Advisors to call nowHow this list is builtEvery reason is a filed fact with its date: an office that lost its people, someone who moved firms with this advisor before and has just left, a newly filed adviser they own, an exam just passed. Beside each is how often advisors with the same fact moved within a year, for their own firm where the history is large enough, otherwise their channel.Timing, practice size, team and contact are shown separately and never added up. The order is timing first, then size, then team, then how recent the fact is, then how reachable the advisor is. None of this is a statement that anyone plans to leave.
A dated fact that historically went with moving, on a practice worth the call.
Changes on what you follow · Describe your platform to see fit
- Todd Weiss Summit Financial, LLC, New York, Nybroker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-08. null went to Merit Financial Advisors2026-05-08 (5 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).Diane Taylor to MERIT FINANCIAL ADVISORS
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- 10 move with them
- Contact
- Direct
- published business email at sfr1.com (firm_website); direct line printed for this person; LinkedIn profile
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
- Brian Barthold Summit Financial, LLC, Parsippany, Njbroker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-08. null went to Merit Financial Advisors2026-05-08 (5 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).Diane Taylor to MERIT FINANCIAL ADVISORS
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- 10 move with them
- Contact
- Direct
- published business email at sfr1.com (firm_website); direct line printed for this person
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
- George Rioseco Summit Financial, LLC, White Plains, Nybroker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-08. null went to Merit Financial Advisors2026-05-08 (5 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).Diane Taylor to MERIT FINANCIAL ADVISORS
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- 10 move with them
- Contact
- Direct
- published business email at nwadvisorsinc.com (firm_website); direct line printed for this person; LinkedIn profile
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.
- B•••• N•••• S••••• F••••••••• L••, P••••••••• N•broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-08. null went to M•••• F•••••••• A•••••••2026-05-08 (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).D•••• T••••• to M•••• F•••••••• A•••••••
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- 10 move with them
- Contact
- Direct
- published business email at nolanwealth.com (firm_website); direct line printed for this person; LinkedIn profile
Missing: a usable practice size; the full regulatory record; who works with them (team unresolved).
Before a call: practice size.
- B•••• S•••••• S••••• F••••••••• L••, D••••• B••••• F•broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-08. null went to M•••• F•••••••• A•••••••2026-05-08 (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).D•••• T••••• to M•••• F•••••••• A•••••••
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- 10 move with them
- Contact
- Direct
- published business email at essexwmg.com (firm_website); direct line printed for this person
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
- K•••• K•••••• S••••• F••••••••• L••, P••••••••• N•broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-08. null went to M•••• F•••••••• A•••••••2026-05-08 (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).D•••• T••••• to M•••• F•••••••• A•••••••
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- 10 move with them
- Contact
- Firm level
- firm main line; firm contact form or inbox
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
- J••• D•••• S••••• F••••••••• L••, P••••••••• N•broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-08. null went to M•••• F•••••••• A•••••••2026-05-08 (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).D•••• T••••• to M•••• F•••••••• A•••••••
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- 10 move with them
- Contact
- Firm level
- firm main line; firm contact form or inbox
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
- R••• H•••••• S••••• F••••••••• L••, P••••••••• N•broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-08. null went to M•••• F•••••••• A•••••••2026-05-08 (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).D•••• T••••• to M•••• F•••••••• A•••••••
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- 10 move with them
- Contact
- Firm level
- firm main line; firm contact form or inbox
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
- D•••• P•••• S••••• F••••••••• L••, P••••••••• N•broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-08. null went to M•••• F•••••••• A•••••••2026-05-08 (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).D•••• T••••• to M•••• F•••••••• A•••••••
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- 9 move with them
- Contact
- Direct
- published business email at sfr1.com (firm_website)
Missing: a usable practice size; the full regulatory record; who works with them (team unresolved).
Before a call: practice size.
