Advisors to call now

Offices that lost 20% or more of their advisors in 180 days.

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

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

Liliana Zwart Advice And Planning Services, Denver, Co
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 broker-dealer affiliated firms, 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.
Anand Hundal Charles Schwab & Co., Inc., Stockton, Ca
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 BROKERAGE_ADVISORY, 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.
Kyle Rizzo Northwestern Mutual Investment Services,LLC, Englewood, Co
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). Across all advisors, 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.
V•••••• B••••• 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
Before a call: practice size; a contact route.
M•••• P•••• 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
Before a call: practice size; a contact route.
K••• 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
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.
L•••• O•••• 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
Before a call: practice size; a contact route.
M••••• I• 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
Unresolved
no contact route found
Before a call: practice size; a contact route.
B••••••• D••••• P••• A••••• S••••••••• L••, M• P•••••••• S•
broker-dealer affiliated
- 80% of this office left for other firms in the last six months (latest 2026-08-06)
  2026-08-06 (51 days ago). At B•••••••••, 11.2% with this moved within a year against 5.3% without it (2.1x, 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: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
T••••• D••••••• 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: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
K•••••• M•••• P••• A••••• S••••••••• L••, M• P•••••••• S•
broker-dealer affiliated
- 80% of this office left for other firms in the last six months (latest 2026-08-06)
  2026-08-06 (51 days ago). At B•••••••••, 11.2% with this moved within a year against 5.3% without it (2.1x, 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 nonprofit or civic board/officer role on file. A measure of business ties, not of book size or clients.
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
J••• S••••• 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: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
T••••••• G••••••• 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.
M•••••• C•••••• N•••••, M••••••••• N•
mixed wealth
- 50% of this office left for other firms in the last six months (latest 2026-08-05)
  2026-08-05 (52 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; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
M•••••• F•••• N•••••, M••••••••• N•
mixed wealth
- 50% of this office left for other firms in the last six months (latest 2026-08-05)
  2026-08-05 (52 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; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
M•••••• B•••••• O•••••••••, B••••••••• M•
institutional manager
- 20% of this office left for other firms in the last six months (latest 2026-08-05)
  2026-08-05 (52 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
Before a call: practice size; a contact route.
B•••••• R•••• O•••••••••, B••••••••• M•
institutional manager
- 20% of this office left for other firms in the last six months (latest 2026-08-05)
  2026-08-05 (52 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
Before a call: practice size; a contact route.
C•••••• P•••••• O•••••••••, B••••••••• M•
institutional manager
- 20% of this office left for other firms in the last six months (latest 2026-08-05)
  2026-08-05 (52 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
Before a call: practice size; a contact route; joined the current firm under a year ago.
A••• A••• O•••••••••, B••••••••• M•
institutional manager
- 20% of this office left for other firms in the last six months (latest 2026-08-05)
  2026-08-05 (52 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
Before a call: practice size; a contact route; joined the current firm under a year ago.
K••• B••••• O•••••••••, B••••••••• M•
institutional manager
- 20% of this office left for other firms in the last six months (latest 2026-08-05)
  2026-08-05 (52 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).
- passed the Series 65 on 2026-06-10 while already holding the Series 66; the 65 lets an adviser register without a broker-dealer
  2026-06-10 (4 months ago). At A••, 9.4% with this moved within a year against 4.9% without it (1.9x, 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: 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.
P•••• H•••••• S•••••••• A••••••• L••, M•••••• M•
brokerage advisory
- 20% of this office left for other firms in the last six months (latest 2026-08-04)
  2026-08-04 (53 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••• L••••• S•••••••• A••••••• L••, M•••••• M•
brokerage advisory
- 20% of this office left for other firms in the last six months (latest 2026-08-04)
  2026-08-04 (53 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.
J••• D••••••• S•••••••• A••••••• L••, M•••••• M•
brokerage advisory
