Advisors to call nowHow this list is builtEvery reason is a filed fact with its date: an office that lost its people, someone who moved firms with this advisor before and has just left, a newly filed adviser they own, an exam just passed. Beside each is how often advisors with the same fact moved within a year, for their own firm where the history is large enough, otherwise their channel.Timing, practice size, team and contact are shown separately and never added up. The order is timing first, then size, then team, then how recent the fact is, then how reachable the advisor is. None of this is a statement that anyone plans to leave.
A dated fact that historically went with moving, on a practice worth the call.
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- Andrew Maron Commonwealth Financial Network, Allentown, PaCall-readynational broker-dealer RIA
- this office went from 13 to 7 registered advisors over the last year, with 7 leaving for other firms (latest 2026-01-15)2026-01-15 (8 months ago). At national broker-dealer RIAs, 8.2% with this moved within a year against 3.9% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- $25M+
- Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
- Team
- No team seen
- Contact
- Direct
- verified business email at commonwealth.com (apollo)
Missing: a usable practice size; who works with them (team unresolved).
- Bryn Henry Commonwealth Financial Network, Plano, TxCall-readynational broker-dealer RIA
- this office went from 11 to 8 registered advisors over the last year, with 4 leaving for other firms (latest 2025-12-31)2025-12-31 (9 months ago). At national broker-dealer RIAs, 8.2% with this moved within a year against 3.9% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- $25M+
- Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
- Team
- No team seen
- Contact
- Direct
- verified business email at guidedpf.com (apollo); LinkedIn profile
Who else to call: 19 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a meaningful reason; who works with them (team unresolved).
- Raymond Schachtner Edward Jones, Columbia, MoCall-readynational broker-dealer RIA
- passed an adviser exam (S65) on 2025-11-19 after 34 years in the industry, not as part of a same-week firm licensing class2025-11-19 (10 months ago). At Edward Jones, 5.9% with this moved within a year against 2.9% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- Timing
- Strong timing
- measured at this firm
- Value
- $25M+
- Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
- Team
- No team seen
- Contact
- Firm level
- catch-all email (domain accepts every address, unverifiable) at edwardjones.com
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).
- K•••• D•••••• E••••• J••••, C•••• C••••• M•Call-readynational broker-dealer RIA
- passed an adviser exam (S65) on 2025-11-17 after 27 years in the industry, not as part of a same-week firm licensing class2025-11-17 (10 months ago). At E••••• J••••, 5.9% with this moved within a year against 2.9% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- Timing
- Strong timing
- measured at this firm
- Value
- $25M+
- Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; catch-all email at edwardjones.com, not verified
Missing: a usable practice size; the full regulatory record; who works with them (team unresolved).
- R••••• G••••••• E••••• J••••, W••• P•••••• M•Call-readynational broker-dealer RIA
- passed an adviser exam (S65) on 2025-10-23 after 36 years in the industry, not as part of a same-week firm licensing class2025-10-23 (11 months ago). At E••••• J••••, 5.9% with this moved within a year against 2.9% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- Timing
- Strong timing
- measured at this firm
- Value
- $25M+
- Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
- Team
- No team seen
- Contact
- Firm level
- catch-all email (domain accepts every address, unverifiable) at edwardjones.com
Missing: a usable practice size; the full regulatory record; who works with them (team unresolved).
- M••• H••••••• E••••• J••••, C••••••••• M•Call-readynational broker-dealer RIA
- passed an adviser exam (S66,S65) on 2025-10-15 after 34 years in the industry, not as part of a same-week firm licensing class2025-10-15 (12 months ago). At E••••• J••••, 5.9% with this moved within a year against 2.9% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- Timing
- Strong timing
- measured at this firm
- Value
- $25M+
- Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; catch-all email at edwardjones.com, not verified
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; the full regulatory record; who works with them (team unresolved).
