DFX Intelligence

RIA Intelligence

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Advisors to call now

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

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Size:$250M+$100M+$25M+Contact:DirectProfessionalFirm levelCall-ready only
  1. Scott Penrod J.P. Morgan Securities LLC, Jacksonville, Fl
    wirehouse
    • the most senior member of this advisor's prior co-move team left the firm on 2026-08-06. null went to Accurate Wealth Management, LLC
      2026-08-06 (51 days ago). At wirehouses, 10.7% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
      John David Hill to ACCURATE WEALTH MANAGEMENT, LLC
    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.

  2. Karen Scotti J.P. Morgan Securities LLC, Boston, Ma
    wirehouse
    • the most senior member of this advisor's prior co-move team left the firm on 2026-08-05. null went to Osaic
      2026-08-05 (52 days ago). At wirehouses, 10.7% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
      Robert Holman to Osaic
    Timing
    Strong timing
    Value
    Not estimable
    Book not estimable
    Team
    No team seen
    Contact
    Unresolved
    no contact route found

    Before a call: practice size; a contact route.

  3. Adam Griggs Summit Global Investments, LLC, Bountiful, Ut
    mixed wealth
    • the most senior member of this advisor's prior co-move team left the firm on 2026-08-03. null went to Your Ia, LLC
      2026-08-03 (54 days ago). Across all advisors, 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).
      Joshua Ekola to YOUR IA, LLC
    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.

  4. D•••••• R••••••••• L•• F•••••••• L••, H••••••••• N•
    broker-dealer affiliated
    • 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-31. null went to P•• W••••• M•••••••••
      2026-07-31 (57 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).
      J•••••• L••••• to P•• W••••• 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.

  5. M•••••• P••••• M••••• S••••••, C•••••••• O•
    wirehouse
    • the most senior member of this advisor's prior co-move team left the firm on 2026-07-30. null went to N•• E••• W•••••
      2026-07-30 (58 days ago). At W••••••••, 10.7% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
      L•••• W•••• to N•• E••• W•••••
    Timing
    Strong timing
    Value
    Not estimable
    Book not estimable
    Team
    No team seen
    Contact
    Direct
    verified business email at morganstanley.com (hunter)

    Who else to call: 8 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).

    Before a call: practice size.

  6. P•••••• S•••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, T••• R••••• N•
    wirehouse
    • 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-30. null went to J•••••••
      2026-07-30 (58 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).
      R••••• G••••••• to J•••••••
    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: 20 related advisors (teammates, former teammates, office peers and business partners).

    Missing: a usable practice size; a contact route.

    Before a call: practice size; a contact route.

  7. B•••• M••••• J••• M••••• S••••••••• L••, N•• Y•••• N•
    wirehouse
    • the most senior member of this advisor's prior co-move team left the firm on 2026-07-28. null went to O•••• C•••••• M••••••••• L••
      2026-07-28 (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).
      T•••••• O••••• to O•••• C•••••• M••••••••• L••
    Timing
    Strong timing
    Value
    Not estimable
    Book not estimable
    Team
    No team seen
    Contact
    Firm level
    catch-all email (domain accepts every address, unverifiable) at jpmorgan.com

    Before a call: practice size.

  8. R•••••• G•••••••• J••• M••••• S••••••••• L••, G•••••••• A•
    wirehouse
    • the most senior member of this advisor's prior co-move team left the firm on 2026-07-27. null went to W•••• F••••
      2026-07-27 (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).
      L•••• 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.

  9. J•••••• B••••• F••••• I•••••••••, L••• B••••• I•
    independent RIA
    • the most senior member of this advisor's prior co-move team left the firm on 2026-07-22. null went to S•••••••• A••••••• L••
      2026-07-22 (2 months ago). At I•••••••••, 13.9% with this moved within a year against 5.4% without it (2.6x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
      K•••• W••••• to S•••••••• A••••••• L••
    Timing
    Strong timing
    Value
    Not estimable
    Book not estimable
    Team
    No team seen
    Contact
    Direct
    verified business email at fi.com (apollo); LinkedIn profile

    Before a call: practice size.

