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

Ryan Robertson My Prosper Team, Lehi, Ut
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-01)
  2026-07-01 (3 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
$25M+
Team book $50M to $100M; portable at most $100M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Professional
LinkedIn profile; professional profile page
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
Bret Everson My Prosper Team, Lehi, Ut
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-01)
  2026-07-01 (3 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
$25M+
Team book $50M to $100M; portable at most $100M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Professional
LinkedIn profile; professional profile page
Missing: who works with them (team unresolved).
Tyler Hansen My Prosper Team, Lehi, Ut
Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-01)
  2026-07-01 (3 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
$25M+
Team book $50M to $100M; portable at most $100M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Professional
LinkedIn profile; professional profile page
Missing: who works with them (team unresolved).
J•••• W•••• P•••••••• A•••••••, W••••••••• V•
broker-dealer affiliated
- 22% of this office left for other firms in the last six months (latest 2026-07-07)
  2026-07-07 (3 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
Under $25M
Personal book under $100M; portable under $100M, revenue under $1M
Team
No team seen
Contact
Unresolved
no contact route found (only unverified leads)
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: a contact route.
T••••• F••••• L•• F•••••••• L••, F••••••••• N•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-02. null went to A••• W•••••• L••
  2026-09-02 (24 days ago). At L••, 8.9% with this moved within a year against 4.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  C•••• P••• to A••• W•••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Unresolved
no contact route found
Who else to call: 7 related advisors, 7 on a link type measured as carrying moves (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.
V•••••• B••••••• L•• F•••••••• L••, F••••••••• N•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-02. null went to A••• W•••••• L••
  2026-09-02 (24 days ago). At L••, 8.9% with this moved within a year against 4.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  C•••• P••• to A••• W•••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Unresolved
no contact route found
Who else to call: 7 related advisors, 7 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
J•••• M••••• L•• F•••••••• L••, W•••••••• C•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-02. null went to A••• W•••••• L••
  2026-09-02 (24 days ago). At L••, 8.9% with this moved within a year against 4.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  C•••• P••• to A••• W•••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
10 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: 12 related advisors, 11 on a link type measured as carrying moves (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.
B••••••• S•••• A••••••••• F•••••••• S•••••••• L••, M•••••• C•••• O•
national broker-dealer RIA
- passed the Series 63 on 2026-07-13 after 5 years in the industry, not as part of a firm licensing class
  2026-07-13 (3 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).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
9 move with them
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route; joined the current firm under a year ago.
W•••• S•••• U•• F•••••••• S••••••• I•••, W••• P••• B••••• F•
wirehouse
- this office went from 32 to 23 registered advisors over the last year, with 11 leaving for other firms (latest 2026-09-04)
  2026-09-04 (22 days ago). At U••, 13.4% with this moved within a year against 5.5% without it (2.5x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
8 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at ubs.com
Who else to call: 5 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a meaningful reason; who works with them (team unresolved).
Before a call: practice size.
J••••• B••••••••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, C•••• N•••• N•
broker-dealer affiliated
- passed the Series 63 on 2026-07-16 after 8 years in the industry, not as part of a firm licensing class
  2026-07-16 (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
8 move with them
Contact
Unresolved
no contact route found (only unverified leads)
Who else to call: 7 related advisors, 6 on a link type measured as carrying moves (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.
N••• F••••• L•• F•••••••• L••, R••••••••• C•
broker-dealer affiliated
- this office went from 48 to 34 registered advisors over the last year, with 19 leaving for other firms (latest 2026-09-16)
  2026-09-16 (10 days ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
8-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 12 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a contact route; a meaningful reason.
Before a call: practice size; a contact route.
J••••• V••• W•••• F•••• A•••••••, F••••••• V•••••• C•
broker-dealer affiliated
- is M••••••• Partner/C•••• C••••••••• O•••••• of a newly filed adviser, first filed 2026-06-30, where they are not yet registered: P•••••• C•••••• M••••••••• L••
  2026-06-30 (3 months ago). At B•••••••••, 47.6% with this moved within a year against 5.3% without it (9.0x, 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
7 move with them
Contact
Professional
L••••••• profile
Business ties: Some: 2 operating or professional businesses, 1 company board seat on file. A measure of business ties, not of book size or clients.
Who else to call: 4 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; the current role; who works with them (team unresolved).