- 20% of this office left for other firms in the last six months (latest 2026-08-04)
  2026-08-04 (53 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.
A••••• H••••••• S•••••••• A••••••• L••, M•••••• M•
brokerage advisory
- 20% of this office left for other firms in the last six months (latest 2026-08-04)
  2026-08-04 (53 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•••••• L•••••• S•••••••• A••••••• L••, M•••••• M•
brokerage advisory
- 20% of this office left for other firms in the last six months (latest 2026-08-04)
  2026-08-04 (53 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•••••• F•• F•••••••• A•••••••• L••, I••••••••• I•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-03)
  2026-08-03 (54 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; catch-all email at fi3advisors.com, not verified
Who else to call: 16 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).
S••••• M••• F•• F•••••••• A•••••••• L••, I••••••••• I•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-03)
  2026-08-03 (54 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: 9 related advisors (teammates, former teammates, office peers and business partners).
K•••••• S•••• F•• F•••••••• A•••••••• L••, I••••••••• I•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-03)
  2026-08-03 (54 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; catch-all email at fi3advisors.com, not verified
Business ties: Some: 1 real-estate entity on file. A measure of business ties, not of book size or clients.
Who else to call: 17 related advisors, 9 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).
G•••••• K••• F•• F•••••••• A•••••••• L••, I••••••••• I•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-03)
  2026-08-03 (54 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; catch-all email at fi3advisors.com, not verified
Who else to call: 10 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
M•••••••• A••••• E•• F•••••••• A•••••••, R•••••••• V•
broker-dealer affiliated
- 20% of this office left for other firms in the last six months (latest 2026-08-03)
  2026-08-03 (54 days ago). At B•••••••••, 11.2% with this moved within a year against 5.3% without it (2.1x, 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 main line
Business ties: Broad: 2 operating or professional businesses, 2 nonprofit or civic board/officer roles 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.
N••••• K••••• F•• F•••••••• A•••••••• L••, I••••••••• I•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-03)
  2026-08-03 (54 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: 14 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
T•••• R•••••••• C•••••• F•• F•••••••• A•••••••• L••, I••••••••• I•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-03)
  2026-08-03 (54 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
catch-all email (domain accepts every address, unverifiable) at fi3advisors.com; firm contact form or inbox
Who else to call: 10 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
K••• D••••• E•• F•••••••• A•••••••, R•••••••• V•
broker-dealer affiliated
- 20% of this office left for other firms in the last six months (latest 2026-08-03)
  2026-08-03 (54 days ago). At B•••••••••, 11.2% with this moved within a year against 5.3% without it (2.1x, 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 main line
Business ties: Broad: 2 operating or professional businesses, 1 nonprofit or civic board/officer role 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; joined the current firm under a year ago.
I••• H•••••• F•• F•••••••• A•••••••• L••, I••••••••• I•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-03)
  2026-08-03 (54 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: 10 related advisors (teammates, former teammates, office peers and business partners).
M•••••• S•••••• F•• F•••••••• A•••••••• L••, I••••••••• I•
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-08-03)
  2026-08-03 (54 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: 12 related advisors (teammates, former teammates, office peers and business partners).
K••••••• T•••••• E•• F•••••••• A•••••••, R•••••••• V•
broker-dealer affiliated
- 20% of this office left for other firms in the last six months (latest 2026-08-03)
  2026-08-03 (54 days ago). At B•••••••••, 11.2% with this moved within a year against 5.3% without it (2.1x, 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•••••• N•••• T•••• L••, L••• F•••••• I•
independent RIA
- 43% of this office left for other firms in the last six months (latest 2026-07-30)
  2026-07-30 (58 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; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at tsgroupllc.com (firm_website)
Who else to call: 7 related advisors, 5 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).
K••••••• S•••• S•••• • R••••••• I••, O••••••• P•••• K•
independent RIA
- this office went from 8 to 6 registered advisors over the last year, with 3 leaving for other firms (latest 2026-07-30)
  2026-07-30 (58 days ago). At I•••••••••, 22.2% with this moved within a year against 5.4% without it (4.1x, 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 steppandrothwell.com (firm_website)

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