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

Dean Miller Morgan Stanley, Reno, Nv
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-04-08. null went to RBC
  2026-04-08 (6 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).
  Philippe Crane to RBC
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
inferred email (firm style, deliverability sampled) at morganstanley.com
Who else to call: 42 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
Alexander Field Morgan Stanley, Tulsa, Ok
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-04-08. null went to RBC
  2026-04-08 (6 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).
  Philippe Crane to RBC
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.
Alanna Cuizon-Jittayasotorn Wells Fargo Advisors, Carmel, Ca
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-04-08. null went to Raymond James
  2026-04-08 (6 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).
  Tyler Donaldson Cremer to Raymond James
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.
P••••• M•••• W•••• F•••• A•••••••, S•• J•••• C•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-04-08. null went to R•••••• J••••
  2026-04-08 (6 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•••• D•••••••• C••••• to R•••••• J••••
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 (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
E•••• S•••••• J••• M••••• S••••••••• L••, M•••• P•••• C•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-04-07. null went to C••••••• P•••••••
  2026-04-07 (6 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••••••• L•• to C••••••• P•••••••
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.
H•••• A•••• C•••••• S••••• • C••• I•••, P••••••••• P•
brokerage advisory
- the most senior member of this advisor's prior co-move team left the firm on 2026-09-19. null went to F••••• I•••••••••
  2026-09-19 (7 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).
  V•••••• A••••••••• to F••••• I•••••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
L••••• P••••• M••••• S••••••, C••••••••• N•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-09-18. null went to W•••• F••••
  2026-09-18 (8 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).
  M•••••• M•••• to W•••• F••••
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, 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.
P••••••• W•••••• M••••• S••••••, C••••••••• N•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-09-18. null went to W•••• F••••
  2026-09-18 (8 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).
  M•••••• M•••• to W•••• F••••
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••••• G••• L•• F•••••••• L••, M••••••• N•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-16. null went to C••••••••
  2026-09-16 (10 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).
  S•••• K••• to C••••••••
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: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
D•••• H••• L•• F•••••••• L••, B••• R••••• F•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-09-14. null went to E•••••• A••••••• G••••• L••
  2026-09-14 (12 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).
  S•• L•••••• to E•••••• A••••••• G••••• L••
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.
B••••• K••••••• J••• M••••• S••••••••• L••, M••••••••• W•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-09-13. null went to M••••• S••••••
  2026-09-13 (13 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).
  M•••••• A•••••• to M••••• S••••••
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 jpmorgan.com
Who else to call: 29 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
B•••• S••••••• W•••• F•••• A•••••••, S••••••• W•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-09-11. null went to ••••••••
  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).
  T••••• F•••• to ••••••••
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, 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.
D••••• R•••• M••••• S••••••, W••••• 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 U••
  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).
  M•••• F••••• V••••••• to U••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
inferred email (firm style, deliverability sampled) at morganstanley.com
Before a call: practice size.
O••• F•• J••• M••••• S••••••••• L••, N•• Y•••• N•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-09-07. null went to U••
  2026-09-07 (19 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••••• Z•••• to U••
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 jpmorgan.com
Before a call: practice size.
K•••• C•••• T•• A•••••••• I•••, S•••••• N•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-09-04. null went to P••• A••••• S••••••••• L••
  2026-09-04 (22 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••• G•••••• to P••• A••••• S••••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm main line; firm contact form or inbox
Business ties: Some: 1 operating or professional business on file. A measure of business ties, not of book size or clients.
Missing: a usable practice size; the current role; who works with them (team unresolved).
Before a call: practice size.
L••• H•••• R•• C•••••• M••••••• L••, S•• F••••••••• C•
national broker-dealer RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-09-04. null went to S••••• P•••••• W•••••
  2026-09-04 (22 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).
  B•••••• S••••• to S••••• P•••••• W•••••
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••• S••••• L•• F•••••••• L••, F••• M•••• S•
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
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
D•••• I••••• L•• F•••••••• L••, S•• D••••• C•
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
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
M•••••• S•••••• A••••••••• F•••••••• S•••••••• L••, S•• D••••• C•
national broker-dealer RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-31. null went to W•••• F••••
  2026-08-31 (26 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).
  J•• S••••••• to W•••• F••••
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.
T••••• T•••••• W•••• F•••• A•••••••, L••• B••••• C•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-31. null went to B••• C••• F•••••••• A•••••••• L••
  2026-08-31 (26 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).
  B•••• S•••••••• to B••• C••• F•••••••• A•••••••• L••
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.
K•••• B••• C••••• U•••• I••••••••• S•••••••, T•••• N•
bank affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-26. null went to W•••• F••••
  2026-08-26 (31 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).
  B•••• R••••••••• to W•••• F••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: practice size.
M•••••• G••• O•••• W•••••• I•••, O••••••• T••••••• I•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-26. null went to W•••••• S••••••••• I•••
  2026-08-26 (31 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•••• M•••••••• to W•••••• S••••••••• I•••
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.
