Advisors to call now

Anything dated in the last 90 days, measured or not.

Changes on what you follow · Describe your platform to see fit

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

David Perry Strategic Advisers LLC, Midlothian, Va
brokerage advisory
- 20% of this office left for other firms in the last six months (latest 2026-08-11)
  2026-08-11 (46 days ago). At BROKERAGE_ADVISORY, 12.1% with this moved within a year against 4.5% without it (2.7x, 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
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.
Michael Kuhn Northwestern Mutual Investment Services,LLC, Englewood, Co
no RAUM reported
- 25% of this office left for other firms in the last six months (latest 2026-08-06)
  2026-08-06 (51 days ago). Across all advisors, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2-person named team
Contact
Direct
published business email at nm.com (adapter:northwestern_mutual)
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
Kirk Bippus Northwestern Mutual Investment Services,LLC, Englewood, Co
no RAUM reported
- 25% of this office left for other firms in the last six months (latest 2026-08-06)
  2026-08-06 (51 days ago). Across all advisors, 10.7% with this moved within a year against 4.9% without it (2.2x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2-person named team
Contact
Direct
published business email at nm.com (adapter:northwestern_mutual); LinkedIn profile
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
K•••• M••• P•••••• A•••••• G••••• L••, M••••••••• N•
broker-dealer affiliated
- is P•••••••• of a newly filed adviser, first filed 2026-08-06, where they are not yet registered: W•••• H••• F•••••••• I••
  2026-08-06 (51 days 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
2-person high-confidence team
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route; joined the current firm under a year ago.
K•••• M••• P•••••• A•••••• G••••• L••, M••••••••• N•
broker-dealer affiliated
- owns 75% or more of a newly filed adviser, first filed 2026-08-06, where they are not yet registered: W•••• H••• F•••••••• I••
  2026-08-06 (51 days 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
2-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 13 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route; joined the current firm under a year ago.
G••••••• S•••• J••• M••••• S••••••••• L••, C••••••• • O•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-05. null went to O••••
  2026-08-05 (52 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••••• H••••• 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.
C••• W••••• O•••••••••, B••••••••• M•
institutional manager
- 20% of this office left for other firms in the last six months (latest 2026-08-05)
  2026-08-05 (52 days ago). At A••, 10.7% with this moved within a year against 4.9% without it (2.2x, 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
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.
L•••• W••• C••••• I••••••••• A••••••• L••, G•••••• N•
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 D••••••••• L••
  2026-07-24 (2 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).
  A•••• B•••••• to D••••••••• L••
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.
C••••••• S•••• C•••••• S••••• • C••• I•••, S••••••••• T•
brokerage advisory
- this office went from 12 to 8 registered advisors over the last year, with 4 leaving for other firms (latest 2026-07-23)
  2026-07-23 (2 months ago). At B•••••••••, 23.0% with this moved within a year against 4.5% without it (5.2x, 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
Unresolved
no contact route found
Before a call: practice size; a contact route.
D•••• S••••••• 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: 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.
L• X• S•••••••• A••••••• L••, S••••••••• C•
brokerage advisory
- 23% of this office left for other firms in the last six months (latest 2026-07-11)
  2026-07-11 (3 months ago). At B•••••••••, 12.1% with this moved within a year against 4.5% without it (2.7x, 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
Unresolved
no contact route found
Before a call: practice size; a contact route.
I••••• R•••••• S•••••• P••••••• I••••••••• A•••••••• L••, N•• Y•••• N•
broker-dealer affiliated
- 30% of this office left for other firms in the last six months (latest 2026-07-10)
  2026-07-10 (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
2-person high-confidence team
Contact
Firm level
firm contact form or inbox
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
T••••• B••• S•••••• P••••••• I••••••••• A•••••••• L••, N•• Y•••• N•
broker-dealer affiliated
- 30% of this office left for other firms in the last six months (latest 2026-07-10)
  2026-07-10 (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
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size.
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•••• F•••••• 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
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.
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.
D••••• M••••• 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
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.
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.
J•••• B•••••• B••••••• F• E•••••• • C••••••• I•••••••••, D••••••• I•