- W•••• S•••• U•• F•••••••• S••••••• I•••, W••• P••• B••••• F•wirehouse
- this office went from 32 to 23 registered advisors over the last year, with 11 leaving for other firms (latest 2026-09-04)2026-09-04 (22 days ago). At U••, 13.4% with this moved within a year against 5.5% without it (2.5x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- measured at this firm
- Value
- Not estimable
- Book not estimable
- Team
- 8 move with them
- Contact
- Firm level
- catch-all email (domain accepts every address, unverifiable) at ubs.com
Who else to call: 21 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a meaningful reason; who works with them (team unresolved).
Before a call: practice size.
- J••••• B••••••••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, C•••• N•••• N•broker-dealer affiliated
- passed the Series 63 on 2026-07-16 after 8 years in the industry, not as part of a firm licensing class2026-07-16 (2 months ago). At B•••••••••, 12.2% with this moved within a year against 5.3% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD individual feed, exam records (dated exam passes).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- 8 move with them
- Contact
- Unresolved
- no contact route found (only unverified leads)
Who else to call: 8 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.
- S••••• R••• M••••• S••••••, E• S••••••• C•wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-29. null went to W•••• F••••2026-05-29 (4 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).C••••• T••••• to W•••• F••••
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- 8 move with them
- Contact
- Firm level
- inferred email (firm style, deliverability sampled) at morganstanley.com
Who else to call: 40 related advisors (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.
- S•••• D••••• M••••• S••••••, W••••••• H••••• C•wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-29. null went to W•••• F••••2026-05-29 (4 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).C••••• T••••• to W•••• F••••
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- 8 move with them
- Contact
- Unresolved
- no contact route found
Who else to call: 40 related advisors (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.
- N••• F••••• L•• F•••••••• L••, R••••••••• C•broker-dealer affiliated
- this office went from 48 to 34 registered advisors over the last year, with 19 leaving for other firms (latest 2026-09-16)2026-09-16 (10 days 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
- 8-person high-confidence team
- Contact
- Unresolved
- no contact route found
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a contact route; a meaningful reason.
Before a call: practice size; a contact route.
- J••••• V••• W•••• F•••• A•••••••, F••••••• V•••••• C•broker-dealer affiliated
- is M••••••• Partner/C•••• C••••••••• O•••••• of a newly filed adviser, first filed 2026-06-30, where they are not yet registered: P•••••• C•••••• M••••••••• L••2026-06-30 (3 months ago). At B•••••••••, 47.6% with this moved within a year against 5.3% without it (9.0x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- 7 move with them
- Contact
- Professional
- L••••••• profile
Business ties: Some: 2 operating or professional businesses, 1 company board seat on file. A measure of business ties, not of book size or clients.
Who else to call: 3 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••••• Y•••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, O••••••• F•wirehouse
- a prior co-move teammate left the firm for an independent RIA on 2026-04-02. null went to O•• C•••••• M••••••••• L••2026-04-02 (6 months 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).S••• H••••• to O•• C•••••• M••••••••• L••
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- 7 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.
- K•••••• D• B•••••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, G••• B•••••• F•wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-15. null went to H••• S••••••••• •••• I•••2026-04-15 (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).G•••••• P••••• to H••• S••••••••• •••• I•••
- Timing
- Strong timing
- measured at this firm
- Value
- Not estimable
- Book not estimable
- Team
- 6 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.
- C•••••• S•••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, P••••••••• F•wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-15. null went to H••• S••••••••• •••• I•••2026-04-15 (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).G•••••• P••••• to H••• S••••••••• •••• I•••
- Timing
- Strong timing
- measured at this firm
- Value
- Not estimable
- Book not estimable
- Team
- 6 move with them
- Contact
- Direct
- verified business email at ml.com (apollo); LinkedIn profile
Who else to call: 20 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
- G••••••• B••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, D••••• B••••• F•wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-15. null went to H••• S••••••••• •••• I•••2026-04-15 (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).G•••••• P••••• to H••• S••••••••• •••• I•••
- Timing
- Strong timing
- measured at this firm
- Value
- Not estimable
- Book not estimable
- Team
- 6 move with them
- Contact
- Direct
- verified business email at ml.com (hunter)
Who else to call: 40 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
- D•••••• D••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, G••••••• A•wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-15. null went to H••• S••••••••• •••• I•••2026-04-15 (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).G•••••• P••••• to H••• S••••••••• •••• I•••
- Timing
- Strong timing
- measured at this firm
- Value
- Not estimable
- Book not estimable
- Team
- 6 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.