Before a call: practice size.
C•••••• K•••••••• T••••• F••• W•••••, D•••••• C•
no RAUM reported
- passed the Series 63 on 2026-01-22 after 5 years in the industry, not as part of a firm licensing class
  2026-01-22 (8 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
6 move with them
Contact
Direct
published business email at twentyfourwealth.com (firm_website); direct line printed for this person
Before a call: practice size; joined the current firm under a year ago.
D••••• N••••• E•••••• F•••••••• P••••••• A•• W••••• M•••••••••, S•• P••••••••• F•
independent RIA
- 24% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Direct
published business email at elevatefpwm.com (firm_website); direct line printed for this person; LinkedIn profile
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
C••••••••• A••••• E•••••• F•••••••• P••••••• A•• W••••• M•••••••••, S•• P••••••••• F•
independent RIA
- 24% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Direct
published business email at elevatefpwm.com (firm_website); direct line printed for this person; LinkedIn profile
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
H••••• M•••• E•••••• F•••••••• P••••••• A•• W••••• M•••••••••, S•• P••••••••• F•
independent RIA
- 24% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
C••••• B••••• E•••••• F•••••••• P••••••• A•• W••••• M•••••••••, S•• P••••••••• F•
independent RIA
- 24% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
W•••••• O••• E•••••• F•••••••• P••••••• A•• W••••• M•••••••••, S•• P••••••••• F•
independent RIA
- 24% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
W•••••• L•••••• E•••••• F•••••••• P••••••• A•• W••••• M•••••••••, S•• P••••••••• F•
independent RIA
- 24% of this office left for other firms in the last six months (latest 2026-08-25)
  2026-08-25 (32 days ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Firm level
firm main line; firm contact form or inbox
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
D•••• C•••••••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, V••••••• B••••• V•
broker-dealer affiliated
- passed an adviser exam (S65) on 2026-08-19 after 16 years in the industry, not as part of a same-week firm licensing class
  2026-08-19 (38 days 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
5 move with them
Contact
Unresolved
no contact route found
Who else to call: 3 related advisors, 3 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•••••• I•••• L•• F•••••••• L••, V••••••• C•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-17. null went to E••••••••
  2026-08-17 (40 days ago). At B•••••••••, 11.0% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  J•• H•••••• to E••••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Unresolved
no contact route found
Who else to call: 7 related advisors, 7 on a link type measured as carrying moves (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.
G••••• E•••• L•• F•••••••• L••, N•••••• C•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-17. null went to E••••••••
  2026-08-17 (40 days ago). At B•••••••••, 11.0% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  J•• H•••••• to E••••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Unresolved
no contact route found
Who else to call: 7 related advisors, 7 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
J••••••• M•••••• F•••• T•••• S••••••••• I•••, A•••••• T•
bank affiliated
- passed the Series 63 on 2026-08-14 after 18 years in the industry, not as part of a firm licensing class
  2026-08-14 (43 days 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
5 move with them
Contact
Unresolved
no contact route found
Who else to call: 5 related advisors, 5 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.
E•••••• M•••• C••••••••• F•••••••• N••••••, R••••••••• N•
national broker-dealer RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-13. null went to R•••••• J••••
  2026-08-13 (44 days ago). At A••, 11.3% with this moved within a year against 4.9% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  S•••• F••••• to R•••••• J••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at commonwealth.com
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 usable practice size; a meaningful reason; who works with them (team unresolved).
Before a call: practice size.
J••• P••••••• C••••••••• F•••••••• N••••••, W••••••• M•
national broker-dealer RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-13. null went to R•••••• J••••
  2026-08-13 (44 days ago). At A••, 11.3% with this moved within a year against 4.9% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  S•••• F••••• to R•••••• J••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at commonwealth.com
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 usable practice size; who works with them (team unresolved).
Before a call: practice size.
L••••••• G•••••••• C••••••••• F•••••••• N••••••, R••••••••• N•
national broker-dealer RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-13. null went to R•••••• J••••
  2026-08-13 (44 days ago). At A••, 11.3% with this moved within a year against 4.9% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  S•••• F••••• to R•••••• J••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at commonwealth.com
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 usable practice size; a meaningful reason; who works with them (team unresolved).
Before a call: practice size.
