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.
Anything dated in the last 90 days, measured or not.
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- Robert Dornan Commonwealth Financial Network, Rochester, Nynational 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 Raymond James2026-08-13 (44 days ago). Across all advisors, 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).Sarah Fuller to Raymond James
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- 5 move with them
- Contact
- Unresolved
- no contact route found
Who else to call: 9 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.
- Peter Knittle Commonwealth Financial Network, Rochester, Nynational 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 Raymond James2026-08-13 (44 days ago). Across all advisors, 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).Sarah Fuller to Raymond James
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- 5 move with them
- Contact
- Unresolved
- no contact route found
Who else to call: 11 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; a meaningful reason; the full regulatory record; who works with them (team unresolved).
Before a call: practice size; a contact route.
- Asena Landry LPL Financial LLC, Bedford, Nhbroker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-06. null went to Jpmorgan2026-07-06 (3 months ago). At LPL, 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).Montel White to JPMorgan
- 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
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
- 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
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
- 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: 1 related advisor (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: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
- 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: 3 related advisors, 3 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: 3 related advisors, 3 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, 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.
- 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: 1 related advisor (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 class2026-07-22 (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
Who else to call: 8 related advisors (teammates, former teammates, office peers and business partners).
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
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: 1 related advisor (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.
- H••••• S••••• L•• F•••••••• L••, D•••••• 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
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
- C•••• L•••• 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: 1 related advisor (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.
- R••••• L•••••• L•• F•••••••• L••, A••••••• 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
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
- M•••••• S•••••• R•• A•••••••• L••, P••••••••• N•independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-30)2026-06-30 (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).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- 5-person high-confidence team
- Contact
- Direct
- published business email at sixpointfp.com (firm_website); direct line printed for this person
Who else to call: 7 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.
Before a call: practice size.
- J••••• P••••••••• R•• A•••••••• L••, P••••••••• N•independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-30)2026-06-30 (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).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- 5-person high-confidence team
- Contact
- Direct
- published business email at sixpointfp.com (firm_website); direct line printed for this person
Who else to call: 7 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.
Before a call: practice size.
- D•••• P•••••• R•• A•••••••• L••, P••••••••• N•independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-06-30)2026-06-30 (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).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- 5-person high-confidence team
- Contact
- Direct
- published business email at sixpointfp.com (firm_website)
Who else to call: 7 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.
Before a call: practice size.
- C••• L•• L•• F•••••••• L••, D•••••••• W•broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-26. null went to E•••••• A••••••• G••••• L••2026-06-26 (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••• H•• to E•••••• A••••••• G••••• 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: 8 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
- S••••• B••••••••• L•• F•••••••• L••, J••••••••• F•broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-26. null went to E•••••• A••••••• G••••• L••2026-06-26 (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••• H•• to E•••••• A••••••• G••••• 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
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
- S•••• F••••••••• L•• F•••••••• L••, S••• L••• C•••• U•broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-26. null went to E•••••• A••••••• G••••• L••2026-06-26 (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••• H•• to E•••••• A••••••• G••••• 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: 12 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
- C•••••• R••••••••• L•• F•••••••• L••, C••••••••• O•broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-26. null went to E•••••• A••••••• G••••• L••2026-06-26 (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••• H•• to E•••••• A••••••• G••••• 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
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
- M•••••• D••••• M••••• S••••••, L••••••••• L•wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-09-11. null went to V•••••• F••••••••2026-09-11 (15 days ago). At W••••••••, 10.7% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).K•••• C••• to V•••••• F••••••••
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- 3 move with them
- Contact
- Unresolved
- no contact route found
Who else to call: 22 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; who works with them (team unresolved).
Before a call: practice size; a contact route.
- J•••••• W•••• M••••• S••••••, L••••••••• L•wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-09-11. null went to V•••••• F••••••••2026-09-11 (15 days ago). At W••••••••, 10.7% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).K•••• C••• to V•••••• F••••••••
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- 3 move with them
- Contact
- Unresolved
- no contact route found
Who else to call: 22 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; who works with them (team unresolved).
Before a call: practice size; a contact route.
- L••• F•••••• L•••• M••••• S••••••, L••••••••• L•wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-09-11. null went to V•••••• F••••••••2026-09-11 (15 days ago). At W••••••••, 10.7% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).K•••• C••• to V•••••• F••••••••
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- 3 move with them
- Contact
- Unresolved
- no contact route found
Business ties: Some: 1 real-estate entity on file. A measure of business ties, not of book size or clients.
