Advisors to call now

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

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

Andriea Nie Morgan Stanley, Leawood, Ks
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-06-24. null went to LPL
  2026-06-24 (3 months ago). At wirehouses, 10.7% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  Donald Harrell to LPL
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 42 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
Braden Osten Claro Advisors Inc., Boston, Ma
independent RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-06-23. null went to Power Wealth Management
  2026-06-23 (3 months ago). At independent RIAs, 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).
  Jordan Pedron to POWER WEALTH MANAGEMENT
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email at claroadvisors.com (firm_website); direct line printed for this person; LinkedIn profile
Who else to call: 13 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
Sarah Mudd Merrill Lynch, Pierce, Fenner & Smith Incorporated, San Francisco, Ca
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-23. null went to Wells Fargo
  2026-06-23 (3 months ago). At Merrill, 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).
  Ryan Spivak to Wells Fargo
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
S•••••••• A•••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, N•• Y•••• N•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-06-23. null went to T• P•••••• C••••• W••••• L••
  2026-06-23 (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).
  M•••• O••• 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.
M•••••• B•••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, L••••• I•
wirehouse
- a prior co-move teammate left the firm for an independent RIA on 2026-06-23. null went to C•••••••• P•••••••• L••
  2026-06-23 (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).
  S••••• O•••••••• to C•••••••• P•••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 28 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.
N••••• S••••••• L•• F•••••••• L••, E•••••••• M•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-22. null went to F•••• T•••• S••••••••• I•••
  2026-06-22 (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).
  J•••• 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.
C•••••• R••••• L•• F•••••••• L••, C••••••••• T••• M•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-22. null went to F•••• T•••• S••••••••• I•••
  2026-06-22 (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).
  J•••• 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.
J•••• A••••••• L•• F•••••••• L••, G•••• R•••••• M•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-22. null went to F•••• T•••• S••••••••• I•••
  2026-06-22 (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).
  J•••• 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.
D••••• S••••••• L•• F•••••••• L••, J••••••• M•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-22. null went to F•••• T•••• S••••••••• I•••
  2026-06-22 (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).
  J•••• 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.
S•••••••• B•••• L•• F•••••••• L••, C••••••••• M•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-22. null went to F•••• T•••• S••••••••• I•••
  2026-06-22 (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).
  J•••• 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.
M•••••• M••••••• L•• F•••••••• L••, R•••••••• H••••• M•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-22. null went to F•••• T•••• S••••••••• I•••
  2026-06-22 (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).
  J•••• 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.
J••• M•••••••• 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 2026-06-22. null went to E•••••• F•••••••• E••••••
  2026-06-22 (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).
  B•••• H••• to E•••••• F•••••••• E••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
T••••• L•••••• L•• F•••••••• L••, B•••••••• M•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-22. null went to F•••• T•••• S••••••••• I•••
  2026-06-22 (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).
  J•••• 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.
R•••••• S•••• L•• F•••••••• L••, A•••••• M•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-22. null went to F•••• T•••• S••••••••• I•••
  2026-06-22 (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).
  J•••• 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.
H••••• R••••• L•• F•••••••• L••, B••••••••• M•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-22. null went to F•••• T•••• S••••••••• I•••
  2026-06-22 (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).
  J•••• 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.
M•••••• J••••••• L•• F•••••••• L••, M•••••• H••••••• M•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-22. null went to F•••• T•••• S••••••••• I•••
  2026-06-22 (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).
  J•••• 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.
L•••• R•• L•• F•••••••• L••, C••••••••• M•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-22. null went to F•••• T•••• S••••••••• I•••
  2026-06-22 (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).
  J•••• 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.
J•••• B•••••• L•• F•••••••• L••, C•••••• T•••••••• M•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-22. null went to F•••• T•••• S••••••••• I•••
  2026-06-22 (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).
  J•••• 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.
A••••• A•••••••• L•• F•••••••• L••, A•• A••••• M•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-22. null went to F•••• T•••• S••••••••• I•••
  2026-06-22 (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).
  J•••• 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.
D•••• A••••••• J••• M••••• S••••••••• L••, S•• A••••••• T•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-06-18. null went to M••••••
  2026-06-18 (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).
  J•••• A•••• to M••••••
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
Missing: a usable practice size; the current role; who works with them (team unresolved).
Before a call: practice size.
T•••• G••••• J••• M••••• S••••••••• L••, D•••••• T•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-06-18. null went to M••••••
  2026-06-18 (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).
  J•••• A•••• to M••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Who else to call: 1 related advisor (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.