R••••• D••••• C••••••••• F•••••••• N••••••, R••••••••• N•
national broker-dealer RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-13. null went to R•••••• J••••
  2026-08-13 (44 days ago). At A••, 11.3% with this moved within a year against 4.9% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  S•••• F••••• to R•••••• J••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
5 move with them
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).
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
P•••• K•••••• C••••••••• F•••••••• N••••••, R••••••••• N•
national broker-dealer RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-13. null went to R•••••• J••••
  2026-08-13 (44 days ago). At A••, 11.3% with this moved within a year against 4.9% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  S•••• F••••• to R•••••• J••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
5 move with them
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).
Missing: a usable practice size; a contact route; a meaningful reason; the full regulatory record; who works with them (team unresolved).
Before a call: practice size; a contact route.
A•••• L••••• L•• F•••••••• L••, B••••••• N•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-06. null went to J•••••••
  2026-07-06 (3 months ago). At L••, 8.9% with this moved within a year against 4.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  M••••• W•••• to J•••••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Unresolved
no contact route found
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
B•••••• S••••• L•• F•••••••• L••, A•••• V••••• C•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-06. null went to J•••••••
  2026-07-06 (3 months ago). At L••, 8.9% with this moved within a year against 4.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  M••••• W•••• to J•••••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Unresolved
no contact route found
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
J••••• R•••••••• L•• F•••••••• L••, L••••••• N•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-06. null went to J•••••••
  2026-07-06 (3 months ago). At L••, 8.9% with this moved within a year against 4.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  M••••• W•••• to J•••••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Unresolved
no contact route found
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
Z•••• L•• L•• F•••••••• L••, S•• F••••••••• C•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-06. null went to J•••••••
  2026-07-06 (3 months ago). At L••, 8.9% with this moved within a year against 4.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  M••••• W•••• to J•••••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Unresolved
no contact route found
Who else to call: 6 related advisors, 6 on a link type measured as carrying moves (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.
P••• M••••• L•• F•••••••• L••, M••••••••• L•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-05. null went to W•••• F••••
  2026-08-05 (52 days ago). At L••, 8.9% with this moved within a year against 4.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  G•••••• R••••••• to W•••• F••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at lpl.com
Who else to call: 9 related advisors, 9 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
T••••• W•••• L•• F•••••••• L••, B••••• B•••••• L•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-05. null went to W•••• F••••
  2026-08-05 (52 days ago). At L••, 8.9% with this moved within a year against 4.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  G•••••• R••••••• to W•••• F••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at lpl.com
Who else to call: 9 related advisors, 9 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
D•••••• L•••••• L•• F•••••••• L••, L••••••••• L•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-05. null went to W•••• F••••
  2026-08-05 (52 days ago). At L••, 8.9% with this moved within a year against 4.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  G•••••• R••••••• to W•••• F••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at lpl.com
Who else to call: 9 related advisors, 9 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
J••••••• B•••• L•• F•••••••• L••, B••••••••• A•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-05. null went to W•••• F••••
  2026-08-05 (52 days ago). At L••, 8.9% with this moved within a year against 4.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  G•••••• R••••••• to W•••• F••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 2 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
J•• B•••••••• L•• F•••••••• L••, N•• I•••••• L•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-05. null went to W•••• F••••
  2026-08-05 (52 days ago). At L••, 8.9% with this moved within a year against 4.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  G•••••• R••••••• to W•••• F••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 9 related advisors, 9 on a link type measured as carrying moves (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.
D••• A••••• R•••••• J•••• • A••••••••• I•••, P••• B••••• F•
national broker-dealer RIA
- passed the Series 63 on 2026-07-22 after 24 years in the industry, not as part of a firm licensing class
  2026-07-22 (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).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route; joined the current firm under a year ago.
K•••• W••••• L•• F•••••••• L••, C•••••••• O•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-14. null went to D••• D•••• W••••• L••
  2026-07-14 (2 months ago). At L••, 8.9% with this moved within a year against 4.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  S••••• D••• to D••• D•••• W••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
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).
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
S••••• I•••••• L•• F•••••••• L••, O••••••• C•••• O•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-14. null went to D••• D•••• W••••• L••
  2026-07-14 (2 months ago). At L••, 8.9% with this moved within a year against 4.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  S••••• D••• to D••• D•••• W••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
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).
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.

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