Advisors to call now

A dated fact that historically went with moving, on a practice worth the call.

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

William Kemple Commonwealth Financial Network, East Longmeadow, Ma
Call-readynational broker-dealer RIA
- owns 25% to 50% of a newly filed adviser, first filed 2026-08-10, where they are not yet registered: Savlan Wealth Partners
  2026-08-10 (47 days ago). Across all advisors, 21.2% with this moved within a year against 4.9% without it (4.3x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
Timing
Strong timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
2 move with them
Contact
Direct
verified business email (apollo)
Business ties: Some: 1 operating or professional business, 1 real-estate entity on file; 2 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: 2 related advisors (teammates, former teammates, office peers and business partners).
Michael Dechiario Wells Fargo Advisors, Radnor, Pa
Call-readywirehouse
- owns 75% or more of a newly filed adviser, first filed 2026-06-05, where they are not yet registered: Goalpost Wealth Management, LLC
  2026-06-05 (4 months ago). Across all advisors, 21.2% with this moved within a year against 4.9% without it (4.3x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
Timing
Strong timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Direct
verified business email (apollo)
Business ties: Broad: 2 operating or professional businesses, 1 investment vehicle on file. A measure of business ties, not of book size or clients.
Dean Vetsikas Wells Fargo Advisors, Radnor, Pa
Call-readywirehouse
- owns 75% or more of a newly filed adviser, first filed 2026-06-05, where they are not yet registered: Golden Ratio Wealth Management LLC
  2026-06-05 (4 months ago). Across all advisors, 21.2% with this moved within a year against 4.9% without it (4.3x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
Timing
Strong timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Professional
LinkedIn profile
Business ties: Broad: 2 operating or professional businesses, 2 investment vehicles on file. A measure of business ties, not of book size or clients.
T•••••• M••••••• E••••• W••••• M••••••••• L••, T••••• A•
Call-readyindependent RIA
- passed the Series 63 on 2026-09-15 after 15 years in the industry
  2026-09-15 (11 days ago). At I•••••••••, 12.4% with this moved within a year against 5.4% without it (2.3x, 2023 to 2025 cohorts). Source: IAPD individual record: exam date.
Timing
Strong timing
Value
$25M+
Team book $50M to $100M; portable at most $100M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
R••••• C•• J••• M••••• S••••••••• L••, B•••••• H••••• C•
Call-readywirehouse
- 2 of the 10 advisors at this office left in the last 180 days (20%), against a median of 0% across the firm's other offices
  2026-09-11 (15 days ago). At W••••••••, 10.9% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  J••••• K•••••• to C•••••••• G••••• M•••••• I•••; B••••• B••••• to P•••••• A•••••• G••••• L••
Timing
Strong timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Direct
verified business email (apollo)
J••••••• C••••• J••• M••••• S••••••••• L••, B•••••• H••••• C•
Call-readywirehouse
- 2 of the 10 advisors at this office left in the last 180 days (20%), against a median of 0% across the firm's other offices
  2026-09-11 (15 days ago). At W••••••••, 10.9% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  J••••• K•••••• to C•••••••• G••••• M•••••• I•••; B••••• B••••• to P•••••• A•••••• G••••• L••
Timing
Strong timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Direct
verified business email (apollo)
A••••• M•••••• J••• M••••• S••••••••• L••, B•••••• H••••• C•
Call-readywirehouse
- 2 of the 10 advisors at this office left in the last 180 days (20%), against a median of 0% across the firm's other offices
  2026-09-11 (15 days ago). At W••••••••, 10.9% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  J••••• K•••••• to C•••••••• G••••• M•••••• I•••; B••••• B••••• to P•••••• A•••••• G••••• L••
Timing
Strong timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Direct
verified business email (apollo)
N•••••• V•••• V•••• I••••••••• I•••, L••• M•••• F•
