Advisors to call now

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

Michael Pritchard LPL Financial LLC, Cypress, Tx
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-15. null went to Rfg Advisory, LLC
  2026-09-15 (11 days 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).
  Matthew Johnson to RFG ADVISORY, LLC
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 5 related advisors, 3 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.
Robert Meredith LPL Financial LLC, The Woodlands, Tx
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-15. null went to Rfg Advisory, LLC
  2026-09-15 (11 days 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).
  Matthew Johnson to RFG ADVISORY, LLC
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 5 related advisors, 3 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.
Christopher Morris LPL Financial LLC, Farmingdale, Ny
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-15. null went to Rfg Advisory, LLC
  2026-09-15 (11 days 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).
  Matthew Johnson to RFG ADVISORY, LLC
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 5 related advisors, 3 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.
M•••••• T••••• L•• F•••••••• L••, B•••••• R••••• N•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-10. null went to C•••
  2026-09-10 (16 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).
  K••••••• T•••••• to C•••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
2 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•••••• M•• L•• F•••••••• L••, B•••••• R••••• N•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-10. null went to C•••
  2026-09-10 (16 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).
  K••••••• T•••••• to C•••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
2 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•••••• P••••• M••••• S••••••, N•• A•••••• O•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-07-30. null went to N•• E••• W•••••
  2026-07-30 (58 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).
  L•••• W•••• to N•• E••• W•••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 5 related advisors (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.
K•••• A•• M••••• S••••••, N•• A•••••• O•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-07-30. null went to N•• E••• W•••••
  2026-07-30 (58 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).
  L•••• W•••• to N•• E••• W•••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a contact route; a contradiction to resolve; a meaningful reason; who works with them (team unresolved).
Before a call: practice size; a contact route.
J•••••• N•••• J••••• W•••• F•••• A•••••••, C••••••••• F•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-07-20. null went to T• P•••••• C••••• W••••• L••
  2026-07-20 (2 months 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).
  V••••••• V•••••••• to T• P•••••• C••••• W••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Unresolved
no contact route found
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.
A••••••• S•••••• W•••• F•••• A•••••••, B•••••••• N•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-07-20. null went to T• P•••••• C••••• W••••• L••
  2026-07-20 (2 months 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).
  V••••••• V•••••••• to T• P•••••• C••••• W••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Unresolved
no contact route found
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.
R••• D••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, C•••••• R••••• F•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-13. null went to E•••••• A••••••• G••••• L••
  2026-07-13 (3 months ago). At M••••••, 13.6% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  B•••• M•••••• to E•••••• A••••••• G••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Direct
verified business email at ml.com (hunter)
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
T•••••• P••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, C••••••••• F•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-13. null went to E•••••• A••••••• G••••• L••
  2026-07-13 (3 months ago). At M••••••, 13.6% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  B•••• M•••••• to E•••••• A••••••• G••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Direct
verified business email at ml.com (hunter); LinkedIn profile
Missing: a usable practice size; who works with them (team unresolved).
Before a call: 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: 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.
B•••••• B••••• T•• L••• W••••• G••••, W••••• G•••••• F•
independent 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
Unresolved
no contact route found (only unverified leads)
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; a contact route.
Before a call: a contact route.
S••••• W•••• L•• F•••••••• L••, P••••••• A•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-11. null went to M••••••
  2026-06-11 (4 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).
  C•••• J•••••• to M••••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
H•• M•• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, I•••••• C•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-08. null went to M••••• S••••••
  2026-06-08 (4 months ago). At M••••••, 13.6% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  K• N••• to M••••• S••••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Direct
verified business email at ml.com (hunter)
Who else to call: 55 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
E••••• P••••••• L•• F•••••••• L••, B•• A••• M•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-04. null went to C•••••
  2026-06-04 (4 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).
  D••••• S••••• to C•••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
2 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•••• B•••••• L•• F•••••••• L••, B•• A••• M•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-04. null went to C•••••
  2026-06-04 (4 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).
  D••••• S••••• to C•••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
2 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••••• M••••• L•• F•••••••• L••, B•• A••• M•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-04. null went to C•••••
  2026-06-04 (4 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).
  D••••• S••••• to C•••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
2 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.
I•• B••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, S•••••••• C•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-12. null went to W•••• F••••
  2026-05-12 (5 months ago). At M••••••, 13.6% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  J•••••• W••• to W•••• F••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Direct
verified business email at ml.com (hunter); LinkedIn profile
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: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
C•••••••• R•••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, L• J••••• C•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-01. null went to J•••••••
  2026-05-01 (5 months ago). At M••••••, 13.6% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  R••••• B•••• to J•••••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Direct
verified business email at ml.com (hunter); LinkedIn profile
Who else to call: 45 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
J••••••• D•••••• C••••• I••••••••• A••••••• L••, W••••••• H••••• C•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-21. null went to A•••• P•••••• W••••• A•••••••