Who else to call: 22 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.
Before a call: practice size; a contact route.
- N•••••• M•••••• M••••• S••••••, L••••••••• L•wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-09-11. null went to V•••••• F••••••••2026-09-11 (15 days ago). At W••••••••, 10.7% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).K•••• C••• to V•••••• F••••••••
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- 3 move with them
- Contact
- Unresolved
- no contact route found
Who else to call: 22 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; who works with them (team unresolved).
Before a call: practice size; a contact route.
- B•••• B•••••• J••• M••••• S••••••••• L••, L• C•••••• C•wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-09-09. null went to W•••• F••••2026-09-09 (17 days ago). At W••••••••, 10.7% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).J•••• E•••••• to W•••• F••••
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- 3 move with them
- Contact
- Firm level
- catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
- J••• M••••• J••• M••••• S••••••••• L••, L••••••• C•wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-09-09. null went to W•••• F••••2026-09-09 (17 days ago). At W••••••••, 10.7% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).J•••• E•••••• to W•••• F••••
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- 3 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.
- Q••••••• L•• J••• M••••• S••••••••• L••, L• H••••• C•wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-09-09. null went to W•••• F••••2026-09-09 (17 days ago). At W••••••••, 10.7% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).J•••• E•••••• to W•••• F••••
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- 3 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.
- T•••••• R•••••• J••• M••••• S••••••••• L••, P•••••••• C•wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-09-09. null went to W•••• F••••2026-09-09 (17 days ago). At W••••••••, 10.7% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).J•••• E•••••• to W•••• F••••
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- 3 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.
- S•••• B•••••• P•• A•••••••, P••••••• A•independent RIA
- this office went from 30 to 21 registered advisors over the last year, with 10 leaving for other firms (latest 2026-08-26)2026-08-26 (31 days 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
- 3 move with them
- Contact
- Professional
- professional profile page
Missing: a usable practice size; the current role; who works with them (team unresolved).
Before a call: practice size.
- D••••• K••••• P•• A•••••••, P••••••• A•independent RIA
- this office went from 30 to 21 registered advisors over the last year, with 10 leaving for other firms (latest 2026-08-26)2026-08-26 (31 days 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
- 3 move with them
- Contact
- Professional
- professional profile page
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
- G•••••• L••••••• P•• A•••••••, P••••••• A•independent RIA
- this office went from 30 to 21 registered advisors over the last year, with 10 leaving for other firms (latest 2026-08-26)2026-08-26 (31 days 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
- 3 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.
- T•••••• S•••••• O•••••••• F•••••••• S••••••• L••, B••••••••• A•independent RIA
- owns 50% to 75% of a newly filed adviser, first filed 2026-08-24, where they are not yet registered: S••••••••• C•••••• L••2026-08-24 (33 days ago). At I•••••••••, 15.2% with this moved within a year against 5.4% without it (2.8x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- 3 move with them
- Contact
- Direct
- published business email at strategencecapital.com (firm_website); 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: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
- J••••• B••••• C••••••• P•••••• W•••••, P••••••••• P•bank affiliated
- this office went from 9 to 6 registered advisors over the last year, with 4 leaving for other firms (latest 2026-08-20)2026-08-20 (37 days ago). At B•••••••••, 15.9% with this moved within a year against 7.5% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- 3 move with them
- Contact
- Professional
- L••••••• profile; catch-all email at citizensbank.com, not verified
Business ties: Some: 1 nonprofit or civic board/officer role on file. A measure of business ties, not of book size or clients.
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
- R••• P••••• R••• N•••• C•••••• I••••••••• A•••••••, B••••••••• M•independent RIA
- 36% of this office left for other firms in the last six months (latest 2026-08-14)2026-08-14 (43 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
- 3 move with them
- Contact
- Direct
- published business email at risenorthcapital.com (firm_website); LinkedIn profile
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
- C•••••••• R•• R••• N•••• C•••••• I••••••••• A•••••••, B••••••••• M•independent RIA
- 36% of this office left for other firms in the last six months (latest 2026-08-14)2026-08-14 (43 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
- 3 move with them
- Contact
- Direct
- published business email at rncadvice.com (firm_website); LinkedIn profile
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
- J•••• C•••••• R••• N•••• C•••••• I••••••••• A•••••••, B••••••••• M•independent RIA
- 36% of this office left for other firms in the last six months (latest 2026-08-14)2026-08-14 (43 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
- 3 move with them
- Contact
- Professional
- L••••••• profile; professional profile page
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
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