Advisors to call now

Valuable practices with nothing current: worth knowing, not worth a call today.

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

Darren Wald Citizens Private Wealth, Los Angeles, Ca
bank affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $800M; portable $400M to $560M
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route; mid-move on the record.
Brian Flader Raymond James & Associates, Inc., Flagstaff, Az
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $900M; portable $540M to $765M
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
James Debuque LPL Financial LLC, Doylestown, Pa
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.0B; portable $800M to $900M
Team
3-person high-confidence team
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: a dated reason to call now; a contact route.
E••••• T••••••••• W•••• F•••• A•••••••, L•• A••••••• C•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.6B; portable $1.2B to $1.4B
Team
3-person high-confidence team
Contact
Unresolved
no contact route found
Business ties: Some: 1 operating or professional business, 1 nonprofit or civic board/officer role on file. A measure of business ties, not of book size or clients.
Who else to call: 33 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••••• W•••••• L•• F•••••••• L••, N•• Y•••• N•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $400M; portable $320M to $360M
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
C•••• R•••••• R••••••••• C•••••• M•••••••••, P••••••• N•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $550M; portable $330M to $468M
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route; mid-move on the record.
J••• S••••••••• L•• F•••••••• L••, S•••• B••••••• C•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Personal book $280M; portable $224M to $252M
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 12 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
M•••••• J••••••• R•••••• J•••• • A••••••••• I•••, F••• W••••• T•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.5B; portable $900M to $1.3B
Team
3-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
R••••• T•••••• L•• F•••••••• L••, J••••••• F•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $535M; portable $428M to $482M
Team
3-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
K•••••• H••••• L•• F•••••••• L••, N•• Y•••• N•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $400M; portable $320M to $360M
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
S••••• K••••••• W•••• F•••• A•••••••, M•••••• • N•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $687M; portable $515M to $584M
Team
2 move with them
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
J•••• R•••••••• L•• F•••••••• L••, S••••••••• A•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $345M; portable $276M to $310M
Team
3-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 11 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.
K•••••• C•••••••• R•••••• J•••• • A••••••••• I•••, L•••••• N•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $300M; portable $180M to $255M
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
J••••• W•••• S•••• W••••• M•••••••••, E••••••••• 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 $463M to $518M, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a contact route; a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; a contact route.
C•••• A•••••••• S••••••••• T•••• A•••••••, G••••••••• 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 $147M to $262M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
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; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; a contact route.
J•••• E•••• B•••• M•••• W••••• S••••••••• L••, B•••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1.0B
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
G••• P••• R•••••• J•••• • A••••••••• I•••, P•••• V•••• B••••• F•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $360M; portable $216M to $306M
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 22 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
B••••••• B••••• A••••••••• W••••• A•••••••, F••• W••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $285M to $318M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a contact route; a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; a contact route.
T•••••• T••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, L•• V••••• N•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $347M; portable $278M to $312M
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 6 related advisors, 3 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.
K•••••••• L••••• J•••• W••••• M••••••••• L••, H••••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $242M to $430M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Missing: a contact route; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; a contact route.
V•••• G•••••• L•• F•••••••• L••, W••••••• K•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $900M; portable $720M to $810M
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
M••••• M••••• B•••• M•••• W••••• S••••••••• L••, B•••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $500M to $1.0B
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
B•••••• T••••• L•• F•••••••• L••, L••••• D•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $415M; portable $332M to $374M
Team
3-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
B•••• J•••••• B••••••• W••••• A•••••••• L••, B•••••••• W•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1B+; portable $915M to $1.0B (transfer share is a judgment)
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 32 related advisors, 31 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a contact route; a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; a contact route.
R••••• Z••••• W•••• F•••• A•••••••, L•• A••••••• C•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.6B; portable $1.2B to $1.4B
Team
3-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 33 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.
D•••• S••••• C••••••• P•••••• W•••••, L•• A••••••• C•
bank affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $800M; portable $400M to $560M
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route; mid-move on the record.
M•••• H••• W•••• F•••• A•••••••, O•••••• P•••• N•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $263M; portable $197M to $224M
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
J•••••• W••••••••• S•••••• N••••••• • C••••••• I•••••••••, L•• A••••••• C•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $2.1B; portable $1.3B to $1.8B
Team
2 move with them
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
S•••••• V•••• A•• W••••• M•••••••••, S•••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $326M to $364M, revenue at most $5M (transfer share is a judgment)
Team
3-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 6 related advisors, 1 on a link type measured as carrying moves (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; mid-move on the record.
D•••• C••••• L•• F•••••••• L••, L••••• D•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $415M; portable $332M to $374M
Team
3-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
S•••• G••••• R•••••• J•••• • A••••••••• I•••, P•••••••• C•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $270M; portable $162M to $230M
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 15 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
T••• A•••••••• S••••••••• T•••• A•••••••, G••••••••• 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 $251M to $280M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Unresolved
no contact route found (only unverified leads)
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: a contact route; a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; a contact route.
D••••• Y•••• R•••••• J•••• • A••••••••• I•••, S••••••••• A•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $900M; portable $540M to $765M
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 27 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
G••• C••••• S•••••• N••••••• • C••••••• I•••••••••, O•••••• C•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $2.1B; portable $1.3B to $1.8B
Team
2 move with them
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
D••••• B••••• S•••• W••••• M•••••••••, E••••••••• 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 $272M to $485M, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a contact route; a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; a contact route.
B••••••• N••••• C•••••• F•••••••• P•••••••, S••••• O•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $242M to $271M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a contact route; a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; a contact route.
J•••••• R••••• L•• F•••••••• L••, B•••••• H••••• C•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Personal book $330M; portable $264M to $297M
Team
2 move with them
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
R••• M•••• L•• F•••••••• L••, S•••• R•••• C•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $650M; portable $520M to $585M
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
R••• R•••••• L•• F•••••••• L••, M•••••• L•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $860M; portable $688M to $774M
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
J•••• K••• T•••• W••••• P•••••••, L••••••••• P•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $374M to $418M, revenue at most $5M (transfer share is a judgment)
Team
2 move with them
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; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; a contact route.

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