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

James Henry Mycio Wealth Partners, LLC, Philadelphia, Pa
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (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: 32 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
Robert Shaw Mycio Wealth Partners, LLC, Philadelphia, Pa
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (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: 36 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
David Gehring Mycio Wealth Partners, LLC, Philadelphia, Pa
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (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: 30 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
Devin Musser Mycio Wealth Partners, LLC, Philadelphia, Pa
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (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: 39 related advisors, 9 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
Daniel Lugo Villegas Mycio Wealth Partners, LLC, Philadelphia, Pa
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (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: 37 related advisors, 7 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
K••••• A••••••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 months 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: 36 related advisors, 6 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
C••••••••• M•••••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 months 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: 30 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J••••• P•••••• M•••• W••••• P•••••••• L••, P••••••••• P•
independent RIA
- 23% of this office left for other firms in the last six months (latest 2026-07-22)
  2026-07-22 (2 months 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: 30 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
M••• V•••••••• C••••• I••••••••• A••••••• L••, B•••••••• H••••••• O•
broker-dealer affiliated
- passed an adviser exam (S65) on 2026-07-22 after 3 years in the industry, not as part of a same-week firm licensing class
  2026-07-22 (2 months ago). At C•••••, 11.3% with this moved within a year against 5.1% 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; joined the current firm under a year ago.
M•••••• H••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, B••••••• C•
wirehouse
- passed the Series 63 on 2026-07-22 after 5 years in the industry, not as part of a firm licensing class
  2026-07-22 (2 months 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
Before a call: practice size; a contact route; joined the current firm under a year ago.
J••••• M••••• L••••• W••••• M••••••••• L••, B••••• I•
independent RIA
- owns 75% or more of a newly filed adviser, first filed 2026-07-21, where they are not yet registered: A••••• P•••••• W••••• L••
  2026-07-21 (2 months ago). At I•••••••••, 15.2% with this moved within a year against 5.4% without it (2.8x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at legacywealthmg.com (hunter); LinkedIn profile
Who else to call: 13 related advisors, 9 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; confirmed identity; who works with them (team unresolved).
Before a call: practice size; joined the current firm under a year ago.
M•••••• N••••••• H•••••• T••••••• • K•••• L••, O••••••• W•
broker-dealer affiliated
- passed the Series 63 on 2026-07-21 after 13 years in the industry, not as part of a firm licensing class
  2026-07-21 (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
Firm level
firm contact form or inbox
Who else to call: 6 related advisors, 2 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.
R••••• S•••••••• H•••••• T••••••• • K•••• L••, G••••••••• S•
broker-dealer affiliated
- 60% of this office left for other firms in the last six months (latest 2026-07-21)
  2026-07-21 (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
catch-all email (domain accepts every address, unverifiable) at htk.com; firm main line; firm contact form or inbox
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
J••••• L••• H•••••• T••••••• • K•••• L••, G••••••••• S•
broker-dealer affiliated
- 60% of this office left for other firms in the last six months (latest 2026-07-21)
  2026-07-21 (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
catch-all email (domain accepts every address, unverifiable) at htk.com; firm main line; firm contact form or inbox
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.
J•••• G•••••••• H•••••• T••••••• • K•••• L••, G••••••••• S•
broker-dealer affiliated
- 60% of this office left for other firms in the last six months (latest 2026-07-21)
  2026-07-21 (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
firm contact form or inbox
Before a call: practice size.
A••••• G••••••• A••••••••• F•••••••• S•••••••• L••, R••••••• N•
national broker-dealer RIA
- passed an adviser exam (S65) on 2026-07-21 after 4 years in the industry, not as part of a same-week firm licensing class
  2026-07-21 (2 months ago). At A•••••••••, 10.0% with this moved within a year against 4.3% without it (2.4x, 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; joined the current firm under a year ago.
C•••••• B••••• O•••• W•••••• I•••, G••••••••• M•
broker-dealer affiliated
- passed an adviser exam (S65) on 2026-07-21 after 41 years in the industry, not as part of a same-week firm licensing class
  2026-07-21 (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.
C••• C•••• R•••••• J•••• • A••••••••• I•••, S•• D••••• C•
national broker-dealer RIA
- passed an adviser exam (S66) on 2026-07-21 after 2 years in the industry, not as part of a same-week firm licensing class
  2026-07-21 (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
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; joined the current firm under a year ago.