  2026-04-21 (5 months ago). At C•••••, 30.3% with this moved within a year against 5.0% without it (6.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  B•••• W••••• to A•••• P•••••• W••••• A•••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 6 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.
C••• D•••••• C••••• I••••••••• A••••••• L••, W••••••• H••••• C•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-21. null went to A•••• P•••••• W••••• A•••••••
  2026-04-21 (5 months ago). At C•••••, 30.3% with this moved within a year against 5.0% without it (6.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  B•••• W••••• to A•••• P•••••• W••••• A•••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 6 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.
H••••• H•••• C••••• I••••••••• A••••••• L••, F••••••• U•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-21. null went to A•••• P•••••• W••••• A•••••••
  2026-04-21 (5 months ago). At C•••••, 30.3% with this moved within a year against 5.0% without it (6.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  B•••• W••••• to A•••• P•••••• W••••• A•••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 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.
V••••••• B•••••• T••••••• I••••••••• M••••••••• I•••, C••••••• T•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-04-16. null went to J•••••••
  2026-04-16 (5 months 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).
  Y•••••• F•••••• to J•••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Direct
verified business email at thrivent.com (firm_style_estimate)
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
M•••••• K••••••• T••••••• I••••••••• M••••••••• I•••, M••• C••••• W•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-04-16. null went to J•••••••
  2026-04-16 (5 months 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).
  Y•••••• F•••••• to J•••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Direct
verified business email at thrivent.com (firm_style_estimate)
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.
M••••• R•••• E•••••• A••••••• G••••• L••, C••••••• S••••••• C•
brokerage advisory
- the most senior member of this advisor's prior co-move team left the firm on 2026-04-14. null went to T• R••• P•••• A••••••• S•••••••• I•••
  2026-04-14 (6 months 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).
  D•••• S•••••••• to T• R••• P•••• A••••••• S•••••••• I•••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Direct
verified business email at empower.com (apollo); LinkedIn profile
Who else to call: 6 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.
D•••• W•••• E•••••• A••••••• G••••• L••, C••••••• S••••••• C•
brokerage advisory
- the most senior member of this advisor's prior co-move team left the firm on 2026-04-14. null went to T• R••• P•••• A••••••• S•••••••• I•••
  2026-04-14 (6 months 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).
  D•••• S•••••••• to T• R••• P•••• A••••••• S•••••••• I•••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Unresolved
no contact route found
Who else to call: 6 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; who works with them (team unresolved).
Before a call: practice size; a contact route.
R••• K••••• L•• F•••••••• L••, N•••••• B••••• C•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-09-11. null went to C•••••
  2026-09-11 (15 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).
  R••••• M•••••• to C•••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
Z•••••• A••••• L•• F•••••••• L••, N•••••• B••••• C•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-09-11. null went to C•••••
  2026-09-11 (15 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).
  R••••• M•••••• to C•••••
Timing
Strong timing
Value
Not estimable
Book not estimable
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).
Before a call: practice size; a contact route.
M•••• W••••••••• L•• F•••••••• L••, M••••• B••••• S•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-10. null went to R•••••• J••••
  2026-09-10 (16 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).
  D••••• C•••• to R•••••• J••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
B•••• C••••••••• L•• F•••••••• L••, M••••• B••••• S•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-10. null went to R•••••• J••••
  2026-09-10 (16 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).
  D••••• C•••• to R•••••• J••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
M•••••• H••••• L•• F•••••••• L••, S••••••••• 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
2-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
J•••• G•••••••• 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).
- the most senior member of this advisor's prior co-move team left the firm on 2026-04-01. null went to A•••• F•••••••• P•••••••• L••
  2026-04-01 (6 months ago). At I•••••••••, 13.9% with this moved within a year against 5.4% without it (2.6x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  T••• L••••• to A•••• F•••••••• P•••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
1 member left this year, including the most senior; after a first exit 11% of those left followed within a year
Contact
Direct
published business email at cuefinancial.com (firm_website)
Who else to call: 10 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
T•••• C••• 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).
- the most senior member of this advisor's prior co-move team left the firm on 2026-04-01. null went to A•••• F•••••••• P•••••••• L••
  2026-04-01 (6 months ago). At I•••••••••, 13.9% with this moved within a year against 5.4% without it (2.6x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  T••• L••••• to A•••• F•••••••• P•••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
1 member left this year, including the most senior; after a first exit 11% of those left followed within a year
Contact
Direct
published business email at cuefinancial.com (firm_website)
Who else to call: 6 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
D••••• B•••• S•••••••• A••••••• L••, A•••••• U•
brokerage advisory
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-24. null went to M••••••••• ••••
  2026-08-24 (33 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).
  A••• D• L• V••• to M••••••••• ••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
R••••• M•••••• S•••••••• A••••••• L••, B••••••••• U•
brokerage advisory
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-24. null went to M••••••••• ••••
  2026-08-24 (33 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).
  A••• D• L• V••• to M••••••••• ••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
A•••••••• C••• L•• F•••••••• L••, F••••••• 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
2-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
A••• N•••• L•• F•••••••• L••, F••••••• 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
2-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 4 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
R••••• M•••••••• 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).
- a prior co-move teammate left the firm for an independent RIA on 2026-07-09. null went to B••••••••• C•••••• M••••••••• L••
  2026-07-09 (3 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).
  S••••• G•••• to B••••••••• C•••••• M••••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at rncadvice.com (firm_website); LinkedIn profile
Who else to call: 4 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.

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