  10. M••••••• C•••• U•• F•••••••• S••••••• I•••, S•• F••••••••• C•
    wirehouse
    • the most senior member of this advisor's prior co-move team left the firm on 2026-07-20. null went to J•••••••
      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).
      E••••• L••• to J•••••••
    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.

  11. S•••• W•••••• W•••• F•••• A•••••••, N•• Y•••• N•
    wirehouse
    • the most senior member of this advisor's prior co-move team left the firm on 2026-07-20. null went to T• P•••••• C••••• W••••• L••
      2026-07-20 (2 months ago). At W••••••••, 10.7% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
      V••••••• V•••••••• to T• P•••••• C••••• W••••• L••
    Timing
    Strong timing
    Value
    Not estimable
    Book not estimable
    Team
    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.

  12. J••• S•••••• M•••• C••••••• A••••••• S••••••, P••• B•••• G••••••• F•
    broker-dealer affiliated
    • the most senior member of this advisor's prior co-move team left the firm on 2026-07-17. null went to C••••• F••••••••
      2026-07-17 (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).
      S•••••• S••••• to C••••• F••••••••
    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: 6 related advisors (teammates, former teammates, office peers and business partners).

    Before a call: practice size.

  13. B•••• P••• A••••••• S••••••• N••••••, A••••••• G•
    independent RIA
    • the most senior member of this advisor's prior co-move team left the firm on 2026-07-16. null went to O••• R•••••• F•••••••• G••••
      2026-07-16 (2 months ago). At I•••••••••, 13.9% with this moved within a year against 5.4% without it (2.6x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
      A•••••••• M••••••• to O••• R•••••• F•••••••• G••••
    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, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).

    Before a call: practice size.

  14. S•••••• A••••••• L•• F•••••••• L••, A••••••• C•
    broker-dealer affiliated
    • 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-16. null went to W••• W••••• G••••• L••
      2026-07-16 (2 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).
      E••• M••••• to W••• W••••• 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.

  15. J•••• W••••••• 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
    No team seen
    Contact
    Unresolved
    no contact route found

    Before a call: practice size; a contact route.

  16. T••••• Z••••• 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
    No team seen
    Contact
    Unresolved
    no contact route found

    Before a call: practice size; a contact route.

  17. D•••• A•••••• C•••••••• G••••• M•••••• I•••, M••••• F•
    bank affiliated
    • the most senior member of this advisor's prior co-move team left the firm on 2026-07-13. null went to A•••••••••
      2026-07-13 (3 months ago). At A••, 11.3% with this moved within a year against 4.9% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
      J•••• S•••• to A•••••••••
    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.

  18. L•••• M•••••• C•••••••• G••••• M•••••• I•••, J••••••••• F•
    bank affiliated
    • the most senior member of this advisor's prior co-move team left the firm on 2026-07-13. null went to A•••••••••
      2026-07-13 (3 months ago). At A••, 11.3% with this moved within a year against 4.9% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
      J•••• S•••• to A•••••••••
    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.

  19. L••• S••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, A••••••• G•
    wirehouse
    • 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-13. null went to E•••••• A••••••• G••••• L••
      2026-07-13 (3 months ago). At M••••••, 13.6% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
      B•••• M•••••• to E•••••• A••••••• G••••• L••
    Timing
    Strong timing
    measured at this firm
    Value
    Not estimable
    Book not estimable
    Team
    No team seen
    Contact
    Unresolved
    no contact route found

    Before a call: practice size; a contact route.

