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

Stephen Marohl Wells Fargo Advisors, Annapolis, Md
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
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: a dated reason to call now; a contact route.
Adriana Frazier Raymond James & Associates, Inc., Oakbrook Terrace, Il
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
Percy Brouillette Edward Jones, Metairie, La
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
M•• B•••••••• A••••••••• F•••••••• S•••••••• L••, W•••••• S••••• N•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
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•••••• M••••• W•••• F•••• A•••••••, N••••••••• T•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
M•••••• H••••••••• A••••••••• F•••••••• S•••••••• L••, G••••••••• S•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
P••••• D••••••••• A••••••••• F•••••••• S•••••••• L••, G••••••••• S•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
B••••••• S•••••••• A••••••••• F•••••••• S•••••••• L••, P••• B•••• G••••••• F•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
R•••• C•••• W•••• F•••• A•••••••, H•• S••••••• A•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
S•••• H•••• N•• S••••• F•••••••• P•••••••• L••, S•• R••••• C•
state-registered adviser
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $56M; portable $48M to $54M, revenue $100K to $1M (transfer share is a judgment)
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
L•••• H••••• R•• C•••••• M••••••• L••, A••••••••• M•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $50M to $250M; portable $50M to $250M, revenue $250K to $5M
Team
No team seen
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.
D••••• P••••• R•• C•••••• M••••••• L••, A••••••••• M•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $50M to $250M; portable $50M to $250M, revenue $250K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
C•••••• F••••• J••• M••••• S••••••••• L••, G•••••••• I•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
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: a dated reason to call now; a contact route.
C••••••••• R••••••• A••••••••• F•••••••• S•••••••• L••, F•••••••• M•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
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: a dated reason to call now; a contact route.
N••• F•••• A••••••••• F•••••••• S•••••••• L••, P••• B•••• G••••••• F•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Business ties: On file: 1 investment vehicle. A measure of business ties, not of book size or clients.
Before a call: a dated reason to call now; a contact route.
J••••• B•••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, S•••• G•••••• U•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
R•••••• R••••••••• M••••• S••••••, P•••••••• M•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Business ties: Some: 1 real-estate entity, 1 nonprofit or civic board/officer role on file; 1 parcel(s) owned by these entities on the assessor rolls DFX holds. A measure of business ties, not of book size or clients.
Who else to call: 41 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
S•••• H••••• C••••••••• F•••••••• N••••••, B••••••••• M•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $50M to $250M; portable $50M to $250M, revenue $250K to $5M
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: a dated reason to call now; a contact route.
K•••• S•••• W•••• F•••• A•••••••, L••••••••• M•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
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.
J•••• C••••• W•••• F•••• A•••••••, D•••••• G••••• I•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
S•••••• H••• R•• C•••••• M••••••• L••, G••••••••• S•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
D••••• N••••• S•••••• N••••••• • C••••••• I•••••••••, H••• V•••••• M•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $50M to $250M; portable $50M to $250M, revenue $250K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
T••••• R•••••• A••••••••• F•••••••• S•••••••• L••, J••••••• F•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
K•••• L•••••• R•• C•••••• M••••••• L••, A••••••••• M•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $50M to $250M; portable $50M to $250M, revenue $250K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
M••• P•••• R•••••• J•••• • A••••••••• I•••, G••••••••• S•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 24 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
M••• P•••• S•••••• N••••••• • C••••••• I•••••••••, B••• R••••• F•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
C••••••••• S••••• R•• C•••••• M••••••• L••, A••••••••• M•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $50M to $250M; portable $50M to $250M, revenue $250K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
W•••••• S•••• M••••• S••••••, P•••••••• M•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 41 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
J••••••• B•••• M••••• S••••••, P•••••••• M•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 45 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
P•••• Y••••••• C••••••••• F•••••••• N••••••, G••••••••• C•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Business ties: On file: 2 investment vehicle. A measure of business ties, not of book size or clients.
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.
L••••• B•••••• R•••••• J•••• • A••••••••• I•••, G••••••••• S•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 24 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
D••••• S•••• U•• F•••••••• S••••••• I•••, H••• V•••••• M•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $50M to $250M; portable $50M to $250M, revenue $250K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
J••• S••••••• R•• C•••••• M••••••• L••, G••••••••• S•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
C••••••••• R••••• R•••••• J•••• • A••••••••• I•••, P•••••••• M•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
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.
K•••• H•••••• A••••••••• F•••••••• S•••••••• L••, M••••••••• V•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 4 related advisors, 4 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.
R•••••• S•••••••• W•••• F•••• A•••••••, S• G•••••• U•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
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: a dated reason to call now; a contact route.
J•••••• H••••• W•••• F•••• A•••••••, L••••••••• M•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
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.
P••••••• M••••• A••••••••• F•••••••• S•••••••• L••, P••• B•••• G••••••• F•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
M•••••• M•••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, R•••••••• I•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
B•••• K••••••• R•• C•••••• M••••••• L••, F•••••• C•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.

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