- C••• S•••••• E••••• J••••, B•••••• M•Call-readynational broker-dealer RIA
- passed an adviser exam (S66) on 2025-10-15 after 30 years in the industry, not as part of a same-week firm licensing class2025-10-15 (12 months ago). At E••••• J••••, 5.9% with this moved within a year against 2.9% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- Timing
- Strong timing
- measured at this firm
- Value
- $25M+
- Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; catch-all email at edwardjones.com, not verified
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).
- R•••••• B•••••• E••••• J••••, R•••••••• M•Call-readynational broker-dealer RIA
- passed an adviser exam (S65) on 2025-10-07 after 40 years in the industry, not as part of a same-week firm licensing class2025-10-07 (12 months ago). At E••••• J••••, 5.9% with this moved within a year against 2.9% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- Timing
- Strong timing
- measured at this firm
- Value
- $25M+
- Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
- Team
- No team seen
- Contact
- Firm level
- catch-all email (domain accepts every address, unverifiable) at edwardjones.com
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).
- V•••••• S••••••• A••••••••• F•••••••• S•••••••• L••, M••••• M••••• M•Call-readynational broker-dealer RIA
- passed an adviser exam (S65) on 2025-09-29 after 28 years in the industry, not as part of a same-week firm licensing class2025-09-29 (12 months ago). At A•••••••••, 8.9% 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
- $25M+
- Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
- Team
- No team seen
- Contact
- Direct
- verified business email at ampf.com (hunter)
Missing: a usable practice size; who works with them (team unresolved).
- J••••• S••••••••• Q••••• F•••••••• H••••••• L••, K•••• T•Call-readystate-registered adviser
- passed the Series 63 on 2025-09-26 after 5 years in the industry, not as part of a firm licensing class2025-09-26 (12 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
- $25M+
- Team book $50M to $100M; portable $42M to $75M, revenue at most $1M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at quiverfinancial.com (hunter); LinkedIn profile
Missing: who works with them (team unresolved).
- L••• P•••• T•• L••• W••••• G••••, W••••• G•••••• F•Call-readyindependent RIA
- 25% of this office left for other firms in the last six months (latest 2026-07-12)2026-07-12 (3 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).
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-07-12. null went to L••2026-07-12 (3 months ago). At I•••••••••, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).A•••••••• T••••• to L••
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
- Team
- 3 move with them
- Contact
- Firm level
- catch-all email (domain accepts every address, unverifiable) at lifewealthgroup.com
Who else to call: 12 related advisors, 4 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).
- J••• K•••• F••••••••• F•••••••• P•••••••, S•••••• V•••••• W•Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-03-27)2026-03-27 (6 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; portable at most $500M, revenue at most $5M (transfer share is a judgment)
- Team
- 3 move with them
- Contact
- Direct
- published business email at kiepefinancial.com (firm_website); direct line printed for this person; LinkedIn profile
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
- J••••••• D•••• F••••••••• F•••••••• P•••••••, S••••••• W•Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-03-27)2026-03-27 (6 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; portable at most $500M, revenue at most $5M (transfer share is a judgment)
- Team
- 3 move with them
- Contact
- Professional
- L••••••• profile
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a meaningful reason; who works with them (team unresolved).
- H••••••• L•••••••• T•• L••• W••••• G••••, W••••• G•••••• F•Call-readyindependent RIA
- 25% of this office left for other firms in the last six months (latest 2026-07-12)2026-07-12 (3 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).
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-07-12. null went to L••2026-07-12 (3 months ago). At I•••••••••, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).A•••••••• T••••• to L••
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
- Team
- 3-person high-confidence team
- 2 members left this year; after a first exit 11% of those left followed within a year
- Contact
- Professional
- L••••••• profile; catch-all email at lifewealthgroup.com, not verified
Who else to call: 10 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
- H••••• L•••••••• T•• L••• W••••• G••••, W••••• G•••••• F•Call-readyindependent RIA
- 25% of this office left for other firms in the last six months (latest 2026-07-12)2026-07-12 (3 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).
