D••••••••• E••••• P•••••• W•••••• L••, L•• A••••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
5-person high-confidence team
1 member 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: 17 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size; a contact route.
E••••• K••• E••••• P•••••• W•••••• L••, L•• A••••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
5-person high-confidence team
1 member 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: 17 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size; a contact route.
T••••• K•••• 1• F••••••••, L•••••• T•
FORMER_SEC_ADVISER
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.7 years at the current firm.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
1 member left this year; after a first exit 11% of those left followed within a year
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 12 related advisors, 8 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size.
C•••••• V••••••••• 1• F••••••••, L•••••• T•
FORMER_SEC_ADVISER
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.7 years at the current firm.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
1 member left this year; after a first exit 11% of those left followed within a year
Contact
Professional
L••••••• profile; professional profile page
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: a dated reason to call now; practice size.
A••••• V••••••••• O•••• W•••••• I•••, H•••••••• N•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.0 years at the current firm.
Timing
Model band only
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
1 member 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: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; practice size; a contact route.
R•••• M•••••• W•••• F•••• A•••••••, N•• Y•••• N•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $5.9B; portable $4.5B to $5.0B
Team
4-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: 53 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route; joined the current firm under a year ago.
C••••• T••••• W•••• F•••• A•••••••, N•• Y•••• N•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $5.9B; portable $4.5B to $5.0B
Team
4-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: 53 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route; joined the current firm under a year ago.
S•••• D•••• W•••• F•••• A•••••••, N•• Y•••• N•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $5.9B; portable $4.5B to $5.0B
Team
4-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: 53 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route; joined the current firm under a year ago.
J••• K••••••• W•••• F•••• A•••••••, N•• Y•••• N•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $2.0B; portable $1.5B to $1.7B
Team
3-person high-confidence team
1 member 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: 4 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
B••••••• M••• W•••• F•••• A•••••••, N•• Y•••• N•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $2.0B; portable $1.5B to $1.7B
Team
3-person high-confidence team
1 member 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, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
G•••••• G••••••• R••••••• W••••• M••••••••• L••, I•••• T••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1B; portable $637M to $712M, revenue at most $10M (transfer share is a judgment)
Team
2-person high-confidence team
1 member left this year; after a first exit 11% of those left followed within a year
Contact
Direct
published business email at rocklinewealth.com (firm_website)
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; the current role; a dated reason to call now.
Before a call: a dated reason to call now.
E•••••• W•••••••• E••••• P•••••• W•••••• L••, L•• A••••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $300M; portable $150M to $267M
Team
2-person high-confidence team
1 member left this year; after a first exit 11% of those left followed within a year
Contact
Professional
professional profile page
Who else to call: 16 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
D••••• S••••• C•••• P•••••• W••••• A•••••••• L••, S•• L••• O•••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1B; portable $452M to $505M, revenue at most $10M (transfer share is a judgment)
Team
2-person high-confidence team
1 member left this year; after a first exit 11% of those left followed within a year
Contact
Firm level
firm contact form or inbox
Who else to call: 5 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; a dated reason to call now.
Before a call: a dated reason to call now.
M••• R••• R••••••• W••••• M••••••••• L••, I•••• T••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1B; portable $375M to $667M, revenue at most $10M (transfer share is a judgment)
Team
2-person high-confidence team
1 member left this year; after a first exit 11% of those left followed within a year
Contact
Firm level
firm main line
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; a dated reason to call now.
Before a call: a dated reason to call now.
L••• M••• C•••• P•••••• W••••• A•••••••• L••, S•• L••• O•••••• C•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1B; portable $452M to $505M, revenue at most $10M (transfer share is a judgment)
Team
2-person high-confidence team
1 member left this year; after a first exit 11% of those left followed within a year
Contact
Firm level
firm contact form or inbox
Who else to call: 5 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a meaningful reason; the current role; a dated reason to call now.
Before a call: a dated reason to call now.
N••• C••••• W•••• F•••• A•••••••, N•• Y•••• N•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $2.0B; portable $1.5B to $1.7B
Team
2-person high-confidence team
1 member 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: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
J•• C••••• W•••• F•••• A•••••••, N•• Y•••• N•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $2.0B; portable $1.5B to $1.7B
Team
2-person high-confidence team
1 member 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: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
S•••• E•••• W••••• C•••• C•••••• M••••••••• I•••, M•••••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $238M to $266M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
1 member 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: 5 related advisors (teammates, former teammates, office peers and business partners).
Missing: a contact route; a meaningful reason; a dated reason to call now.
Before a call: a dated reason to call now; a contact route; joined the current firm under a year ago.
D•••• W•••• W••••• C•••• C•••••• M••••••••• I•••, M•••••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $238M to $266M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
1 member 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: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: a contact route; a meaningful reason; the current role; a dated reason to call now.
Before a call: a dated reason to call now; a contact route; joined the current firm under a year ago.
B•••• N••••••••• A•••• I••••••••• A•••••••• L••, D••••••••• I•
mixed wealth
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
Not estimable
Book not estimable
Team
9-person high-confidence team
2 members left this year; after a first exit 11% of those left followed within a year
Contact
Firm level
firm contact form or inbox
Before a call: a dated reason to call now; practice size.

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