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Advisors to call now

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

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  1. Tracy Zullo Capital Wealth Investments, Scranton, Pa
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $250M to $500M; portable $360M to $402M, revenue at most $5M (transfer share is a judgment)
    Team
    2-person high-confidence team
    Contact
    Direct
    published business email at capitalwealthinvestments.com (firm_website)

    Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).

    Missing: a dated reason to call now.

    Before a call: a dated reason to call now.

  2. Paul Carlson 4:8 Financial, Canby, Or
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $250M to $500M; portable $270M to $302M, revenue at most $5M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at 48financial.com (firm_website)

    Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).

    Missing: 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.

  3. Robert Scarborough Spirepoint Private Client, LLC, Palm Beach Gardens, Fl
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $350M; portable $175M to $312M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at spirepointpc.com (firm_website)

    Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).

    Before a call: a dated reason to call now.

  4. Jacob Williams Williams & Novak Wealth Management, LLC, Homer, Ak
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $250M to $500M; portable $291M to $326M, revenue at most $5M (transfer share is a judgment)
    Team
    2-person high-confidence team
    Contact
    Direct
    published business email at wnwmllc.com (firm_website); LinkedIn profile

    Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).

    Missing: a meaningful reason; a dated reason to call now.

    Before a call: a dated reason to call now.

  5. Nicholas Holmes Objectivity Squared Wealth Management, Charleston, Sc
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $250M to $500M; portable $415M to $463M, revenue at most $5M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at objectivitysquared.com (firm_website)

    Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).

    Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  6. M•••••• H•••••• L••• O•• I••••••••• P•••••••, A•••••• 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 $226M to $253M, revenue at most $5M (transfer share is a judgment)
    Team
    2-person high-confidence team
    Contact
    Direct
    published business email at investliveoak.com (firm_website)

    Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).

    Missing: a meaningful reason; a dated reason to call now.

    Before a call: a dated reason to call now; mid-move on the record.

  7. J•• D••••• Q•••••• P•••••••• M••••••••• L••, N•• Y•••• N•
    institutional manager

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $250M to $500M; portable $170M to $302M, revenue at most $5M (transfer share is a judgment)
    Team
    2-person high-confidence team
    Contact
    Direct
    published business email at qmpm.com (firm_website); LinkedIn profile

    Who else to call: 37 related advisors, 30 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).

    Missing: a meaningful reason; a dated reason to call now.

    Before a call: a dated reason to call now.

  8. M•••••• Y•••• Y•••• W••••• M•••••••••, W••••• C••••• C•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $250M to $500M; portable $166M to $295M, revenue at most $5M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at yoderwm.com (firm_website); LinkedIn profile

    Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).

    Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  9. D••• C•••••••• M•••••• W••••• L••, M••••• 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 $238M to $266M, revenue at most $5M (transfer share is a judgment)
    Team
    2-person high-confidence team
    Contact
    Direct
    verified business email at memberswealthllc.com (hunter); LinkedIn profile

    Who else to call: 49 related advisors, 38 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).

    Missing: a dated reason to call now.

    Before a call: a dated reason to call now.

  10. H•••• W••••••••• S••••••••• P•••••••• L••, B••••••••• M•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $500M to $1B; portable $790M to $883M, revenue at most $10M (transfer share is a judgment)
    Team
    2-person high-confidence team
    Contact
    Direct
    verified business email at stablepointpartners.com (hunter)

    Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).

    Missing: a dated reason to call now.

    Before a call: a dated reason to call now.

  11. R••••• F••••••• W••••••••• C•••••• M••••••••• L••, W••••••••• O•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $500M to $1B; portable $603M to $674M, revenue at most $10M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at wealthbridgecm.com (firm_website); LinkedIn profile

    Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).

    Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  12. J••••• F••••• K•••••••• W••••• M••••••••• L••, G••••• P•••• O•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $326M; portable $163M to $290M
    Team
    No team seen
    Contact
    Direct
    verified business email at kingsview.com (firm_style_estimate)

    Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).

    Before a call: a dated reason to call now.

  13. J•••• W••••• D••••••• I••••••••• L••, R•••••••• 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 $564M to $630M, revenue at most $10M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at diligentinvestorsllc.com (firm_website)

    Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).

    Missing: 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.

  14. D••••• Y•••• D•••••• F•••••••• G••••, C•••• F••••• I•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $500M to $1B; portable $459M to $513M, revenue at most $10M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at dynamicfinancial.net (firm_website)

    Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).

    Missing: the current role; who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  15. D•••• S•••• W••••• P•• A•••••••• I•••, S•••••••• F•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $250M to $500M; portable $270M to $302M, revenue at most $5M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at wpainc.biz (firm_website); LinkedIn profile

    Who else to call: 5 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).

    Missing: 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.

  16. H••••• A••• V••••• W••••• S••••••••, C•••••••• N•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $500M to $1B; portable $297M to $529M, revenue at most $10M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at virtuswealthsolutions.com (firm_website)

    Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).

    Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  17. M•••••• H••• C••••••••• W••••• A•••••••• L••, L••••••••• K•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $250M to $500M; portable $163M to $290M, revenue at most $5M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at centerlinewealth.com (firm_website); direct line printed for this person

    Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).

    Missing: 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.

  18. C•••••• S•••• M•••••• A••••••• G••••• L••, B••••••••• A•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $500M to $1B; portable $685M to $766M, revenue at most $10M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at mayfairag.com (firm_website)

    Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).

    Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  19. M•••••• C•••• C•••••• A•••••••, M•••••••• N•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $500M to $1B; portable $652M to $729M, revenue at most $10M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at compassadvisors.com (firm_website)

    Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).

    Missing: 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.

