Advisors to call nowHow this list is builtEvery reason is a filed fact with its date: an office that lost its people, someone who moved firms with this advisor before and has just left, a newly filed adviser they own, an exam just passed. Beside each is how often advisors with the same fact moved within a year, for their own firm where the history is large enough, otherwise their channel.Timing, practice size, team and contact are shown separately and never added up. The order is timing first, then size, then team, then how recent the fact is, then how reachable the advisor is. None of this is a statement that anyone plans to leave.
Anything dated in the last 90 days, measured or not.
Changes on what you follow · Describe your platform to see fit
- Cole Schrock Peak Retirement Planning, Inc., Columbus, Ohindependent 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 independent RIAs, 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.
- Sarah Schwieterman Peak Retirement Planning, Inc., Columbus, Ohindependent 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 independent RIAs, 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 (apollo)
Business ties: Some: 1 real-estate entity, 1 nonprofit or civic board/officer role on file. A measure of business ties, not of book size or clients.
Who else to call: 17 related advisors, 4 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.
- Cameron Kaska Peak Retirement Planning, Inc., Columbus, Ohindependent 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 independent RIAs, 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)
Who else to call: 17 related advisors, 4 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.
- A••• S•••••• 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: 17 related advisors, 4 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.
- T•••• N•••••• 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: 17 related advisors, 4 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.
- E••• H•••••••• 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: 16 related advisors, 3 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.
- C•••• 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, 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; joined the current firm under a year ago.
- D•••• W••••••• 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: 13 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; joined the current firm under a year ago.
- O••• B••••••• 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)
Who else to call: 13 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; joined the current firm under a year ago.
- C•••••• R•••• 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
- Professional
- L••••••• profile
Who else to call: 17 related advisors, 4 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.
- P••••••• S••••• G•••••••• A••••••• L••, M••••• F•other adviser
- 20% of this office left for other firms in the last six months (latest 2026-08-07)2026-08-07 (50 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
- Professional
- L••••••• profile
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- S••••• N•••••••• 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
- Professional
- professional profile page
Who else to call: 15 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- E•••••• D••••••••• H•••••• I••••••••• I•••, M•••••••• F••••• W•broker-dealer affiliated
- passed the Series 63 on 2026-08-07 after 11 years in the industry, not as part of a firm licensing class2026-08-07 (50 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
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; joined the current firm under a year ago.
- M•••• V••••••• C•••••• G•••••••• A••••••• L••, M••••• F•other adviser
- 20% of this office left for other firms in the last six months (latest 2026-08-07)2026-08-07 (50 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
- Firm level
- firm contact form or inbox
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- J••••• R••••••••• 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
- Firm level
- firm contact form or inbox
Who else to call: 15 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- D•••••• G••••• 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
- Firm level
- firm contact form or inbox
Who else to call: 15 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- M•••••• L••• G•••••••• A••••••• L••, M••••• F•other adviser
- 20% of this office left for other firms in the last six months (latest 2026-08-07)2026-08-07 (50 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
- Firm level
- firm contact form or inbox
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- F•••• R••••••• C••••••• G•••••••• A••••••• L••, M••••• F•other adviser
- 20% of this office left for other firms in the last six months (latest 2026-08-07)2026-08-07 (50 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
- Firm level
- firm contact form or inbox
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
- I•••••• S•••••• A••••• G•••••••• A••••••• L••, M••••• F•other adviser
- 20% of this office left for other firms in the last six months (latest 2026-08-07)2026-08-07 (50 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
- Firm level
- firm contact form or inbox
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; career context; joined the current firm under a year ago.
- M•••••• N••••• G•••••••• A••••••• L••, M••••• F•other adviser
- 20% of this office left for other firms in the last six months (latest 2026-08-07)2026-08-07 (50 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
- Firm level
- firm contact form or inbox
Before a call: practice size.
- A•• L•••• M•••••••• P••• G•••••••• A••••••• L••, M••••• F•other adviser
- 20% of this office left for other firms in the last six months (latest 2026-08-07)2026-08-07 (50 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
- Firm level
- firm contact form or inbox
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
- T••••• B•••••• M••••• S••••••, L••• O•••••• O•wirehouse
- passed the Series 63 on 2026-08-07 after 7 years in the industry, not as part of a firm licensing class2026-08-07 (50 days ago). At W••••••••, 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
Who else to call: 40 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.
- S••••••• K••• N••••••••• M••••• I••••••••• S•••••••••, E••••••••• C•no RAUM reported
- 25% of this office left for other firms in the last six months (latest 2026-08-06)2026-08-06 (51 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
- Direct
- verified business email at nm.com (hunter)
Business ties: Some: 1 real-estate entity on file. A measure of business ties, not of book size or clients.
Who else to call: 7 related advisors (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; joined the current firm under a year ago.
- A••••• W•••••• N••••••••• M••••• I••••••••• S•••••••••, E••••••••• C•no RAUM reported
- 25% of this office left for other firms in the last six months (latest 2026-08-06)2026-08-06 (51 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
- Direct
- verified business email at nm.com (hunter)
Who else to call: 15 related advisors, 8 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.