- D••••• N••••• E•••••• F•••••••• P••••••• A•• W••••• M•••••••••, S•• P••••••••• F•independent RIA
- 24% of this office left for other firms in the last six months (latest 2026-08-25)2026-08-25 (32 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
- 5 move with them
- Contact
- Direct
- published business email at elevatefpwm.com (firm_website); direct line printed for this person; LinkedIn profile
Who else to call: 26 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.
- C••••••••• A••••• E•••••• F•••••••• P••••••• A•• W••••• M•••••••••, S•• P••••••••• F•independent RIA
- 24% of this office left for other firms in the last six months (latest 2026-08-25)2026-08-25 (32 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
- 5 move with them
- Contact
- Direct
- published business email at elevatefpwm.com (firm_website); direct line printed for this person; LinkedIn profile
Who else to call: 26 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.
- H••••• M•••• E•••••• F•••••••• P••••••• A•• W••••• M•••••••••, S•• P••••••••• F•independent RIA
- 24% of this office left for other firms in the last six months (latest 2026-08-25)2026-08-25 (32 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
- 5 move with them
- Contact
- Firm level
- firm main line; firm contact form or inbox
Who else to call: 27 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
- C••••• B••••• E•••••• F•••••••• P••••••• A•• W••••• M•••••••••, S•• P••••••••• F•independent RIA
- 24% of this office left for other firms in the last six months (latest 2026-08-25)2026-08-25 (32 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
- 5 move with them
- Contact
- Firm level
- firm main line; firm contact form or inbox
Who else to call: 27 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
- W•••••• O••• E•••••• F•••••••• P••••••• A•• W••••• M•••••••••, S•• P••••••••• F•independent RIA
- 24% of this office left for other firms in the last six months (latest 2026-08-25)2026-08-25 (32 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
- 5 move with them
- Contact
- Firm level
- firm main line; firm contact form or inbox
Who else to call: 27 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size.
Before a call: practice size.
- W•••••• L•••••• E•••••• F•••••••• P••••••• A•• W••••• M•••••••••, S•• P••••••••• F•independent RIA
- 24% of this office left for other firms in the last six months (latest 2026-08-25)2026-08-25 (32 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
- 5 move with them
- Contact
- Firm level
- firm main line; firm contact form or inbox
Who else to call: 3 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.
- S•••••• I•••• L•• F•••••••• L••, V••••••• 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
- 5 move with them
- Contact
- Unresolved
- no contact route found
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
- G••••• E•••• L•• F•••••••• L••, N•••••• 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
- 5 move with them
- Contact
- Unresolved
- no contact route found
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
- E•••••• M•••• C••••••••• F•••••••• N••••••, R••••••••• N•national broker-dealer RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-13. null went to R•••••• J••••2026-08-13 (44 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).S•••• F••••• to R•••••• J••••
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- 5 move with them
- Contact
- Firm level
- catch-all email (domain accepts every address, unverifiable) at commonwealth.com
Who else to call: 11 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a meaningful reason; who works with them (team unresolved).
Before a call: practice size.
- J••• P••••••• C••••••••• F•••••••• N••••••, W••••••• M•national broker-dealer RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-13. null went to R•••••• J••••2026-08-13 (44 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).S•••• F••••• to R•••••• J••••
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- 5 move with them
- Contact
- Firm level
- catch-all email (domain accepts every address, unverifiable) at commonwealth.com
Who else to call: 9 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
- L••••••• G•••••••• C••••••••• F•••••••• N••••••, R••••••••• N•national broker-dealer RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-13. null went to R•••••• J••••2026-08-13 (44 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).S•••• F••••• to R•••••• J••••
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- 5 move with them
- Contact
- Firm level
- catch-all email (domain accepts every address, unverifiable) at commonwealth.com
Who else to call: 11 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a meaningful reason; who works with them (team unresolved).