  20. B•••••• R•• B••••• G••••••••• W••••• M•••••••••, M••••••••• U•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $250M to $500M; portable $221M to $247M, revenue at most $5M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    verified business email at bridgewm.com (hunter)

    Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).

    Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  21. T••••• W••••• W••••• C••••••••• G••••• L••, H••••••••• B••••• C•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $1B+; portable $889M to $994M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at weaverconsultinggroup.com (firm_website); LinkedIn profile

    Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).

    Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  22. D••••• H••• E••••••• W••••• M••••••••• L••, V•••••• N•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $500M to $1B; portable $436M to $488M, revenue at most $10M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at elevatuswm.com (firm_website)

    Who else to call: 5 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).

    Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  23. W•••••• G•••••• F••• W••••• M••••••••• L••, A••••••• G•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $250M to $500M; portable $240M to $268M, revenue at most $5M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at fcigwealth.com (firm_website)

    Business ties: Broad: 2 operating or professional businesses, 1 real-estate entity, 1 company board seat on file. A measure of business ties, not of book size or clients.

    Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).

    Missing: 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.

  24. M••••••• K•••••••• N•••••• W••••• M••••••••• I•••, M••••••••• M•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $500M to $1B; portable $355M to $632M, revenue at most $10M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at navistawealth.com (firm_website); LinkedIn profile

    Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).

    Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  25. Z•••••• S••••• S••••• W••••• M••••••••• L••, L•• A••••••• C•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $250M to $500M; portable $332M to $371M, revenue at most $5M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at shrierwealth.com (firm_website)

    Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).

    Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  26. L•••••• B••••••• S••••• W••••• M••••••••• L••, L•• A••••••• C•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $250M to $500M; portable $332M to $371M, revenue at most $5M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at shrierwealth.com (firm_website)

    Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  27. R•••• M••••• S•••••• • M•••••• L••, C••••• 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 $640M to $715M, revenue at most $10M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at sweeneymichel.com (firm_website)

    Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).

    Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  28. K•••••• W••••••• P•••••• W••••• M••••••••• L••, G•••• N•••• N•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $500M to $1B; portable $272M to $484M, revenue at most $10M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at palumbowm.com (firm_website)

    Who else to call: 4 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).

    Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  29. A•• C•••••••• C•••••••••, J••••••••• F•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $250M to $500M; portable $240M to $269M, revenue at most $5M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    verified business email at covingtonalsina.com (hunter); LinkedIn profile

    Missing: who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  30. N••••••• B••••••••• B••••••••• • A••••••••• L••, W••••••••• D•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $250M to $500M; portable $244M to $273M, revenue at most $5M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at burkholderassociates.com (firm_website)

    Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).

    Missing: who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  31. S••••• H•••••• H•••••• • S•••••• W••••• S••••••••• L••, D•••••• C•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $250M to $500M; portable $238M to $265M, revenue at most $5M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at hswscolorado.com (firm_website)

    Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).

    Missing: 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.

  32. S•••• B••••••• E•••• W••••• M••••••••• L••, S•• D••••• C•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $250M to $500M; portable $288M to $322M, revenue at most $5M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    verified business email at eigerwealth.com (hunter)

    Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).

    Missing: who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  33. A••••• B•••• A••••••• P•••••• W•••••• L••, C••••• H•••• N•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $500M to $1B; portable $760M to $849M, revenue at most $10M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    verified business email at atlanticpwa.com (hunter); LinkedIn profile

    Who else to call: 5 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).

    Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  34. M••• R•••• L•••••••• F•••••••• P••••••• I•••, S•••• C•••• S•••••• 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 $235M to $418M, revenue at most $5M (transfer share is a judgment)
    Team
    2-person high-confidence team
    Contact
    Direct
    verified business email at lakeshorefinancialplanning.com (hunter)

    Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).

    Missing: a dated reason to call now.

    Before a call: a dated reason to call now.

  35. P••• S••••• T•• P••••••• G••••, N••••••••• I•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $250M to $500M; portable $248M to $277M, revenue at most $5M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at planning-group.com (firm_website); LinkedIn profile

    Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).

    Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  36. G••• R••• A•••••••• W••••• P•••••••• L••, P••••••••• N•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $500M to $1B; portable $429M to $479M, revenue at most $10M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at accretivewealthpartners.com (firm_website)

    Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).

    Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  37. J••••• C•••••••• K••••••••• W••••• A•••••••, B••••••••• 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 $288M to $322M, revenue at most $5M (transfer share is a judgment)
    Team
    2-person high-confidence team
    Contact
    Direct
    verified business email at keyvantage.com (apollo); LinkedIn profile

    Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).

    Missing: a dated reason to call now.

    Before a call: a dated reason to call now.

  38. D••••• S••••• 1••• W••••• L••, S•••• S••••••• G•
    independent RIA

    No dated fact on this record clears DFX’s evidence bar.

    Timing
    Nothing current
    Value
    $250M+
    Team book $250M to $500M; portable $332M to $371M, revenue at most $5M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at 1776wealth.com (firm_website)

    Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).

    Missing: a meaningful reason; who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  39. E•••• A••••• M• P•••••• W•••••• L••, S•• C•••••• 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 $343M to $611M, revenue at most $10M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at maprivatewealth.com (firm_website)

    Who else to call: 3 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).

    Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

  40. C•••••• F••••• R•••••• F••••• L••, B••••••• 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 $126M to $225M, revenue at most $5M (transfer share is a judgment)
    Team
    No team seen
    Contact
    Direct
    published business email at robbinsfarley.com (firm_website); LinkedIn profile

    Who else to call: 4 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).

    Missing: a meaningful reason; the current role; who works with them (team unresolved); a dated reason to call now.

    Before a call: a dated reason to call now.

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The advisor names past the first 5 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.