Advisors to call now

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

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

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

Brian Mauthe J.P. Morgan Securities LLC, New York, Ny
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-07-28. null went to Opima Capital Management, LLC
  2026-07-28 (2 months ago). At wirehouses, 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).
  Timothy O'Mara to OPIMA CAPITAL MANAGEMENT, LLC
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 jpmorgan.com
Before a call: practice size.
Nicholas Shirley Archer Investment Corporation, Bethesda, Md
independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-28)
  2026-07-28 (2 months 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
Firm level
firm contact form or inbox
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
Jose Ortiz Robinhood Asset Management, Dallas, Tx
brokerage advisory
- 20% of this office left for other firms in the last six months (latest 2026-07-28)
  2026-07-28 (2 months 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
Before a call: practice size; a contact route.
M•••••• D••••••• R•••••••• A•••• M•••••••••, D•••••• T•
brokerage advisory
- 20% of this office left for other firms in the last six months (latest 2026-07-28)
  2026-07-28 (2 months 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••••• P••••••••• R•••••••• A•••• M•••••••••, D•••••• T•
brokerage advisory
- 20% of this office left for other firms in the last six months (latest 2026-07-28)
  2026-07-28 (2 months ago). At B•••••••••, 12.1% with this moved within a year against 4.5% without it (2.7x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
N••••• G•••• O•••• W•••••• I•••, S••••••••• A•
broker-dealer affiliated
- passed an adviser exam (S65) on 2026-07-28 after 13 years in the industry, not as part of a same-week firm licensing class
  2026-07-28 (2 months ago). At O••••, 9.3% with this moved within a year against 4.3% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
V•••••••• C•••••••• R•••••••• A•••• M•••••••••, D•••••• T•
brokerage advisory
- 20% of this office left for other firms in the last six months (latest 2026-07-28)
  2026-07-28 (2 months 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•••••••• P••••• R•••••••• A•••• M•••••••••, D•••••• T•
brokerage advisory
- 20% of this office left for other firms in the last six months (latest 2026-07-28)
  2026-07-28 (2 months 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.
R••••• R•••• N••••••••• I••••••••• A•••••••• L••, C•••••••• O•
platform or SMA manager
- passed the Series 63 on 2026-07-28 after 6 years in the industry, not as part of a firm licensing class
  2026-07-28 (2 months ago). At A••, 11.8% with this moved within a year against 4.9% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 15 related advisors, 15 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
C•••••••• K•••• L•• E••••••••• L••, A•••••• M•
broker-dealer affiliated
- passed the Series 65 on 2026-07-28 while already holding the Series 66; the 65 lets an adviser register without a broker-dealer
  2026-07-28 (2 months ago). At B•••••••••, 13.6% with this moved within a year against 5.3% without it (2.6x, 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: 4 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.
E•••• H•••• T••••••• I••••••••• M••••••••• I•••, E•••••• O•
broker-dealer affiliated
- 20% of this office left for other firms in the last six months (latest 2026-07-27)
  2026-07-27 (2 months ago). At T•••••••, 15.6% with this moved within a year against 4.7% without it (3.3x, 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 thrivent.com (firm_style_estimate)
Before a call: practice size.
M••••• D•••••• R••••• W• B•••• • C•• I•••••••••, F••••••• V•
mixed wealth
- passed the Series 63 on 2026-07-27 after 25 years in the industry, not as part of a firm licensing class
  2026-07-27 (2 months ago). At A••, 11.8% with this moved within a year against 4.9% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at rwbaird.com (hunter); LinkedIn profile
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
P•••••• S••••••• T••••••• I••••••••• M••••••••• I•••, E•••••• O•
broker-dealer affiliated
- 20% of this office left for other firms in the last six months (latest 2026-07-27)
  2026-07-27 (2 months ago). At T•••••••, 15.6% with this moved within a year against 4.7% without it (3.3x, 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
inferred email (firm style, deliverability sampled) at thrivent.com
Before a call: practice size.
D•••• O•••• T••••••• I••••••••• M••••••••• I•••, E•••••• O•
broker-dealer affiliated
- 20% of this office left for other firms in the last six months (latest 2026-07-27)
  2026-07-27 (2 months ago). At T•••••••, 15.6% with this moved within a year against 4.7% without it (3.3x, 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
inferred email (firm style, deliverability sampled) at thrivent.com
