Advisors to call now

Valuable practices with nothing current: worth knowing, not worth a call today.

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

Jean Pierre Lemoine Morgan Stanley, Plantation, Fl
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $465M to $581M
Team
7 move with them
Contact
Unresolved
no contact route found
Who else to call: 42 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
Jeremy Lobo Raymond James Financial Services Advisors, Inc, Wallingford, Ct
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $240M to $270M
Team
7 move with them
Contact
Unresolved
no contact route found
Business ties: On file: 1 investment vehicle. A measure of business ties, not of book size or clients.
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
Jordan Hickey Raymond James Financial Services Advisors, Inc, Glastonbury, Ct
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $329M to $370M
Team
7 move with them
Contact
Unresolved
no contact route found
Business ties: Some: 1 investment vehicle on file; 1 co-principal(s) who sit on 3+ Connecticut businesses. A measure of business ties, not of book size or clients.
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
C•••• E•••• W•••• F•••• A•••••••, C••••••• I•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $1.4B to $1.5B
Team
7 move with them
Contact
Unresolved
no contact route found
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
W•••••• F•••••• M••••• S••••••, P••••••••• F•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $465M to $581M
Team
7 move with them
Contact
Unresolved
no contact route found
Who else to call: 42 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
C••••••••• P•••••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, W••••••••• C•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $240M to $270M
Team
7 move with them
Contact
Unresolved
no contact route found
Business ties: Some: 1 investment vehicle 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).
Before a call: a dated reason to call now; a contact route.
M•••••• N•••••••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, G••••••••• C•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $329M to $370M
Team
7 move with them
Contact
Unresolved
no contact route found
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
R••••• G•••••••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, M••••••••• N•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $1.4B to $1.6B
Team
7 move with them
Contact
Unresolved
no contact route found
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
F•••• D••••••••• W•••• F•••• A•••••••, C••••••• I•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $1.4B to $1.5B
Team
7 move with them
Contact
Unresolved
no contact route found
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
C•••••• T••• S•••••••• A•••••••• L••, F••• M••••• F•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $1.2B to $1.7B
Team
6 move with them
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
J••• P••••••• S•••••••• A•••••••• L••, F••• M••••• F•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $1.2B to $1.7B
Team
6 move with them
Contact
Professional
L••••••• profile; professional profile page
Before a call: a dated reason to call now.
T••••• B••• S•••••••• A•••••••• L••, F••• M••••• F•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $1.2B to $1.7B
Team
6 move with them
Contact
Professional
L••••••• profile; professional profile page
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
W•••••• S••••••• T••••••••• W•••••• L••, C•••• C••••• M•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable
Team
6 move with them
Contact
Professional
professional profile page
Who else to call: 18 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
M•••••• G•••• R•••••• J•••• • A••••••••• I•••, E••• A•••••• N•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $600M to $850M
Team
6 move with them
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
J•••• Z•••••••• R•••••• J•••• • A••••••••• I•••, L•• V••••• N•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $900M to $1.3B
Team
6 move with them
Contact
Unresolved
no contact route found
Who else to call: 18 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
B••••••• D••••• R•• C•••••• M••••••• L••, B••••• I•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $800M to $1.1B
Team
6 move with them
Contact
Unresolved
no contact route found
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
C••••• M••••• N•••••• A•••••••, D•••••• F•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $840M to $1.2B
Team
6 move with them
Contact
Unresolved
no contact route found
Who else to call: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
S•••••••• G••••••• R•••••• J•••• • A••••••••• I•••, C••••••• C•••••• N•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $600M to $850M
Team
6 move with them
Contact
Unresolved
no contact route found
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
M•••••• T•••••• R•• C•••••• M••••••• L••, B••••• I•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $800M to $1.1B
Team
6 move with them
Contact
Unresolved
no contact route found
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
S••• T••••••• R•••••• J•••• • A••••••••• I•••, N•••••• B••••• C•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $900M to $1.3B
Team
6 move with them
Contact
Unresolved
no contact route found
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
J••• S•••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, P••• B•••• G••••••• F•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $2.6B to $3.0B
Team
6 move with them
Contact
Unresolved
no contact route found
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
W•••••• B••••• R•• C•••••• M••••••• L••, B••••• I•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $800M to $1.1B
Team
6 move with them
Contact
Unresolved
no contact route found
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
R•••• K•••••• N•••••• A•••••••, D•••••• F•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $840M to $1.2B
Team
6 move with them
Contact
Unresolved
no contact route found
Who else to call: 11 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
S••••• D••••• R•• C•••••• M••••••• L••, B••••• I•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $800M to $1.1B
Team
6 move with them
Contact
Unresolved
no contact route found
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
C••••••••• S•••• R•••••• J•••• • A••••••••• I•••, B••••••• N•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $600M to $850M
Team
6 move with them
Contact
Unresolved
no contact route found
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
R••••• R••••• L•• F•••••••• L••, A••••••• C•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $800M to $900M
Team
6 move with them
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
K•••• K•••• R•••••• J•••• • A••••••••• I•••, C•••••••• N•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $600M to $850M
Team
6 move with them
Contact
Unresolved
no contact route found
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
G•••••• C••••••• N•••••• A•••••••, D•••••• F•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $840M to $1.2B
Team
6 move with them
Contact
Unresolved
no contact route found
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
A••• H••• L•• F•••••••• L••, M•••••••• B••••• C•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $800M to $900M
Team
6 move with them
Contact
Unresolved
no contact route found
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
J••• S•••••••• L•• F•••••••• L••, M•••••••• B••••• C•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $800M to $900M
Team
6 move with them
Contact
Unresolved
no contact route found
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
S•••••••• T•••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, P••• B•••• G••••••• F•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $2.6B to $3.0B
Team
6 move with them
Contact
Unresolved
no contact route found
Who else to call: 28 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
C••• F•••••• N•••••• A•••••••, D•••••• F•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $840M to $1.2B
Team
6 move with them
Contact
Unresolved
no contact route found
Who else to call: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
P•••• M•••• R••••••••• C•••••• M•••••••••, N••••••• P•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $1.2B to $1.7B
Team
5 move with them
Contact
Direct
verified business email at rockco.com (apollo); LinkedIn profile
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; mid-move on the record.
S••• M••••••• R••••••••• C•••••• M•••••••••, N••••••• P•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $1.2B to $1.7B
Team
5 move with them
Contact
Direct
verified business email at rockco.com (apollo)
Who else to call: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; mid-move on the record.
S••• A••••• R••••••••• C•••••• M•••••••••, N••••••• P•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $1.2B to $1.7B
Team
5 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at rockco.com
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; mid-move on the record.
K••• C•••••••• R••••••••• C•••••• M•••••••••, N••••••• P•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $1.2B to $1.7B
Team
5 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at rockco.com
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; mid-move on the record.
L••••••• D•••••• U•• F•••••••• S••••••• I•••, P••••••• N•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $1.2B to $1.5B
Team
5 move with them
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at ubs.com
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
H•••• G••••• M••••• S••••••, B••••••••• H••••• M•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $840M to $1.1B
Team
5 move with them
Contact
Firm level
inferred email (firm style, deliverability sampled) at morganstanley.com
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now.
N••••••• G••••• L•• F•••••••• L••, C••••••••• O•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $572M to $644M
Team
6-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 16 related advisors, 7 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
A••••• C••••• L•• F•••••••• L••, M•••••• C•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Book not estimable; portable $1.4B to $1.6B
Team
6-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.

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