Advisors to call now

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

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

Ruby Melton Fortune Wealth Management, LLC, Dallas, Tx
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.2 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $198M to $353M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a contact route; a meaningful reason; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; a contact route.
Brian Russell LPL Financial LLC, San Diego, Ca
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band.
Timing
Model band only
Value
$250M+
Book not estimable; portable $200M to $225M
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
Anthony Brookfield Merrill Lynch, Pierce, Fenner & Smith Incorporated, Park City, Ut
wirehouse
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.1 years at the current firm; 3 prior firm moves.
Timing
Model band only
Value
$250M+
Book not estimable; portable $338M to $382M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
B•••••• N••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, S•• J•••• C•
wirehouse
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: joined the current firm 11 months ago.
Timing
Model band only
Value
$250M+
Book not estimable; portable $412M to $468M
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 57 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
D••••••• T•••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, D••••••••• P•
wirehouse
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.2 years at the current firm.
Timing
Model band only
Value
$250M+
Book not estimable; portable $600M to $680M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
K••••• S•••••••• L•• F•••••••• L••, S•• D••••• C•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band on many small effects, none decisive.
Timing
Model band only
Value
$250M+
Book not estimable; portable $524M to $590M
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: a dated reason to call now; a contact route.
T••••• C••••• L•• F•••••••• L••, S•• D••••• C•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.3 years at the current firm.
Timing
Model band only
Value
$250M+
Book not estimable; portable $340M to $382M
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•••• S••••••• C••••••• A•••• M••••••••• I•••, F••••••••• P•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.7 years at the current firm.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $194M to $346M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Unresolved
no contact route found (only unverified leads)
Missing: a contact route; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; a contact route.
M•••••• C•••• C••••••• A••••••••• I•••, L••••••••• K•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band.
Timing
Model band only
Value
$250M+
Team book $1B+; portable $741M to $1.3B (transfer share is a judgment)
Team
No team seen
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 contact route; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; a contact route.
B•••• M••••• L•• F•••••••• L••, A••••••••• G•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 8 prior firm moves; 1.7 years at the current firm.
Timing
Model band only
Value
$250M+
Book not estimable; portable $308M to $346M
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.
G•••••• W••••••••• R•• C•••••• M••••••• L••, N•• Y•••• N•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 1.4 years at the current firm.
Timing
Model band only
Value
$250M+
Book not estimable; portable $2.5B to $3.5B
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
R••••• B•••• L••••• W••••• M••••••••• I•••, M•••••••• V•
independent RIA
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 3 prior firm moves.
Timing
Model band only
Value
$250M+
Team book $250M to $500M; portable $157M to $279M, revenue at most $5M (transfer share is a judgment)
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).
Missing: a contact route; who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; a contact route.
G••• S•••• M••••• S••••••, P••••• C••• B••••• F•
wirehouse
No dated fact on this record clears DFX’s evidence bar. The move model places this advisor in its Elevated band, mainly on conditions measured as going with moving: 4 prior firm moves; 1.3 years at the current firm.
Timing
Model band only
Value
$250M+
Book not estimable; portable $222M to $278M
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.
A•••• A••••• W•••• F•••• A•••••••, I••••••••• I•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $750M to $850M
Team
11 move with them
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.
M•••• W•••••• W•••• F•••• A•••••••, F••• W••••• I•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $750M to $850M
Team
11 move with them
Contact
Unresolved
no contact route found
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
B••••••• H••••• W•••• F•••• A•••••••, I••••••••• I•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $750M to $850M
Team
11 move with them
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.
G••••••• K•••• W•••• F•••• A•••••••, F••• W••••• I•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $750M to $850M
Team
11 move with them
Contact
Unresolved
no contact route found
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
J•••• K••••• L•• F•••••••• L••, S•••• L•••• T•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $1.7B to $1.9B
Team
11 move with them
Contact
Unresolved
no contact route found
Who else to call: 42 related advisors, 30 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.
K•••• M•••• W•••• F•••• A•••••••, F••• W••••• I•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $750M to $850M
Team
11 move with them
Contact
Unresolved
no contact route found
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
E••••• P•••••• W•••• F•••• A•••••••, D••••••• I•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $750M to $850M
Team
11 move with them
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
P••••• C•••••••• W•••• F•••• A•••••••, I••••••••• I•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $750M to $850M
Team
11 move with them
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.
C•••••••• L••••• R•• C•••••• M••••••• L••, A••••••• G•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $1.4B to $2.0B
Team
10 move with them
Contact
Unresolved
no contact route found
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
J•••••••• P••• R•• C•••••• M••••••• L••, A••••••• G•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $1.4B to $2.0B
Team
10 move with them
Contact
Unresolved
no contact route found
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
R•••• M••••• R•• C•••••• M••••••• L••, A••••••••• V•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $850M to $1.2B
Team
10 move with them
Contact
Unresolved
no contact route found
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
S•••• S•••••• R•• C•••••• M••••••• L••, A••••••• G•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $1.4B to $2.0B
Team
10 move with them
Contact
Unresolved
no contact route found
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
K•••• R•••• R••••••••• C•••••• M•••••••••, F•••••• P•••• N•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $1.4B to $2.0B
Team
8 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at rockco.com
Who else to call: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
E••••• M•••• L•• F•••••••• L••, M•••••• C•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $1.4B to $1.6B
Team
8 move with them
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.
R••••• E•••• L•• F•••••••• L••, M•••••• C•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $1.4B to $1.6B
Team
8 move with them
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••••• B••••••••• R••••••••• C•••••• M•••••••••, F•••••• P•••• N•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $1.4B to $2.0B
Team
8 move with them
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.
A••• P•••• L•• F•••••••• L••, M•••••• C•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $1.4B to $1.6B
Team
8 move with them
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••• L•••• R••••••••• C•••••• M•••••••••, F•••••• P•••• N•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $1.4B to $2.0B
Team
8 move with them
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.
R•••••• B•••••••• R••••••••• C•••••• M•••••••••, F•••••• P•••• N•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $1.4B to $2.0B
Team
8 move with them
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.
M•••••• M••••••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, W••••••••• C•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $240M to $270M
Team
7 move with them
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.
M•••• G••••• W•••• F•••• A•••••••, C••••••• I•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $1.4B to $1.5B
Team
7 move with them
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.
K••••• C•••••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, G••••••••• C•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $329M to $370M
Team
7 move with them
Contact
Unresolved
no contact route found
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
J••• P••••• L•••••• M••••• S••••••, P••••••••• F•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $465M to $581M
Team
7 move with them
Contact
Unresolved
no contact route found
Who else to call: 42 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
J••••• L••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, W••••••••• C•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $240M to $270M
Team
7 move with them
Contact
Unresolved
no contact route found
Business ties: On file: 1 investment vehicle. A measure of business ties, not of book size or clients.
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.
J••••• H••••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, G••••••••• C•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $329M to $370M
Team
7 move with them
Contact
Unresolved
no contact route found
Business ties: Some: 1 investment vehicle on file; 1 co-principal(s) who sit on 3+ Connecticut businesses. A measure of business ties, not of book size or clients.
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
C•••• E•••• W•••• F•••• A•••••••, C••••••• I•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $1.4B to $1.5B
Team
7 move with them
Contact
Unresolved
no contact route found
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
W•••••• F•••••• M••••• S••••••, P••••••••• F•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $465M to $581M
Team
7 move with them
Contact
Unresolved
no contact route found
Who else to call: 42 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.

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