Advisors to call now

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

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

Gary Williams Stifel, Nicolaus & Company, Incorporated, Little Rock, Ar
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 14 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
Sherrie Ingham Ameriprise Financial Services, LLC, Troy, Mi
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
Peter Nicoletti Stifel, Nicolaus & Company, Incorporated, Palm Beach, Fl
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 24 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
W•••••• C••••• C••••••••• F•••••••• N••••••, C•••••••• C•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
2 move with them
Contact
Unresolved
no contact route found
Business ties: Some: 1 investment vehicle 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).
Before a call: a dated reason to call now; a contact route.
R••••• B•••• J••• M••••• S••••••••• L••, P••• B•••• G••••••• F•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 37 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
K•••••• P••••••• R•• C•••••• M••••••• L••, D••••• F•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
W•••••• R••••• R•• C•••••• M••••••• L••, F••• L••••••••• F•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
J•••••• H••• R•••••• J•••• • A••••••••• I•••, B••••••••• A•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 41 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
R•••••• K•••• R••••• P••••••••• M••••••••• L••, M••••••••• P•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Team book $50M to $100M; portable $31M to $56M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at retirepittsburgh.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.
D•••• H•••••• A••• P•••••••, S•• P••••••••• F•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Team book $50M to $100M; portable $29M to $52M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
W•••••• A••••• A••• P•••••••, S•• P••••••••• F•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Team book $50M to $100M; portable $29M to $52M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
S•••• M•• C••••• J••• M••••• S••••••••• L••, B•••••••• W•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
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: a dated reason to call now; a contact route.
J••• F••••• J••• M••••• S••••••••• L••, P••• A•••• C•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 20 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
M•••••• R••• R•• W••••• S••••••••• L••, O••••••• P•••• K•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Team book $50M to $100M; portable $32M to $57M, revenue at most $1M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 4 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
M•••••• W••• A••••••••• F•••••••• S•••••••• L••, G••••••••• S•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
M•••••• A••••••••• S•••••• N••••••• • C••••••• I•••••••••, H•• S••••••• A•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
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: a dated reason to call now; a contact route.
T••• K•••• A••••••••• F•••••••• S•••••••• L••, D•••••• C•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
W•••••• B••••••• A••••••••• F•••••••• S•••••••• L••, E•••••• M•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
2-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
E•••••••• F••• R•• C•••••• M••••••• L••, D••••••• C•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
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: a dated reason to call now; a contact route.
B•••• A••••••• R•• C•••••• M••••••• L••, F•••••••• T•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 14 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
D••• P••••• A••••••••• F•••••••• S•••••••• L••, D••••••••• M•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
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: a dated reason to call now; a contact route.
K•••••• H•••• R•••••• J•••• • A••••••••• I•••, G••••••••• S•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 11 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
G•••••• S••••• R•••••• J•••• • A••••••••• I•••, G••••••••• S•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 16 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
D•••••• O••••• A••••••••• F•••••••• S•••••••• L••, N•••• M•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
S•••• G•••••• S•••••• N••••••• • C••••••• I•••••••••, B•••••••• B••••• F•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
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: a dated reason to call now; a contact route.
S•••••• P••••••••• R•• C•••••• M••••••• L••, B•••••• P•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
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: a dated reason to call now; a contact route.
J•••• H••••••••• A••••••••• F•••••••• S•••••••• L••, V••••••• B••••• V•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
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: a dated reason to call now; a contact route.
J••• A••••••••• S•••••• N••••••• • C••••••• I•••••••••, H•• S••••••• A•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
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: a dated reason to call now; a contact route.
B•••••• H••••• R•• C•••••• M••••••• L••, F••• L••••••••• F•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
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: a dated reason to call now; a contact route.
B•••••• F•••• A••••••••• F•••••••• S•••••••• L••, J••••••••• F•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
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: a dated reason to call now; a contact route.
W•••••• H••••••• A••••••••• F•••••••• S•••••••• L••, A•••••• C•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
M•••••• G•••••• C••••••••• F•••••••• N••••••, L•••••• K•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
2-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
J•••• Y••••• R•••••• J•••• • A••••••••• I•••, O••••••• T••••••• I•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
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: a dated reason to call now; a contact route.
J••••• P••••••• A••••••••• F•••••••• S•••••••• L••, J••••••••• F•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
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: a dated reason to call now; a contact route.
M•••••• A••••• C••••••••• F•••••••• N••••••, G••••••••• C•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
J•••• C••• V••••••• L••, R••••••••• N•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Team book $50M to $100M; portable $34M to $60M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at brightonsecurities.com (firm_website); direct line printed for this person
Who else to call: 29 related advisors, 8 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
J••••• R•••••• B•••••• W••••• M••••••••• L••, S•• L••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Team book $50M to $100M; portable $61M to $69M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at breiterwealth.com (firm_website)
Who else to call: 7 related advisors, 6 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; joined the current firm under a year ago.
D•••• J•••••• S••••••••• F••••••••, V••••• S••••••• C•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Book not estimable; portable $74M to $82M, revenue $100K to $1M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at silverbackfinancial.com (firm_website)
Before a call: a dated reason to call now.
J•••••• A••••• J•• C••••••• L••, P•••••••• K•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Book not estimable; portable $49M to $55M, revenue $100K to $1M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at jlacapital.com (firm_website)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
B•••••• M•••••• M•••••• W••••• M•••••••••, P•••••••• A•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Team book $50M to $100M; portable $36M to $64M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at montoyawealth.com (firm_website)
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.

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