  20. S•••• L•••••••• A••••••••• F•••••••• S•••••••• L••, B••• R••••• F•
    national broker-dealer RIA
    • the most senior member of this advisor's prior co-move team left the firm on 2026-07-13. null went to C•••
      2026-07-13 (3 months ago). At A••, 11.3% with this moved within a year against 4.9% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
      J••• B••• to C•••
    Timing
    Strong timing
    Value
    Not estimable
    Book not estimable; portable $25M to $250M, revenue $100K to $5M
    Team
    No team seen
    Contact
    Unresolved
    no contact route found

    Before a call: a contact route.

  21. A••••• S••••••• S•••••••• A••••••• L••, H••••••• T•
    brokerage advisory
    • the most senior member of this advisor's prior co-move team left the firm on 2026-07-11. null went to L••
      2026-07-11 (3 months ago). At A••, 11.3% with this moved within a year against 4.9% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
      K•••••• W••••••• 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.

  22. K••• C•••• F••••• I•••••••••, P••••• T•
    independent RIA
    • the most senior member of this advisor's prior co-move team left the firm on 2026-07-06. null went to V••••••• A•••••••• I•••
      2026-07-06 (3 months ago). At I•••••••••, 13.9% with this moved within a year against 5.4% without it (2.6x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
      D•••• D••••••• to V••••••• A•••••••• I•••
    Timing
    Strong timing
    Value
    Not estimable
    Book not estimable
    Team
    No team seen
    Contact
    Professional
    L••••••• profile; provider email at fisherinvestments.com, not verified

    Before a call: practice size.

  23. G••••• A••••••••• F••••• I•••••••••, P••••• T•
    independent RIA
    • the most senior member of this advisor's prior co-move team left the firm on 2026-07-06. null went to V••••••• A•••••••• I•••
      2026-07-06 (3 months ago). At I•••••••••, 13.9% with this moved within a year against 5.4% without it (2.6x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
      D•••• D••••••• to V••••••• A•••••••• I•••
    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

    Before a call: practice size.

  24. S•••••• K•••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, G••••••••• T•
    wirehouse
    • 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 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).
      N••••••• V•••• to J•••••••
    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.

  25. R•••••• B••• L•• F•••••••• L••, C••••••••• 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
    No team seen
    Contact
    Unresolved
    no contact route found

    Before a call: practice size; a contact route.

  26. C•••••• D••••••••• L•• F•••••••• L••, C••••••••• 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
    No team seen
    Contact
    Unresolved
    no contact route found

    Before a call: practice size; a contact route.

  27. A•••••••• S•••••••• M••••• S••••••, M••••• F•
    wirehouse
    • a prior co-move teammate left the firm for an independent RIA on 2026-07-03. null went to I•• C••••••• L••
      2026-07-03 (3 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).
      A••••• C••• to I•• C••••••• L••
    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: 1 related advisor (teammates, former teammates, office peers and business partners).

    Before a call: practice size.

  28. M•••• B•••• M••••• S••••••, A•••••••• F•
    wirehouse
    • a prior co-move teammate left the firm for an independent RIA on 2026-07-03. null went to I•• C••••••• L••
      2026-07-03 (3 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).
      A••••• C••• to I•• C••••••• L••
    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: 1 related advisor (teammates, former teammates, office peers and business partners).

    Before a call: practice size.

  29. J•••••• S•••••• M••••• S••••••, A•••••••• F•
    wirehouse
    • a prior co-move teammate left the firm for an independent RIA on 2026-07-03. null went to I•• C••••••• L••
      2026-07-03 (3 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).
      A••••• C••• to I•• C••••••• 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 (teammates, former teammates, office peers and business partners).

    Before a call: practice size; a contact route.

  30. G••••• A•••••• M••••• S••••••, M••••• F•
    wirehouse
    • a prior co-move teammate left the firm for an independent RIA on 2026-07-03. null went to I•• C••••••• L••
      2026-07-03 (3 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).
      A••••• C••• to I•• C••••••• L••
    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, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).

    Before a call: practice size; a contact route.