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-07-12. null went to L••2026-07-12 (3 months ago). At I•••••••••, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).A•••••••• T••••• to L••
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
- Team
- 3-person high-confidence team
- 2 members left this year; after a first exit 11% of those left followed within a year
- Contact
- Professional
- L••••••• profile; catch-all email at lifewealthgroup.com, not verified
Who else to call: 11 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
- S•••••• T••••• L••••• T••••• A••••••• S•••••••• L••, C••••••••• N•Call-readyindependent RIA
- 22% of this office left for other firms in the last six months (latest 2026-06-12)2026-06-12 (4 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
- 2 move with them
- Contact
- Direct
- verified business email at lindenthomas.com (hunter); LinkedIn profile
Business ties: Some: 1 operating or professional business, 1 real-estate entity on file. A measure of business ties, not of book size or clients.
Who else to call: 11 related advisors, 2 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).
- A•••••••• H••• L••••• T••••• A••••••• S•••••••• L••, C••••••••• N•Call-readyindependent RIA
- 22% of this office left for other firms in the last six months (latest 2026-06-12)2026-06-12 (4 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
- 2 move with them
- Contact
- Firm level
- firm main line; firm contact form or inbox
Who else to call: 11 related advisors, 2 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).
- B•••• K•••••• L••••• T••••• A••••••• S•••••••• L••, C••••••••• N•Call-readyindependent RIA
- 22% of this office left for other firms in the last six months (latest 2026-06-12)2026-06-12 (4 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
- 2 move with them
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 11 related advisors, 2 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).
- R•••••• W••••• I••••••• W••••• M••••••••• L••, C•••••••• A•Call-readyindependent RIA
- this office went from 8 to 6 registered advisors over the last year, with 3 leaving for other firms (latest 2026-05-29)2026-05-29 (4 months ago). At I•••••••••, 22.2% with this moved within a year against 5.4% without it (4.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- verified business email at ironwoodwm.com (hunter); LinkedIn profile
Who else to call: 8 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).
- R•••• C••• I••••••• W••••• M••••••••• L••, C•••••••• A•Call-readyindependent RIA
- this office went from 8 to 6 registered advisors over the last year, with 3 leaving for other firms (latest 2026-05-29)2026-05-29 (4 months ago). At I•••••••••, 22.2% with this moved within a year against 5.4% without it (4.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Direct
- verified business email at ironwoodwm.com (hunter); LinkedIn profile
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).
- E••••• P••••••• I••••••• W••••• M••••••••• L••, C•••••••• A•Call-readyindependent RIA
- this office went from 8 to 6 registered advisors over the last year, with 3 leaving for other firms (latest 2026-05-29)2026-05-29 (4 months ago). At I•••••••••, 22.2% with this moved within a year against 5.4% without it (4.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
- Team
- 2 move with them
- Contact
- Firm level
- firm contact form or inbox
Missing: a usable practice size; who works with them (team unresolved).
- D•••• K•••• K•• F•••••••• P•••••••• L••, T•••••• O•Call-readyindependent RIA
- 33% of this office left for other firms in the last six months (latest 2026-05-12)2026-05-12 (5 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
- 2 move with them
- Contact
- Direct
- verified business email at kmgfp.com (hunter); LinkedIn profile
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; the full regulatory record; who works with them (team unresolved).
- A•••• M••••••• K•• F•••••••• P•••••••• L••, T•••••• O•Call-readyindependent RIA
- 33% of this office left for other firms in the last six months (latest 2026-05-12)2026-05-12 (5 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
- 2 move with them
- Contact
- Professional
- professional profile page
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
- D•• J••••• A••••• A•••••••, L••••• U•Call-readyindependent RIA
- this office went from 11 to 6 registered advisors over the last year, with 5 leaving for other firms (latest 2026-04-08)2026-04-08 (6 months ago). At I•••••••••, 22.2% with this moved within a year against 5.4% without it (4.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- 2 move with them
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 9 related advisors, 2 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).