Before a call: practice size.
C•••••• P•••••• R••• H••••• C•••••• L••, B••••••••• M•
state-registered adviser
- 40% of this office left for other firms in the last six months (latest 2026-07-27)
  2026-07-27 (2 months 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: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
R•••••• G•••••••• J••• M••••• S••••••••• L••, G•••••••• A•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-07-27. null went to W•••• F••••
  2026-07-27 (2 months 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).
  L•••• M••••••••• to W•••• F••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
T••••• D••••• R••• H••••• C•••••• L••, B••••••••• M•
state-registered adviser
- 40% of this office left for other firms in the last six months (latest 2026-07-27)
  2026-07-27 (2 months 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: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
R•••• U•••• T••••••• I••••••••• M••••••••• I•••, E•••••• O•
broker-dealer affiliated
- 20% of this office left for other firms in the last six months (latest 2026-07-27)
  2026-07-27 (2 months ago). At T•••••••, 15.6% with this moved within a year against 4.7% without it (3.3x, 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•••• J•••• R••• H••••• C•••••• L••, B••••••••• M•
state-registered adviser
- 40% of this office left for other firms in the last six months (latest 2026-07-27)
  2026-07-27 (2 months ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route; joined the current firm under a year ago.
Q••••• A• A••••• C•••••••• G••••• M•••••• I•••, D•••••• C•
bank affiliated
- passed the Series 63 on 2026-07-27 after 5 years in the industry, not as part of a firm licensing class
  2026-07-27 (2 months ago). At A••, 11.8% with this moved within a year against 4.9% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 4 related advisors, 4 on a link type measured as carrying moves (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•••• L•••••• R••• H••••• C•••••• L••, B••••••••• M•
state-registered adviser
- 40% of this office left for other firms in the last six months (latest 2026-07-27)
  2026-07-27 (2 months ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
J••• B•••••• S••••••• C•••••• M••••••••• L••, C••••••••• N•
other adviser
- passed the Series 63 on 2026-07-27 after 7 years in the industry, not as part of a firm licensing class
  2026-07-27 (2 months ago). At A••, 11.8% with this moved within a year against 4.9% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 25 related advisors, 8 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
G••• S•••• S•••••••• A••••••• L••, C••••••••• K•
brokerage advisory
- passed the Series 63 on 2026-07-27 after 25 years in the industry, not as part of a firm licensing class
  2026-07-27 (2 months ago). At B•••••••••, 9.5% with this moved within a year against 4.5% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route; joined the current firm under a year ago.
K••••••• P•••• E••••• J••••, R••••••• N•
national broker-dealer RIA
- passed an adviser exam (S66) on 2026-07-25 after 5 years in the industry, not as part of a same-week firm licensing class
  2026-07-25 (2 months ago). At E••••• J••••, 5.9% with this moved within a year against 2.9% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 6 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route; joined the current firm under a year ago.
N••••• R•••••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, M••••••• T•
broker-dealer affiliated
- passed an adviser exam (S66) on 2026-07-25 after 33 years in the industry, not as part of a same-week firm licensing class
  2026-07-25 (2 months ago). At R•••••• J••••, 9.0% with this moved within a year against 4.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 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.
T••••• N••••• N••••••••• M••••• I••••••••• S•••••••••, M••••••••• W•
no RAUM reported
- passed the Series 63 on 2026-07-25 after 5 years in the industry, not as part of a firm licensing class
  2026-07-25 (2 months ago). At A••, 11.8% with this moved within a year against 4.9% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 10 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.
K•••• W••••• R•• C•••••• M••••••• L••, L• J••••• C•
national broker-dealer RIA
- passed the Series 63 on 2026-07-25 after 23 years in the industry, not as part of a firm licensing class
  2026-07-25 (2 months ago). At N•••••••••, 10.3% with this moved within a year against 3.9% without it (2.7x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- 42% of this office left for other firms in the last six months (latest 2026-06-12)
  2026-06-12 (4 months ago). At R••, 9.4% with this moved within a year against 3.7% without it (2.6x, 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: 13 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route; joined the current firm under a year ago.