Call-readystate-registered adviser
- is Ceo of a newly filed adviser, first filed 2026-07-20, where they are not yet registered: S• F••••
  2026-07-20 (2 months ago). At A••, 21.2% with this moved within a year against 4.9% without it (4.3x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
Timing
Strong timing
Value
$25M+
Team book $25M to $50M; portable at most $50M, revenue at most $500K (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• profile; professional profile page
M•••••• R••• T•• S•••••• G••••, S•• P••••••••• F•
Call-readystate-registered adviser
- 4 of the 11 advisors at this office left in the last 180 days (36%), against a median of 0% across the firm's other offices. 3 went to S•••••• W••••• P•••••••• L••
  2026-07-06 (3 months ago). At A••, 12.6% with this moved within a year against 4.9% without it (2.6x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  D•••• B•••••• to S•••••• W••••• P•••••••• L••; J•••• L••••• to S•••••• W••••• P•••••••• L••; J•••• W•••••• to S•••••• W••••• P•••••••• L••; E••••• K•••••• to L•• F•••••••• L••
Timing
Strong timing
Value
$25M+
Team book $25M to $50M; portable at most $50M, revenue at most $500K (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
D••••• W••• J••• M••••• S••••••••• L••, A•••••• C•
Call-readywirehouse
- 2 of the 9 advisors at this office left in the last 180 days (22%), against a median of 0% across the firm's other offices
  2026-06-18 (3 months ago). At W••••••••, 10.9% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  B••••••• G•••••• to S•••; S••••• C••• to P•• W••••• M•••••••••
Timing
Strong timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Direct
verified business email (apollo)
J••••• L••• J••• M••••• S••••••••• L••, F••• L••••••••• F•
Call-readywirehouse
- 2 of the 7 advisors at this office left in the last 180 days (29%), against a median of 0% across the firm's other offices
  2026-06-09 (4 months ago). At W••••••••, 10.9% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  E••• M•••••• to U•• F•••••••• S••••••• I•••; R•••••• B••••• to L•• F•••••••• L••
Timing
Strong timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Direct
verified business email (apollo)
M•••••• S•••••• J••• M••••• S••••••••• L••, F••• L••••••••• F•
Call-readywirehouse
- 2 of the 7 advisors at this office left in the last 180 days (29%), against a median of 0% across the firm's other offices
  2026-06-09 (4 months ago). At W••••••••, 10.9% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  E••• M•••••• to U•• F•••••••• S••••••• I•••; R•••••• B••••• to L•• F•••••••• L••
Timing
Strong timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Direct
verified business email (apollo)
D••••• B•••• W•••• F•••• A•••••••, A••••••• N•
Call-readybroker-dealer affiliated
- is F•••••• And C••••••• O•••••• of a newly filed adviser, first filed 2026-04-02, where they are not yet registered: O••••• H••••••• P•••••• W••••• M•••••••••
  2026-04-02 (6 months ago). At B•••••••••, 47.6% with this moved within a year against 5.3% without it (9.0x, 2023 to 2025 cohorts). Source: Form ADV Schedule A of the new adviser (SEC IAPD).
Timing
Strong timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Direct
verified business email (hunter)
Business ties: Extensive: 6 operating or professional businesses, 7 investment vehicles on file. A measure of business ties, not of book size or clients.
D••••• S•••• S•••• F•••••••• M••••••••• L••, E•••••• O•
Call-readystate-registered adviser
- passed the Series 63 on 2026-03-16 after 16 years in the industry
  2026-03-16 (6 months ago). At A••, 11.6% with this moved within a year against 4.9% without it (2.4x, 2023 to 2025 cohorts). Source: IAPD individual record: exam date.
Timing
Strong timing
Value
$25M+
Team book $50M to $100M; portable at most $100M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
J••••• P•••• M•• F•••••••• C•••, F••••• M••••• T•
Call-readystate-registered adviser
- passed the Series 63 on 2026-02-26 after 16 years in the industry
  2026-02-26 (7 months ago). At A••, 11.6% with this moved within a year against 4.9% without it (2.4x, 2023 to 2025 cohorts). Source: IAPD individual record: exam date.
