Advisors to call now

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

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

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

Parker Gaglione Morgan Stanley, New York, Ny
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-29. null went to Wells Fargo
  2026-05-29 (4 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).
  Cordia Taylor to Wells Fargo
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.
Heather Wong Morgan Stanley, Palo Alto, Ca
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-29. null went to Wells Fargo
  2026-05-29 (4 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).
  Cordia Taylor to Wells Fargo
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.
Lawrence Ennis Morgan Stanley, New York, Ny
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-29. null went to Wells Fargo
  2026-05-29 (4 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).
  Cordia Taylor to Wells Fargo
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.
A••••• G•••• M••••• S••••••, N•• Y•••• N•
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
Unresolved
no contact route found
Before a call: practice size; a contact route.
M•••••• C•••••• M••••• S••••••, B•••••• M•
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
Unresolved
no contact route found
Before a call: practice size; a contact route.
G•••••• M•••• M••••• S••••••, N•• Y•••• N•
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
Unresolved
no contact route found
Before a call: practice size; a contact route.
J•••••• P••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, D•••••• G•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-23. null went to U••• B•••••• A•••••••• L••
  2026-05-23 (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).
  J••••• S••••• to U••• B•••••• 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
Missing: a usable practice size; a contact route; who works with them (team unresolved).
Before a call: practice size; a contact route.
M••••••• C••••••••• U•• F•••••••• S••••••• I•••, D•••••• T•
wirehouse
- a prior co-move teammate left the firm for an independent RIA on 2026-05-19. null went to I•• C••••••• L••
  2026-05-19 (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).
  F•••• H••••• 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, 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.
A•• C•••• V•••••• J• U•• F•••••••• S••••••• I•••, M••••• F•
wirehouse
- a prior co-move teammate left the firm for an independent RIA on 2026-05-19. null went to M••• C•••••• M••••••••• L••
  2026-05-19 (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).
  M•••• R•• to M••• C•••••• M••••••••• 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.
K••••• R•••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, F••• W••••• T•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-18. null went to S•••••••• A••••••• L••
  2026-05-18 (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).
  S••• 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
Before a call: practice size; a contact route.
G•••••• F••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, F•••••• T•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-18. null went to S•••••••• A••••••• L••
  2026-05-18 (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).
  S••• 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
Before a call: practice size; a contact route.
C•••••••• B••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, J••••••••• F•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-18. null went to S•••••••• A••••••• L••
  2026-05-18 (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).
  S••• R••••• 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: 3 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
J•••••• B•••••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, N•• Y•••• N•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-18. null went to S•••••••• A••••••• L••
  2026-05-18 (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).
  S••• 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
Before a call: practice size; a contact route.
M••• M••••• C•••••••• W••••• M•••••••••, M•••••• V•
independent RIA
- 43% of this office left for other firms in the last six months (latest 2026-05-15)
  2026-05-15 (4 months ago). At I•••••••••, 13.0% with this moved within a year against 5.4% without it (2.4x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- 2 prior co-move teammates left the firm for another firm, most recently on 2026-05-15. null went to L••
  2026-05-15 (4 months ago). At I•••••••••, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  D••••• C•••••••• to L••
Timing
Strong timing
Value
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email at centurionwealth.com (firm_website)
Who else to call: 6 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
J•••• R•••• P•••••• B••• G••••• W••••• A•••••••• I•••, H••••••• T•
independent RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-14. null went to B•••••••••
  2026-05-14 (5 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•••••• S•••••• H•••••••• to B•••••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 15 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•••••• F•••••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, N•• Y•••• N•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-12. null went to W•••• F••••
  2026-05-12 (5 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).
  J•••••• W••• 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
Before a call: practice size; a contact route.
R••••• P••••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, B••• R••••• F•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-12. null went to W•••• F••••
  2026-05-12 (5 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).
  J•••••• W••• 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: 3 related advisors, 3 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••••• P••• S••••••••• W•••••, L•••• C•••••• O•
mixed wealth
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-11. null went to B••••••••• C•••••• M••••••••• L••
  2026-05-11 (5 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 B••••••••• C•••••• M••••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
L••••••• profile; professional profile page
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••• C••••• L•• F•••••••• L••, S••••••••• A•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-11. null went to S••••••• M••••• L••
  2026-05-11 (5 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).
  S•••••••• S•••••• to S••••••• 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.
R••••• Y•••• L•• F•••••••• L••, S•• D••••• C•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-11. null went to S••••••• M••••• L••
  2026-05-11 (5 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).
  S•••••••• S•••••• to S••••••• 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