Before a call: practice size.
- R••••• D••••• C••••••••• F•••••••• N••••••, R••••••••• N•national broker-dealer RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-13. null went to R•••••• J••••2026-08-13 (44 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).S•••• F••••• to R•••••• J••••
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- 5 move with them
- Contact
- Unresolved
- no contact route found
Who else to call: 9 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
- P•••• K•••••• C••••••••• F•••••••• N••••••, R••••••••• N•national broker-dealer RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-13. null went to R•••••• J••••2026-08-13 (44 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).S•••• F••••• to R•••••• J••••
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- 5 move with them
- Contact
- Unresolved
- no contact route found
Who else to call: 11 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a contact route; a meaningful reason; the full regulatory record; who works with them (team unresolved).
Before a call: practice size; a contact route.
- A•••• L••••• L•• F•••••••• L••, B••••••• N•broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-06. null went to J•••••••2026-07-06 (3 months ago). At L••, 8.9% with this moved within a year against 4.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).M••••• W•••• to J•••••••
- Timing
- Strong timing
- measured at this firm
- Value
- Not estimable
- Book not estimable
- Team
- 5 move with them
- Contact
- Unresolved
- no contact route found
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
- B•••••• S••••• L•• F•••••••• L••, A•••• V••••• C•broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-06. null went to J•••••••2026-07-06 (3 months ago). At L••, 8.9% with this moved within a year against 4.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).M••••• W•••• to J•••••••
- Timing
- Strong timing
- measured at this firm
- Value
- Not estimable
- Book not estimable
- Team
- 5 move with them
- Contact
- Unresolved
- no contact route found
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
- J••••• R•••••••• L•• F•••••••• L••, L••••••• N•broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-06. null went to J•••••••2026-07-06 (3 months ago). At L••, 8.9% with this moved within a year against 4.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).M••••• W•••• to J•••••••
- Timing
- Strong timing
- measured at this firm
- Value
- Not estimable
- Book not estimable
- Team
- 5 move with them
- Contact
- Unresolved
- no contact route found
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
- Z•••• L•• L•• F•••••••• L••, S•• F••••••••• C•broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-06. null went to J•••••••2026-07-06 (3 months ago). At L••, 8.9% with this moved within a year against 4.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).M••••• W•••• to J•••••••
- Timing
- Strong timing
- measured at this firm
- Value
- Not estimable
- Book not estimable
- Team
- 5 move with them
- Contact
- Unresolved
- no contact route found
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
- B•••• B•••••• A••••• A•• P••••••• S•••••••, P••••••••• P•broker-dealer affiliated
- 29% of this office left for other firms in the last six months (latest 2026-06-15)2026-06-15 (3 months ago). At B•••••••••, 11.2% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- 5 move with them
- Contact
- Direct
- verified business email at tiaa.org (hunter)
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
- S•••• M••••••• A••••• A•• P••••••• S•••••••, P••••••••• P•broker-dealer affiliated
- 29% of this office left for other firms in the last six months (latest 2026-06-15)2026-06-15 (3 months ago). At B•••••••••, 11.2% with this moved within a year against 5.3% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- 5 move with them
- Contact
- Direct
- verified business email at tiaa.org (hunter); LinkedIn profile
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
- L•• B••••• F•••• P••••••• W•••••• L••, R•••••••• V•independent RIA
- 20% of this office left for other firms in the last six months (latest 2026-04-20)2026-04-20 (5 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- Not estimable
- Book not estimable
- Team
- 5 move with them
- Contact
- Direct
- verified business email at focuspartners.com (firm_style_estimate)
Who else to call: 7 related advisors, 2 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.
The advisor names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.