broker-dealer affiliated
- 33% of this office left for other firms in the last six months (latest 2026-06-30)
  2026-06-30 (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
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.
T••• B•••••• B••••••• F• E•••••• • C••••••• I•••••••••, D••••••• I•
broker-dealer affiliated
- 33% of this office left for other firms in the last six months (latest 2026-06-30)
  2026-06-30 (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
2-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
A•• R•••••• J••••• M••••••••• S•••• L••, F•• L••••••••• F•
broker-dealer affiliated
- this office went from 10 to 7 registered advisors over the last year, with 3 leaving for other firms (latest 2026-06-29)
  2026-06-29 (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
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.
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.
W•••••• S••••• J••••• M••••••••• S•••• L••, F•• L••••••••• F•
broker-dealer affiliated
- this office went from 10 to 7 registered advisors over the last year, with 3 leaving for other firms (latest 2026-06-29)
  2026-06-29 (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
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.
A••••• S••••• N••••••••• M••••• I••••••••• S•••••••••, M••••••••• W•
no RAUM reported
- this office went from 8 to 6 registered advisors over the last year, with 2 leaving for other firms (latest 2026-06-26)
  2026-06-26 (3 months ago). At A••, 13.7% with this moved within a year against 4.9% without it (2.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2-person named team
Contact
Direct
published business email at nm.com (adapter:northwestern_mutual)
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
T•••• C••• O••••••••• S••••••••• I•••, H•••••• A•
broker-dealer affiliated
- 33% of this office left for other firms in the last six months (latest 2026-06-26)
  2026-06-26 (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
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.
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.
R•••• S••••• W•••••• B•••• • C•••••• L•••••, C••••••• I•
broker-dealer affiliated
- passed the Series 63 on 2026-02-07 after 32 years in the industry, not as part of a firm licensing class
  2026-02-07 (8 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
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; joined the current firm under a year ago.
N••••• T•••••• U•• F•••••••• S••••••• I•••, W••••••• M•
wirehouse
- this office went from 38 to 28 registered advisors over the last year, with 13 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 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
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at ubs.com
Who else to call: 14 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
T••••••• B••••••• U•• F•••••••• S••••••• I•••, W••••••• M•
wirehouse
- this office went from 38 to 28 registered advisors over the last year, with 13 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 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
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at ubs.com
Who else to call: 21 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
K••• D••••••• M•• I•••••••• S•••••••• L••, M••••••• W•
broker-dealer affiliated
- this office went from 13 to 8 registered advisors over the last year, with 7 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 days ago). At M••••••••• ••••, 16.3% with this moved within a year against 5.7% without it (2.9x, 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
Firm level
provider email, not verified at the firm's domain
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
D•••• W••• U•• F•••••••• S••••••• I•••, W••••••• M•
wirehouse
- this office went from 38 to 28 registered advisors over the last year, with 13 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 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
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at ubs.com
Who else to call: 21 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J•••• A•••• U•• F•••••••• S••••••• I•••, W••••••• M•
wirehouse
- this office went from 38 to 28 registered advisors over the last year, with 13 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 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
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at ubs.com
Who else to call: 21 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
M•••• K•••••• M•• I•••••••• S•••••••• L••, M••••••• W•
broker-dealer affiliated
- this office went from 13 to 8 registered advisors over the last year, with 7 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 days ago). At M••••••••• ••••, 16.3% with this moved within a year against 5.7% without it (2.9x, 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
Firm level
provider email, not verified at the firm's domain
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
C•••• Q•••••• U•• F•••••••• S••••••• I•••, W••••••• M•
wirehouse
- this office went from 38 to 28 registered advisors over the last year, with 13 leaving for other firms (latest 2026-09-22)
  2026-09-22 (4 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
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at ubs.com
Before a call: practice size.

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