- T•••• L• A••••• A•• P••••••• S•••••••, D•••••• C•broker-dealer affiliated
- this office went from 31 to 15 registered advisors over the last year, with 17 leaving for other firms (latest 2026-08-06)2026-08-06 (51 days ago). At B•••••••••, 12.5% with this moved within a year against 5.3% 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 tiaa.org (hunter); LinkedIn profile
Business ties: Some: 1 operating or professional business on file. A measure of business ties, not of book size or clients.
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
- G•• T•••••• A••••• A•• P••••••• S•••••••, D•••••• C•broker-dealer affiliated
- this office went from 31 to 15 registered advisors over the last year, with 17 leaving for other firms (latest 2026-08-06)2026-08-06 (51 days ago). At B•••••••••, 12.5% with this moved within a year against 5.3% 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 tiaa.org (hunter); LinkedIn profile
Before a call: practice size.
- S••• F••••• A••••• A•• P••••••• S•••••••, D•••••• C•broker-dealer affiliated
- this office went from 31 to 15 registered advisors over the last year, with 17 leaving for other firms (latest 2026-08-06)2026-08-06 (51 days ago). At B•••••••••, 12.5% with this moved within a year against 5.3% 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 tiaa.org (hunter); LinkedIn profile
Before a call: practice size.
- R•••• B•••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, A•••••• T•wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-06. null went to W•••• F••••2026-08-06 (51 days ago). At W••••••••, 10.7% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).F•••• E•••••• to W•••• F••••
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Direct
- verified business email at ml.com (hunter); LinkedIn profile
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- T•••••• L••••• A••••• A•• P••••••• S•••••••, D•••••• C•broker-dealer affiliated
- this office went from 31 to 15 registered advisors over the last year, with 17 leaving for other firms (latest 2026-08-06)2026-08-06 (51 days ago). At B•••••••••, 12.5% with this moved within a year against 5.3% 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 tiaa.org (hunter); LinkedIn profile
Before a call: practice size.
- J•••• C•••• A••••• A•• P••••••• S•••••••, D•••••• C•broker-dealer affiliated
- this office went from 31 to 15 registered advisors over the last year, with 17 leaving for other firms (latest 2026-08-06)2026-08-06 (51 days ago). At B•••••••••, 12.5% with this moved within a year against 5.3% 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 tiaa.org (hunter); LinkedIn profile
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
- T•• G••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, A•••••• T•wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-06. null went to W•••• F••••2026-08-06 (51 days ago). At W••••••••, 10.7% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).F•••• E•••••• to W•••• F••••
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- No team seen
- Contact
- Direct
- verified business email at ml.com (hunter); LinkedIn profile
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- P••••••• E•••••• A••••• A•• P••••••• S•••••••, D•••••• C•broker-dealer affiliated
- this office went from 31 to 15 registered advisors over the last year, with 17 leaving for other firms (latest 2026-08-06)2026-08-06 (51 days ago). At B•••••••••, 12.5% with this moved within a year against 5.3% 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 tiaa.org (apollo)
Who else to call: 2 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.
- G•••••• B•••••• N••••••••• M••••• I••••••••• S•••••••••, E••••••••• C•no RAUM reported
- 25% of this office left for other firms in the last six months (latest 2026-08-06)2026-08-06 (51 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
- Direct
- published business email at nm.com (adapter:northwestern_mutual)
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
- J••••• J•••••• A••••• A•• P••••••• S•••••••, D•••••• C•broker-dealer affiliated
- this office went from 31 to 15 registered advisors over the last year, with 17 leaving for other firms (latest 2026-08-06)2026-08-06 (51 days ago). At B•••••••••, 12.5% with this moved within a year against 5.3% 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
- provider email, not verified at the firm's domain
Before a call: practice size.
- L•••••• Z•••• A••••• A•• P••••••• S•••••••, D•••••• C•broker-dealer affiliated
- this office went from 31 to 15 registered advisors over the last year, with 17 leaving for other firms (latest 2026-08-06)2026-08-06 (51 days ago). At B•••••••••, 12.5% with this moved within a year against 5.3% 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
- Unresolved
- no contact route found
Business ties: Some: 1 real-estate entity on file. A measure of business ties, not of book size or clients.
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
- A•••• H••••• C•••••• S••••• • C••• I•••, S•••••••• C•brokerage advisory
- 20% of this office left for other firms in the last six months (latest 2026-08-06)2026-08-06 (51 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: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
- K••• R•••• N••••••••• M••••• I••••••••• S•••••••••, E••••••••• C•no RAUM reported
- 25% of this office left for other firms in the last six months (latest 2026-08-06)2026-08-06 (51 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: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
- D••••• V••••••• C•••••• S••••• • C••• I•••, S•••••••• C•brokerage advisory
- 20% of this office left for other firms in the last six months (latest 2026-08-06)2026-08-06 (51 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: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
- J•••••• A••••• N••••••••• M••••• I••••••••• S•••••••••, E••••••••• C•no RAUM reported
- 25% of this office left for other firms in the last six months (latest 2026-08-06)2026-08-06 (51 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: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
- S•••• C•••••• L••••••• W••••• M•••••••••, C•••••••• G•independent RIA
- passed the Series 63 on 2026-08-06 after 6 years in the industry, not as part of a firm licensing class2026-08-06 (51 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: 3 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.
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.