L••• W••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, N•• Y•••• N•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-06-17. null went to S•••••••• A•••••••• L••
  2026-06-17 (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••••• S••••••••• to S•••••••• A•••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 17 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
R••• H••• L•• F•••••••• L••, G••••••• I•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-17. null went to S••••
  2026-06-17 (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).
  G•••••• A•••• to S••••
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.
C•••• H••• P•• W••••• M•••••••••, C••••••••• O•
bank affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-06-16. null went to J•••••••
  2026-06-16 (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••• C••••••••• to J•••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email at pnc.com (hunter)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size; joined the current firm under a year ago.
L•••••• R•••• L•• F•••••••• L••, S•• D••••• C•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-06-16. null went to A•••••••••
  2026-06-16 (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•••••• E••••••• 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.
T••••• M••••• W•••• F•••• A•••••••, P••••••••• P•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-06-12. null went to F•••• F•••••••• A••••••• G•••• L••
  2026-06-12 (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).
  G••• F•••• to F•••• F•••••••• 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.
J••••••• T••••••• F••••• I•••••••••, P••••• T•
independent RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-06-09. null went to R•• W••••• A•••••••
  2026-06-09 (4 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).
  J•••••• F•••••••• to R•• W••••• 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.
D•••• L•• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, S•• F••••••••• C•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-08. null went to M••••• S••••••
  2026-06-08 (4 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).
  K• N••• to M••••• S••••••
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, 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.
B•••• T••••••• L•• F•••••••• L••, G•••• F••••• N•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-04. null went to J•••••• W••••• M••••••••• L••
  2026-06-04 (4 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••• W••••••••• to J•••••• W••••• M••••••••• L••
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: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
G••• R••••••• M••••• S••••••, N•• Y•••• N•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-06-02. null went to R••••••••• C•••••• M•••••••••
  2026-06-02 (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).
  J•••• G••••• to R••••••••• C•••••• M•••••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
inferred email (firm style, deliverability sampled) at morganstanley.com
Before a call: practice size.
C••••••••• M••••• B•••• W••••• A••••••••• L••, A•••• H••••• M•
independent RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-06-02. null went to A••••••••• W••••• P•••••••
  2026-06-02 (4 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).
  S•••• S••••••••• to A••••••••• W••••• P•••••••
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, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
T•••• P•••••• J••• M••••• S••••••••• L••, L•• A••••••• C•
wirehouse
- a prior co-move teammate left the firm for an independent RIA on 2026-06-02. null went to E•••• W••••• M••••••••• L••
  2026-06-02 (4 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).
  N• A•••••••• A•••• to E•••• W••••• 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
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.
P••••• D•••••• M••••• S••••••, N•• Y•••• N•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-06-02. null went to R••••••••• C•••••• M•••••••••
  2026-06-02 (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).
  J•••• G••••• to R••••••••• C•••••• M•••••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
inferred email (firm style, deliverability sampled) at morganstanley.com
Before a call: practice size.
D•••• D••••••• L•• F•••••••• L••, F••• M•••• S•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-06-02. null went to M••••••••• ••••
  2026-06-02 (4 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•••••• T••••••• to M••••••••• ••••
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••• R••••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, S••••••••• C•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-02. null went to S•••••••• A••••••• L••
  2026-06-02 (4 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).
  P••• R••• to S•••••••• A••••••• L••
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: 42 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
J••••• V••••••••• J••• M••••• S••••••••• L••, L•• A••••••• C•
wirehouse
- a prior co-move teammate left the firm for an independent RIA on 2026-06-02. null went to E•••• W••••• M••••••••• L••
  2026-06-02 (4 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).
  N• A•••••••• A•••• to E•••• W••••• M••••••••• L••
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, 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.
M•••••• R••••• J••• M••••• S••••••••• L••, L•• A••••••• C•
wirehouse
- a prior co-move teammate left the firm for an independent RIA on 2026-06-02. null went to E•••• W••••• M••••••••• L••
  2026-06-02 (4 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).
  N• A•••••••• A•••• to E•••• W••••• M••••••••• L••
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, 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.
J••• K•••••• L•• F•••••••• L••, V••••••• C•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-01. null went to R•• S••••••••• I•••
  2026-06-01 (4 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).
  R•••• R•••• to R•• 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.
H••••••• J••• P••••••• B••••• G••••• A•••• M•••••••••, B•••••• M•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-06-01. null went to B••••• P••••• I••••••••• A•••••• L••
  2026-06-01 (4 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•••• C••••••••• to B••••• P••••• I••••••••• A•••••• 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.
H••••••• B•••• M••••• S••••••, G••••••• A•
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
No team seen
Contact
Direct
verified business email at morganstanley.com (hunter)
Missing: a usable practice size; the current role; who works with them (team unresolved).
Before a call: practice size.

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