L•••• F••••••••• D•••••••• I••••••••• C••••••••• L••, P•••••••• O•
other adviser
- 29% of this office left for other firms in the last six months (latest 2026-07-20)
  2026-07-20 (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
Direct
published business email at deschutesinvestment.com (firm_website); LinkedIn profile
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
R•••••• P•••• T••••• A••••••• S•••••••• I•••, P••• B•••• G••••••• F•
bank affiliated
- this office went from 19 to 8 registered advisors over the last year, with 11 leaving for other firms (latest 2026-07-20)
  2026-07-20 (2 months ago). At B•••••••••, 15.9% with this moved within a year against 7.5% 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
Direct
verified business email at truist.com (hunter)
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
M•••••• M••••••• T••••• A••••••• S•••••••• I•••, P••• B•••• G••••••• F•
bank affiliated
- this office went from 19 to 8 registered advisors over the last year, with 11 leaving for other firms (latest 2026-07-20)
  2026-07-20 (2 months ago). At B•••••••••, 15.9% with this moved within a year against 7.5% 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
Direct
verified business email at truist.com (hunter)
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
A•••• B•••••• D•••••••• I••••••••• C••••••••• L••, P•••••••• O•
other adviser
- 29% of this office left for other firms in the last six months (latest 2026-07-20)
  2026-07-20 (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
Direct
published business email at deschutesinvestment.com (firm_website); LinkedIn profile
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
F•••• F•••• T••••• A••••••• S•••••••• I•••, P••• B•••• G••••••• F•
bank affiliated
- this office went from 19 to 8 registered advisors over the last year, with 11 leaving for other firms (latest 2026-07-20)
  2026-07-20 (2 months ago). At B•••••••••, 15.9% with this moved within a year against 7.5% 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
Direct
verified business email at truist.com (hunter)
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
T•••••• C••••• D•••••••• I••••••••• C••••••••• L••, P•••••••• O•
other adviser
- 29% of this office left for other firms in the last six months (latest 2026-07-20)
  2026-07-20 (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
Direct
published business email at deschutesinvestment.com (firm_website)
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
T•••••• F•••• D•••••••• I••••••••• C••••••••• L••, P•••••••• O•
other adviser
- 29% of this office left for other firms in the last six months (latest 2026-07-20)
  2026-07-20 (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
Professional
L••••••• profile; professional profile page; catch-all email at deschutesinvestment.com, not verified
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
M•••••••• H••• D•••••••• I••••••••• C••••••••• L••, P•••••••• O•
other adviser
- 29% of this office left for other firms in the last six months (latest 2026-07-20)
  2026-07-20 (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
Professional
L••••••• profile; professional profile page
Who else to call: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
G•••• H•••••••• I••••••••• F•••••••• P•••••••, J••••••••• F•
broker-dealer affiliated
- passed the Series 63 on 2026-07-20 after 5 years in the industry, not as part of a firm licensing class
  2026-07-20 (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
Firm level
firm contact form or inbox
Before a call: practice size; joined the current firm under a year ago.
M••••••• C•••• U•• F•••••••• S••••••• I•••, S•• F••••••••• C•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-07-20. null went to J•••••••
  2026-07-20 (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).
  E••••• L••• to J•••••••
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 ubs.com
Before a call: practice size.
T••••• W•••••• S•••••••• A••••••• L••, F••• M••••• F•
brokerage advisory
- 21% of this office left for other firms in the last six months (latest 2026-07-20)
  2026-07-20 (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.
S•••••••• C•••••• S•••••••• A••••••• L••, F••• M••••• F•
brokerage advisory
- 21% of this office left for other firms in the last six months (latest 2026-07-20)
  2026-07-20 (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.
K•••••••• D••••••• S•••••••• A••••••• L••, F••• M••••• F•
brokerage advisory
- 21% of this office left for other firms in the last six months (latest 2026-07-20)
  2026-07-20 (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••••• B••••••••• P• T••••• A••••••• S•••••••• I•••, P••• B•••• G••••••• F•
bank affiliated
- this office went from 19 to 8 registered advisors over the last year, with 11 leaving for other firms (latest 2026-07-20)
  2026-07-20 (2 months ago). At B•••••••••, 15.9% with this moved within a year against 7.5% 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: 7 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.
A••••• B••• S•••••••• A••••••• L••, F••• M••••• F•
brokerage advisory
- 21% of this office left for other firms in the last six months (latest 2026-07-20)
  2026-07-20 (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.
C••• M••••• S•••••••• A••••••• L••, F••• M••••• F•
brokerage advisory
- 21% of this office left for other firms in the last six months (latest 2026-07-20)
  2026-07-20 (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.
B•••••• R•••• S•••••••• A••••••• L••, F••• M••••• F•
brokerage advisory
- 21% of this office left for other firms in the last six months (latest 2026-07-20)
  2026-07-20 (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.
S•••••• C•••••••• I• T••••• A••••••• S•••••••• I•••, P••• B•••• G••••••• F•
bank affiliated
- this office went from 19 to 8 registered advisors over the last year, with 11 leaving for other firms (latest 2026-07-20)
  2026-07-20 (2 months ago). At B•••••••••, 15.9% with this moved within a year against 7.5% 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: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
W•••••• B•••••• T••••• A••••••• S•••••••• I•••, P••• B•••• G••••••• F•
bank affiliated
- this office went from 19 to 8 registered advisors over the last year, with 11 leaving for other firms (latest 2026-07-20)
  2026-07-20 (2 months ago). At B•••••••••, 15.9% with this moved within a year against 7.5% 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.
M•••••• B••••••• S•••••••• A••••••• L••, F••• M••••• F•
brokerage advisory
- 21% of this office left for other firms in the last six months (latest 2026-07-20)
  2026-07-20 (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.
C••••• F•••••• S•••••••• A••••••• L••, F••• M••••• F•
brokerage advisory
- 21% of this office left for other firms in the last six months (latest 2026-07-20)
  2026-07-20 (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••••• B•••• S•••••••• A••••••• L••, F••• M••••• F•
brokerage advisory
- 21% of this office left for other firms in the last six months (latest 2026-07-20)
  2026-07-20 (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.

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