T•••••• B•••• D••••••••• F••• A••••••• L•, A•••••• T•
asset manager
- passed the Series 63 on 2026-07-24 after 10 years in the industry, not as part of a firm licensing class
  2026-07-24 (2 months ago). At A••, 11.8% with this moved within a year against 4.9% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: practice size; joined the current firm under a year ago.
D•••• S••••• V••• F•••••••• A•••••••• I•••, T••••• F•
broker-dealer affiliated
- passed the Series 63 on 2026-07-24 after 9 years in the industry, not as part of a firm licensing class
  2026-07-24 (2 months ago). At B•••••••••, 12.2% with this moved within a year against 5.3% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 6 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route; joined the current firm under a year ago.
J•••• R••••••• L•• F•••••••• L••, T••••••• W•
broker-dealer affiliated
- passed an adviser exam (S65) on 2026-07-24 after 2 years in the industry, not as part of a same-week firm licensing class
  2026-07-24 (2 months ago). At L••, 8.9% with this moved within a year against 4.2% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong timing
measured at this firm
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; joined the current firm under a year ago.
T••••• K•••• P•••••••• A•••••••, M•••••• A•
broker-dealer affiliated
- passed the Series 65 on 2026-07-24 while already holding the Series 66; the 65 lets an adviser register without a broker-dealer
  2026-07-24 (2 months ago). At B•••••••••, 13.6% with this moved within a year against 5.3% without it (2.6x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
J•••• S•••• E••••• J••••, M••••••• H••••••• M•
national broker-dealer RIA
- passed an adviser exam (S66) on 2026-07-24 after 24 years in the industry, not as part of a same-week firm licensing class
  2026-07-24 (2 months ago). At E••••• J••••, 5.9% with this moved within a year against 2.9% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
S••••• L•••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, J••••••••• F•
wirehouse
- passed an adviser exam (S66) on 2026-07-23 after 2 years in the industry, not as part of a same-week firm licensing class
  2026-07-23 (2 months ago). At M••••••, 13.7% with this moved within a year against 5.9% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at ml.com (hunter)
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.
E•••• A•• P•••••••• A•••••••, N••••••••• T•
broker-dealer affiliated
- 29% of this office left for other firms in the last six months (latest 2026-07-23)
  2026-07-23 (2 months 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
Professional
L••••••• profile; provider email at the firm's domain, not verified
Before a call: practice size.
E••• S•••••• P•••••••• A•••••••, N••••••••• T•
broker-dealer affiliated
- 29% of this office left for other firms in the last six months (latest 2026-07-23)
  2026-07-23 (2 months 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
provider email, not verified at the firm's domain
Before a call: practice size; joined the current firm under a year ago.
R•••• C••• P•••••••• A•••••••, N••••••••• T•
broker-dealer affiliated
- 29% of this office left for other firms in the last six months (latest 2026-07-23)
  2026-07-23 (2 months 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
provider email, not verified at the firm's domain
Before a call: practice size.
J••••• B••• C•••••• S••••• • C••• I•••, S••••••••• T•
brokerage advisory
- this office went from 12 to 8 registered advisors over the last year, with 4 leaving for other firms (latest 2026-07-23)
  2026-07-23 (2 months ago). At B•••••••••, 23.0% with this moved within a year against 4.5% without it (5.2x, 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: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
A•••• A•••• C•••••• S••••• • C••• I•••, S••••••••• T•
brokerage advisory
- this office went from 12 to 8 registered advisors over the last year, with 4 leaving for other firms (latest 2026-07-23)
  2026-07-23 (2 months ago). At B•••••••••, 23.0% with this moved within a year against 4.5% without it (5.2x, 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: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
R••••••• D•••• W•••• F•••• A•••••••, W••••• P•••• F•
wirehouse
- passed an adviser exam (S66) on 2026-07-23 after 3 years in the industry, not as part of a same-week firm licensing class
  2026-07-23 (2 months ago). At W•••• F••••, 10.6% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
J••• A•••••• L•• F•••••••• L••, V•••• P•••• I•
broker-dealer affiliated
- passed an adviser exam (S65) on 2026-07-23 after 2 years in the industry, not as part of a same-week firm licensing class
  2026-07-23 (2 months ago). At L••, 8.9% with this moved within a year against 4.2% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
Timing
Strong timing
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.

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