- B••••••• D••••••• E•••••••• P•••• W••••• P•••••••• L••, D•••••• C•Call-readyindependent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-29. null went to E•••••• A••••••• G••••• L••2026-05-29 (4 months ago). At I•••••••••, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).H••••• B••••••• to E•••••• A••••••• G••••• L••
- Timing
- Timing
- Value
- $250M+
- Book not estimable; portable $1.2B to $2.2B
- Team
- 5 move with them
- Contact
- Professional
- professional profile page
Who else to call: 9 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
- S••••• P•••••• E•••••••• P•••• W••••• P•••••••• L••, D•••••• C•Call-readyindependent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-29. null went to E•••••• A••••••• G••••• L••2026-05-29 (4 months ago). At I•••••••••, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).H••••• B••••••• to E•••••• A••••••• G••••• L••
- Timing
- Timing
- Value
- $250M+
- Book not estimable; portable $1.2B to $2.2B
- Team
- 5 move with them
- Contact
- Professional
- professional profile page
Who else to call: 9 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: the current role; who works with them (team unresolved).
- R••••• B••••• S•••••••• A•••••••• L••, N•••• H••••• C•Call-readybroker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-09. null went to C••••••• P•••••••2026-09-09 (17 days ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).J••• G••••••••• to C••••••• P•••••••
- Timing
- Timing
- Value
- $250M+
- Book not estimable; portable $1.3B to $1.9B
- Team
- 2 move with them
- Contact
- Direct
- direct line printed for this person; LinkedIn profile
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: who works with them (team unresolved).
- S•••••• F•••••• S•••••••• A•••••••• L••, N•••• H••••• C•Call-readybroker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-09. null went to C••••••• P•••••••2026-09-09 (17 days ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).J••• G••••••••• to C••••••• P•••••••
- Timing
- Timing
- Value
- $250M+
- Book not estimable; portable $1.3B to $1.9B
- Team
- 2 move with them
- Contact
- Direct
- direct line printed for this person; LinkedIn profile
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: who works with them (team unresolved).
- S••••• D•••••••• S•••••••• A•••••••• L••, N•••• H••••• C•Call-readybroker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-09. null went to C••••••• P•••••••2026-09-09 (17 days ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).J••• G••••••••• to C••••••• P•••••••
- Timing
- Timing
- Value
- $250M+
- Book not estimable; portable $1.3B to $1.9B
- Team
- 2 move with them
- Contact
- Direct
- direct line printed for this person; LinkedIn profile
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: the full regulatory record; who works with them (team unresolved).
- J••• J•••••• J•• W••••• M••••••••• L••, H•••••••• R••••• C•Call-readyindependent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-11. null went to G••••••• R•••• C•••••• L••2026-09-11 (15 days ago). At I•••••••••, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).L••• N••••• to G••••••• R•••• C•••••• L••
- Timing
- Timing
- Value
- $250M+
- Team book $500M to $1B; portable $500M to $559M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at jplwm.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: who works with them (team unresolved).