  31. K••• H•••••• R•• C•••••• M••••••• L••, B•••••• H••••• C•
    national broker-dealer RIA
    • the most senior member of this advisor's prior co-move team left the firm on 2026-07-02. null went to E•••••• A••••••• G••••• L••
      2026-07-02 (3 months ago). At A••, 11.3% with this moved within a year against 4.9% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
      M••• L•••••• to E•••••• A••••••• G••••• L••
    Timing
    Strong timing
    Value
    Not estimable
    Book not estimable
    Team
    No team seen
    Contact
    Unresolved
    no contact route found

    Missing: a usable practice size; a contact route; a meaningful reason; who works with them (team unresolved).

    Before a call: practice size; a contact route.

  32. B•••• B•••••• W•••• F•••• A•••••••, T••••• S••••••• F•
    wirehouse
    • the most senior member of this advisor's prior co-move team left the firm on 2026-06-30. null went to M••••• S••••••
      2026-06-30 (3 months ago). At W••••••••, 10.7% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
      S•••• G••••• to M••••• S••••••
    Timing
    Strong timing
    Value
    Not estimable
    Book not estimable
    Team
    No team seen
    Contact
    Unresolved
    no contact route found

    Before a call: practice size; a contact route.

  33. B•••• K•••••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, L•• A••••••• C•
    wirehouse
    • 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-30. null went to W•••• F••••
      2026-06-30 (3 months ago). At M••••••, 13.6% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
      F•••• B••••• to W•••• F••••
    Timing
    Strong timing
    measured at this firm
    Value
    Not estimable
    Book not estimable
    Team
    No team seen
    Contact
    Unresolved
    no contact route found

    Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).

    Before a call: practice size; a contact route.

  34. S•••• O• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, L•• A••••••• C•
    wirehouse
    • 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-30. null went to W•••• F••••
      2026-06-30 (3 months ago). At M••••••, 13.6% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
      F•••• B••••• to W•••• F••••
    Timing
    Strong timing
    measured at this firm
    Value
    Not estimable
    Book not estimable
    Team
    No team seen
    Contact
    Unresolved
    no contact route found

    Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).

    Before a call: practice size; a contact route.

  35. G•••• 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
    No team seen
    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.

  36. D••••• D•••• D•••• L•• F•••••••• L••, R••••• C••••••••• C•
    broker-dealer affiliated
    • the most senior member of this advisor's prior co-move team left the firm on 2026-06-26. null went to E•••••• A••••••• G••••• L••
      2026-06-26 (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).
      M••• H•• to E•••••• A••••••• G••••• 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.

  37. K•••• E•••••• L•• F•••••••• L••, S•• D••••• C•
    broker-dealer affiliated
    • 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-26. null went to E•••••• A••••••• G••••• L••
      2026-06-26 (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••• H•• 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.

  38. D•••••• P•••••• E•••••• A••••••• G••••• L••, G•••••••• V••••••• C•
    brokerage advisory
    • the most senior member of this advisor's prior co-move team left the firm on 2026-06-26. null went to S••••• W••••• A•••••••• I•••
      2026-06-26 (3 months ago). At A••, 11.3% with this moved within a year against 4.9% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
      R••••• W••••••• to S••••• W••••• A•••••••• 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.

  39. L••• C•••••• S•••••••• A••••••• L••, W•••••••• N•
    brokerage advisory
    • the most senior member of this advisor's prior co-move team left the firm on 2026-06-25. null went to W•••• F••••
      2026-06-25 (3 months ago). At A••, 11.3% with this moved within a year against 4.9% without it (2.3x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
      C••••• B••••••• 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.

  40. J•••• W••••••••• L•• F•••••••• L••, L•••••••• N•
    broker-dealer affiliated
    • 2 prior co-move teammates left the firm for another firm, most recently on 2026-06-24. null went to C••••••••
      2026-06-24 (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).
      A•••••• T••••• to C••••••••
    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 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: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).

    Missing: a usable practice size; who works with them (team unresolved).

    Before a call: practice size.

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