Advisors to call now

Someone who moved firms with this advisor before has just left.

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

Gurpreet Singh J.P. Morgan Securities LLC, Columbus , Oh
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-05. null went to Osaic
  2026-08-05 (52 days ago). At wirehouses, 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).
  Robert Holman to Osaic
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.
Larry Ware Cetera Investment Advisers LLC, Graham, Nc
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-07-24. null went to Diversified, LLC
  2026-07-24 (2 months ago). At broker-dealer affiliated firms, 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).
  Arron Brisard to DIVERSIFIED, LLC
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.
David Sherline Wells Fargo Advisors, Clinton, Ny
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-07-20. null went to &Partners
  2026-07-20 (2 months ago). At wirehouses, 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).
  Gerard Mehan to &PARTNERS
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 12 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
D•••••• C••••• W•••• F•••• A•••••••, C••••••• N•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-07-20. null went to ••••••••
  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).
  G••••• M•••• to ••••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 11 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
D••••• L•••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, J••••••••• F•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-15. null went to F•••• T•••• S••••••••• I•••
  2026-07-15 (2 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).
  M••••• M••• to F•••• T•••• S••••••••• I•••
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.
R••••• K••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, J••••••••• F•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-15. null went to F•••• T•••• S••••••••• I•••
  2026-07-15 (2 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).
  M••••• M••• to F•••• T•••• S••••••••• I•••
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.
D••••• D•••••••• C••••• I••••••••• A••••••• L••, W••• D•• M•••••• I•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-07-07. null went to O•••••••••
  2026-07-07 (3 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).
  D•••• A••••• to O•••••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
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: practice size; a contact route.
M•••••• S••• C••••• I••••••••• A••••••• L••, E••••••• C•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-07-07. null went to O•••••••••
  2026-07-07 (3 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).
  D•••• A••••• to O•••••••••
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.
J••• D••••••• L•• F•••••••• L••, F••• C••••••• C•
broker-dealer affiliated
- this office went from 43 to 31 registered advisors over the last year, with 15 leaving for other firms (latest 2026-07-01)
  2026-07-01 (3 months ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
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
Unresolved
no contact route found
Who else to call: 32 related advisors, 32 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
S•••• D••••••• L•• F•••••••• L••, F••• C••••••• C•
broker-dealer affiliated
- this office went from 43 to 31 registered advisors over the last year, with 15 leaving for other firms (latest 2026-07-01)
  2026-07-01 (3 months ago). At B•••••••••, 12.5% with this moved within a year against 5.3% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
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
Unresolved
no contact route found
Who else to call: 32 related advisors, 32 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
B•••• S•••••• L•• F•••••••• L••, M•••• G••••• M•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-29. null went to A•••••••••
  2026-06-29 (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).
  C••••• G••••• to A•••••••••
Timing
Strong timing
measured at this firm
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
Unresolved
no contact route found
Who else to call: 3 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; joined the current firm under a year ago.
T•••••• F••••••• L•• F•••••••• L••, M•••• G••••• M•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-29. null went to A•••••••••
  2026-06-29 (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).
  C••••• G••••• to A•••••••••
Timing
Strong timing
measured at this firm
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
Unresolved
no contact route found
Who else to call: 3 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; joined the current firm under a year ago.
T••••• G••••• L•• F•••••••• L••, F•••••• M•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-22. null went to F•••• T•••• S••••••••• I•••
  2026-06-22 (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).
  J•••• M••••••• to F•••• T•••• S••••••••• I•••
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.
H••••• S••••••• N•••••• A•••••••, D•••••• T•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-06-22. null went to S•••••••• A•••••••• L••
  2026-06-22 (3 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).
  E••• B••••• to S•••••••• A•••••••• 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
Unresolved
no contact route found
Who else to call: 7 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.
D•••• T••• N•••••• A•••••••, D•••••• T•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-06-22. null went to S•••••••• A•••••••• L••
  2026-06-22 (3 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).
  E••• B••••• to S•••••••• A•••••••• 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
Unresolved
no contact route found
Who else to call: 9 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.
B•••••• V•••• L•• F•••••••• L••, B••••• C••••• M•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-22. null went to F•••• T•••• S••••••••• I•••
  2026-06-22 (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).
  J•••• M••••••• to F•••• T•••• S••••••••• I•••
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.
K••••• K••• S•••••••• A••••••• L••, B•••••••• C•
brokerage advisory
- the most senior member of this advisor's prior co-move team left the firm on 2026-06-18. null went to R•••••• M••••
  2026-06-18 (3 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).
  N•••••••• S••••• to R•••••• M••••
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.
A••••• S••••• S•••••••• A••••••• L••, H••••••••• C•
brokerage advisory
- the most senior member of this advisor's prior co-move team left the firm on 2026-06-18. null went to R•••••• M••••
  2026-06-18 (3 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).
  N•••••••• S••••• to R•••••• M••••
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.
C•••• P••••• U•• F•••••••• S••••••• I•••, C•••••••• C•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-06-16. null went to S•••••• P••••••• I••••••••• A•••••••• L••
  2026-06-16 (3 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).