Before a call: practice size; a contact route.
M•••••• M•••••• R•••••• J•••• • A••••••••• I•••, B••••••• C•
national broker-dealer RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-11. null went to C••••••••• I••••••••• A•••••••• L••
  2026-05-11 (5 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).
  N••••••• T•••••• to C••••••••• 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.
D•••••• H•••••• 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 2026-05-08. null went to L••
  2026-05-08 (5 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•••• M•••••• 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.
M•••••• B•••••• U•• F•••••••• S••••••• I•••, B•••••••• W•
wirehouse
- a prior co-move teammate left the firm for an independent RIA on 2026-05-07. null went to S•••••• F•••••••• G••••• L•••••
  2026-05-07 (5 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).
  L•••• B•••• to S•••••• F•••••••• G••••• 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 ubs.com
Who else to call: 43 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
B•••••• N••••••••• V••••••• A•••••••• I•••, C••••••••• N•
brokerage advisory
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-07. null went to S••••• W••••• A•••••••• I•••
  2026-05-07 (5 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•••• 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.
J•••• D•••••• S•••••••• A••••••• L••, F••••••••• M•
brokerage advisory
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-07. null went to C•••••• S••••• • C••• I•••
  2026-05-07 (5 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).
  P••• Z•••••••• to C•••••• S••••• • C••• 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.
A••••• G••• R•••••• J•••• • A••••••••• I•••, C•••••••• S•
national broker-dealer RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-06. null went to M••••• S••••••
  2026-05-06 (5 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•••• C•••••••• to M••••• S••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 2 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
S••••• T•••••• M••••• S••••••, H••••••••• N•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-05. null went to U••
  2026-05-05 (5 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•••• V••••• to U••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 35 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
B•••••• C••••••• R•••••• J•••• • A••••••••• I•••, S•• P••••••••• F•
national broker-dealer RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-04. null went to J•••••••
  2026-05-04 (5 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 J•••••••
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.
W•••••• H•••• R•••••• J•••• • A••••••••• I•••, S•• P••••••••• F•
national broker-dealer RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-05-04. null went to J•••••••
  2026-05-04 (5 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 J•••••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
J•••• F••••••• L•• F•••••••• L••, F••• M•••• S•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-04-30. null went to R•••••• J••••
  2026-04-30 (5 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).
  J••••• C••••••• to R•••••• J••••
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.
S••••• A••••••• M••••• S••••••, C•••• S••••••• F•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-04-29. null went to K•••••••• W••••• A•••••••• L••
  2026-04-29 (5 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••••••• V•••••••• to K•••••••• W••••• A•••••••• L••
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: 18 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
D•••• I••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, M•••••••• N•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-28. null went to R••••••••• C•••••• M•••••••••
  2026-04-28 (5 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•••••• W••• to R••••••••• C•••••• M•••••••••
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.
R••••• B•••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, N•• Y•••• N•
wirehouse
- 3 prior co-move teammates left the firm for another firm, most recently on 2026-04-27. null went to M••••• S••••••
  2026-04-27 (5 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•••• L••• 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
Before a call: practice size; a contact route.
E•••• S••• A••••••• A••••••• • S••••••••• L••, W••••••• V••••••• C•
independent RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-04-24. null went to A••• A•••••••• L••
  2026-04-24 (5 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).
  N••• U•••• to A••• A•••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 16 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
S•••••• D•••••• L•• F•••••••• L••, B••••••••• W•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-04-24. null went to C•••••
  2026-04-24 (5 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•••• L••••• to C•••••
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.
M•••••• S••••••••• A••••••••• F•••••••• S•••••••• L••, R••••••••• N•
national broker-dealer RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-04-24. null went to W•••• F••••
  2026-04-24 (5 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).
  G••••••• G•••••••• 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.
S•••• M••• J••• M••••• S••••••••• L••, M•••••••• V•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-04-22. null went to W•••• F••••
  2026-04-22 (5 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).
  K•••••••• H•••••••• M••••••••• to W•••• F••••
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.
M•••••• M••••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, C••••••••• N•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-22. null went to A•••••••••
  2026-04-22 (5 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).
  R•••• M••••• 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
Before a call: practice size; a contact route.
M•••••• S•••••• L•• F•••••••• L••, S••••• I•••••• N•
broker-dealer affiliated
- the most senior member of this advisor's prior co-move team left the firm on 2026-04-22. null went to C••••••••• P••••••• G••••
  2026-04-22 (5 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).
  T••••• S••••• to C••••••••• P••••••• G••••
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.
D•••• F•••••••• J••• M••••• S••••••••• L••, P•••••••• T•
wirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-04-20. null went to S••••• W••••• A•••••••• I•••
  2026-04-20 (5 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).
  A•••••••• L•• to S••••• W••••• A•••••••• I•••
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: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.

Previous321 to 360 of 1,036Next

The advisor names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.