D••••• M••••• E•••••••• A•••••••• L••, N•• Y•••• N•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-25. null went to L••
  2026-08-25 (32 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).
  D••••• V••• to L••
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.
L••••• B•••••• R•• C•••••• M••••••• L••, B••• R••••• F•
national broker-dealer RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-21. null went to R•••••• J••••
  2026-08-21 (36 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).
  K•••• R•••• to R•••••• J••••
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.
H•••••• O••••••••• M••••• S••••••, S••••• U•
wirehouse
- a prior co-move teammate left the firm for an independent RIA on 2026-08-21. null went to C•••••• W•••••• L••
  2026-08-21 (36 days ago). At W••••••••, 10.7% with this moved within a year against 5.2% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  C••• C•••••• to C•••••• W•••••• 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.
M•••• G••••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, D•••••• T•
wirehouse
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-08-20. null went to A••••• A•• P••••••• S•••••••
  2026-08-20 (37 days 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).
  E•••••• E•••••••• to A••••• A•• P••••••• S•••••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at ml.com (apollo)
Business ties: Some: 1 nonprofit or civic board/officer role on file. A measure of business ties, not of book size or clients.
Who else to call: 5 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; the current role; who works with them (team unresolved).
Before a call: practice size.
A••• B••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, D•••••• T•
wirehouse
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-08-20. null went to A••••• A•• P••••••• S•••••••
  2026-08-20 (37 days 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).
  E•••••• E•••••••• to A••••• A•• P••••••• S•••••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
L••••••• profile
Who else to call: 57 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; the current role.
Before a call: practice size.
R••••• G•••••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, L••••••••• C•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-19. null went to R••
  2026-08-19 (38 days 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).
  A•••••• C•••••••• to R••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at ml.com (hunter)
Before a call: practice size.
J•••••• B••• C•••••••• I••••••••• R••••••• A•••••••• I•••, S••••••••• A•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-18. null went to B•••••••• C•••••• P•••••••• L••
  2026-08-18 (39 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••• O••••••••• to B•••••••• C•••••• P•••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
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.
K•• M•••••• M••••••, M••••••••• O•
independent RIA
- 33% of this office left for other firms in the last six months (latest 2026-08-18)
  2026-08-18 (39 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).
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-09. null went to F••••••• F•••••••• S••••••••• L••
  2026-06-09 (4 months ago). At I•••••••••, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  E••• A•••• to F••••••• F•••••••• S••••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 16 related advisors, 12 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••••• G•••••• L•• F•••••••• L••, S•• D••••• 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
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at lpl.com
Business ties: Some: 1 operating or professional business on file. A measure of business ties, not of book size or clients.
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; the current role; who works with them (team unresolved).
Before a call: practice size.
A••••• H•••••••• L•• F•••••••• L••, C••••••• T•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-17. null went to M••••••
  2026-08-17 (40 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).
  S••••• W••••••••• 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.
S••••• D•••••• L•• F•••••••• L••, F••• M•••• S•
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
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•••••• G••••••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, G•••• R•••••• M•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-17. null went to F•••• T•••• S••••••••• I•••
  2026-08-17 (40 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).
  R••••• S••• to F•••• T•••• S••••••••• I•••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 48 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
J•••• G•••• R••• N•••• C•••••• I••••••••• A•••••••, B••••••••• M•
independent RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-14. null went to F••••••••• I••••••••• A••••••• L••
  2026-08-14 (43 days 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).
  B•••••• B••••• to F••••••••• I••••••••• A••••••• L••
- 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
No team seen
Contact
Direct
published business email at rncadvice.com (firm_website); LinkedIn profile
Who else to call: 6 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; joined the current firm under a year ago.
A••••• E•••••••• U•• F•••••••• S••••••• I•••, N•• Y•••• N•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-13. null went to S••••• W••••• A•••••••• I•••
  2026-08-13 (44 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••• P••• S•••• to S••••• W••••• A•••••••• I•••
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.
W•••••• B••• W••••• E••••••••• A••••••• S•••••••• L••, I•••••• I•
independent RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-12. null went to T••••• E••• W••••• A•••••••• L••
  2026-08-12 (45 days 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).
  M•••••• F•••••• to T••••• E••• W••••• A•••••••• L••
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, 5 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••••• R••••••• A••••••••• F•••••••• S•••••••• L••, H••••••• T•
national broker-dealer RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-11. null went to L••
  2026-08-11 (46 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).
  B••••••• Y•••••• to 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.
R•••• B•••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, A•••••• T•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-06. null went to W•••• F••••
  2026-08-06 (51 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).
  F•••• E•••••• to W•••• F••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at ml.com (hunter); LinkedIn profile
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
T•• G••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, A•••••• T•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-06. null went to W•••• F••••
  2026-08-06 (51 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).
  F•••• E•••••• to W•••• F••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at ml.com (hunter); LinkedIn profile
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.

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