  P•••• D•••••• to S•••••• P••••••• I••••••••• A•••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at ubs.com
Before a call: practice size.
D••••• S••••••••• U•• F•••••••• S••••••• I•••, J••••••• N•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-06-16. null went to S•••••• P••••••• I••••••••• A•••••••• L••
  2026-06-16 (3 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).
  P•••• D•••••• to S•••••• P••••••• I••••••••• A•••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at ubs.com
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
R••• C•••• C••••• I••••••••• A••••••• L••, L••••••• M•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-15. null went to L••
  2026-06-15 (3 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).
  M•••••• S•••••••• to L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
1 member left this year; after a first exit 11% of those left followed within a year
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).
Before a call: practice size; a contact route.
T•••••• R••• C••••• I••••••••• A••••••• L••, L••••••• M•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-15. null went to L••
  2026-06-15 (3 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).
  M•••••• S•••••••• to L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
1 member left this year; after a first exit 11% of those left followed within a year
Contact
Unresolved
no contact route found
Who else to call: 3 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.
T••••• M•••• 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-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.
M••• M••• 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-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.
R••• G••• L•• F•••••••• L••, B•••• R••••• L•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-26. null went to O••••
  2026-05-26 (4 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).
  B•••• H•••• to O••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 3 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
M•••••• M••••• L•• F•••••••• L••, B•••• R••••• L•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-26. null went to O••••
  2026-05-26 (4 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).
  B•••• H•••• to O••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 5 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
S•••••• T•••• W•••• F•••• A•••••••, E• S••••••• C•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-04. null went to U••
  2026-05-04 (5 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).
  T••••• W•• to U••
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.
J•••• W••••••• W•••• F•••• A•••••••, F•••••• T•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-04. null went to U••
  2026-05-04 (5 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).
  T••••• W•• to U••
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.
S••• H•••••• J••• M••••• S••••••••• L••, A••••• T•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-04-28. null went to A•••• C•••••• C••••
  2026-04-28 (5 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).
  D•••• D•••• to A•••• C•••••• 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.
E••• H•••••• L•• F•••••••• L••, R•••• N•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-27. null went to P••••••••• S••••••••• C•••••••••
  2026-04-27 (5 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).
  J•••••• L•••• to P••••••••• S••••••••• C•••••••••
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: 6 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.
A•• M•••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, P••••••••• N•
wirehouse
- 3 prior co-move teammates left the firm for another firm, most recently on 2026-04-27. null went to M••••• S••••••
  2026-04-27 (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).
  K•••• L••• to M••••• S••••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 60 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.
K••• W••••• L•• F•••••••• L••, R•••• N•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-27. null went to P••••••••• S••••••••• C•••••••••
  2026-04-27 (5 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).
  J•••••• L•••• to P••••••••• S••••••••• C•••••••••
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: 5 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.
M••• S••• L•• F•••••••• L••, R•••• N•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-27. null went to P••••••••• S••••••••• C•••••••••
  2026-04-27 (5 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).
  J•••••• L•••• to P••••••••• S••••••••• C•••••••••
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: 5 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.
M•••••• A••••• L•• F•••••••• L••, R•••• N•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-27. null went to P••••••••• S••••••••• C•••••••••
  2026-04-27 (5 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).
  J•••••• L•••• to P••••••••• S••••••••• C•••••••••
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: 6 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•••••• G••• L•• F•••••••• L••, S•••••••• F•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-24. null went to M••••••
  2026-04-24 (5 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).
  B••••••• T•••••• to M••••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
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: practice size; a contact route.
S•••••••• D• B•••••••• L•• F•••••••• L••, B••••• S••••••• F•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-24. null went to M••••••
  2026-04-24 (5 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).
  B••••••• T•••••• to M••••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
D•••• R•• L•• E••••••••• L••, C•••••••• R•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-15. null went to W••••• S••••• W••••• A•••••••• L••
  2026-04-15 (5 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).
  A•••• K••• to W••••• S••••• W••••• A•••••••• L••
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.
A••••• K•••• L•• E••••••••• L••, D•••••• M•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-15. null went to W••••• S••••• W••••• A•••••••• L••
  2026-04-15 (5 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).
  A•••• K••• to W••••• S••••• W••••• A•••••••• L••
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.
K•••• P••••• S•••••••• A••••••• L••, M••••••• N•
brokerage advisory
- the most senior member of this advisor's prior co-move team left the firm on 2026-04-14. null went to M••••• S••••••
  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).
  M•••••• V•••• to M••••• S••••••
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.
R••••• P•••• S•••••••• A••••••• L••, E••••••••• N•
brokerage advisory
- the most senior member of this advisor's prior co-move team left the firm on 2026-04-14. null went to M••••• S••••••
  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).
  M•••••• V•••• to M••••• S••••••
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.

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