- P•••••• R••• J•• W••••• M••••••••• L••, D•••••• C•Call-readyindependent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-11. null went to G••••••• R•••• C•••••• L••2026-09-11 (15 days ago). At I•••••••••, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).L••• N••••• to G••••••• R•••• C•••••• L••
- Timing
- Timing
- Value
- $250M+
- Team book $500M to $1B; portable $500M to $559M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- professional profile page
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
- D•••• K•••• R••••••••• P••••••• G••••• L••, M••••• N•Call-readyindependent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-04. null went to S••••• O•• S••••••••• I•••2026-09-04 (22 days ago). At I•••••••••, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).N•••••• D•••• to S••••• O•• S••••••••• I•••
- Timing
- Timing
- Value
- $250M+
- Team book $250M to $500M; portable $319M to $357M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at rpgretire.com (firm_website)
Who else to call: 5 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
- B•••• H••••• F•••••• I••••••••• M••••••••• I•••, S•••• W••••••• C•Call-readyindependent RIA
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-08-10. null went to 3• A•••••• G••••• I•••2026-08-10 (47 days ago). At I•••••••••, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).S•••• H••••• to 3• A•••••• G••••• I•••
- Timing
- Timing
- Value
- $250M+
- Team book $500M to $1B; portable $284M to $506M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at freedomadvisors.com (hunter)
Who else to call: 11 related advisors, 11 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
- L•••• K•••••••• M••••• I••••••••• G••••• L••, W••••••• K•Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-05-21. null went to R•• I••••••••• L••2026-05-21 (4 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).D•••••• M••••• to R•• I••••••••• L••
- Timing
- Timing
- Value
- $250M+
- Team book $250M to $500M; portable $354M to $396M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at marketadvisorygroup.com (hunter)
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
- J••• Z•••••• T••••••• A•••• M•••••••••, M••••••••• M•Call-readyindependent RIA
- passed an adviser exam (S65) on 2026-05-07 after 12 years in the industry, not as part of a same-week firm licensing class2026-05-07 (5 months ago). At I•••••••••, 8.8% with this moved within a year against 5.4% without it (1.6x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- Timing
- Timing
- Value
- $250M+
- Team book $250M to $500M; portable $183M to $325M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at tealwood.com (hunter); LinkedIn profile
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Missing: a contradiction to resolve; who works with them (team unresolved).
- W•••••• C•••• C••••••• A••••••••• I••, S•• L••••• M•Call-readyindependent RIA
- passed an adviser exam (S65) on 2025-10-17 after 37 years in the industry, not as part of a same-week firm licensing class2025-10-17 (11 months ago). At I•••••••••, 8.8% with this moved within a year against 5.4% without it (1.6x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- Timing
- Timing
- Value
- $250M+
- Team book $500M to $1B; portable $814M to $910M, revenue at most $10M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- verified business email at cortlandassociates.com (hunter)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
- R••••• S•••••• S•••• W••••• M••••••••• L••, F••••••••• T•Call-readymixed wealth
- passed the Series 65 on 2025-09-25 while already holding the Series 66; the 65 lets an adviser register without a broker-dealer2025-09-25 (12 months ago). At A••, 9.4% with this moved within a year against 4.9% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- Timing
- Timing
- Value
- $250M+
- Team book $250M to $500M; portable $223M to $312M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- professional profile page
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).
- S•••••• F••••• D•••••• S••••• C••••••, S•••• L••••• M•Call-readyindependent RIA
- passed an adviser exam (S65) on 2025-10-17 after 28 years in the industry, not as part of a same-week firm licensing class2025-10-17 (11 months ago). At I•••••••••, 8.8% with this moved within a year against 5.4% without it (1.6x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- Timing
- Timing
- Value
- $100M+
- Team book $100M to $250M; portable $95M to $168M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Firm level
- firm contact form or inbox
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: a contradiction to resolve; who works with them (team unresolved).
- M••• B•••• B•••• F•••••••• S•••••••• I•••, N•••••• B••••• C•Call-readyindependent RIA
- passed an adviser exam (S65) on 2026-07-24 after 32 years in the industry, not as part of a same-week firm licensing class2026-07-24 (2 months ago). At I•••••••••, 8.8% with this moved within a year against 5.4% without it (1.6x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- Timing
- Timing
- Value
- $100M+
- Team book $100M to $250M; portable $142M to $159M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Professional
- L••••••• profile; catch-all email at boyerfs.com, not verified
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
- G•••••• C••••••• T•• C••••••• G•••• L••, W••••••• M•Call-readyindependent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-04-07. null went to I••••••••• W••••• C••••••• L••2026-04-07 (6 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).J••• M•••••• to I••••••••• W••••• C••••••• L••
- Timing
- Timing
- Value
- $100M+
- Team book $100M to $250M; portable $211M to $236M, revenue at most $5M (transfer share is a judgment)
- Team
- No team seen
- Contact
- Direct
- published business email at thecliffordgrp.com (firm_website); LinkedIn profile
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved).
The advisor names past the first 3 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.