Timing
Strong timing
Value
$25M+
Team book $50M to $100M; portable at most $100M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
J••••• S••••••••• Q••••• F•••••••• H••••••• L••, K•••• T•
Call-readystate-registered adviser
- passed the Series 63 on 2025-09-26 after 5 years in the industry
  2025-09-26 (12 months ago). At A••, 11.6% with this moved within a year against 4.9% without it (2.4x, 2023 to 2025 cohorts). Source: IAPD individual record: exam date.
Timing
Strong timing
Value
$25M+
Team book $50M to $100M; portable at most $100M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
C•••• B•••• J••• M••••• S••••••••• L••, P••• B•••• G••••••• F•
Call-readywirehouse
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-04-14 (6 months ago). At J•••••••, 9.3% with this moved within a year against 5.5% without it (1.7x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  M•••••• B•••••••• to M••••• S••••••
Timing
Timing
measured at this firm
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
4 move with them
Contact
Direct
verified business email (apollo)
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
H•••• L•• J••• M••••• S••••••••• L••, C••• O• I•••••••• C•
Call-readywirehouse
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-06-02 (4 months ago). At J•••••••, 9.3% with this moved within a year against 5.5% without it (1.7x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  B•••••• H••••• to W•••• F•••• A•••••••
Timing
Timing
measured at this firm
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
3 move with them
Contact
Firm level
ESTIMATED email an address at jpmorgan.com (style first.last@jpmorgan.com reproduced 20 of 20 confident provider/published addresses at this firm (95% CI 84% to 100%); firm deliverability sample: UNVERIFIABLE (accept-all domain: the server accepts every address))
Who else to call: 4 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
R••• B••••••• J••• M••••• S••••••••• L••, S•••• M•••••• C•
Call-readywirehouse
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-06-02 (4 months ago). At J•••••••, 9.3% with this moved within a year against 5.5% without it (1.7x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  B•••••• H••••• to W•••• F•••• A•••••••
Timing
Timing
measured at this firm
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
3 move with them
Contact
Firm level
ESTIMATED email an address at jpmorgan.com (style first.last@jpmorgan.com reproduced 20 of 20 confident provider/published addresses at this firm (95% CI 84% to 100%); firm deliverability sample: UNVERIFIABLE (accept-all domain: the server accepts every address))
Who else to call: 5 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
J•••• B••••• C••••••••• F•••••••• N••••••, W••••••• M•
Call-readynational broker-dealer RIA
- 31 of the 93 advisors at this office left in the last 180 days (33%), against a median of 0% across the firm's other offices. 7 went to K••••• A••••••• S•••••••• L••
  2026-09-20 (6 days ago). At N•••••••••, 7.2% with this moved within a year against 3.9% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  J•••• W••••••• to K••••• A••••••• S•••••••• L••; J•••• M••••• to D•••••••• A••••••• S•••••••• L••; N••••••• S••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••; R••••• L•••••• to D•••••••• A••••••• S•••••••• L•• and 2 more
Timing
Timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
2 move with them
Contact
Firm level
provider email, not verified
Who else to call: 2 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
M••• R•••••••• J••• M••••• S••••••••• L••, G••••• C•••• N•
Call-readywirehouse
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-08-18 (39 days ago). At J•••••••, 9.3% with this moved within a year against 5.5% without it (1.7x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  L•••• P•••••• to A••••• A•• P••••••• S•••••••
Timing
Timing
measured at this firm
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
2 move with them
Contact
Firm level
ESTIMATED email an address at jpmorgan.com (style first.last@jpmorgan.com reproduced 20 of 20 confident provider/published addresses at this firm (95% CI 84% to 100%); firm deliverability sample: UNVERIFIABLE (accept-all domain: the server accepts every address))
M••••••••• F••••• J••• M••••• S••••••••• L••, P••••••• M•
Call-readywirehouse
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-08-18 (39 days ago). At J•••••••, 9.3% with this moved within a year against 5.5% without it (1.7x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  L•••• P•••••• to A••••• A•• P••••••• S•••••••
Timing
Timing
measured at this firm
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
2 move with them
Contact
Firm level
ESTIMATED email an address at jpmorgan.com (style first.last@jpmorgan.com reproduced 20 of 20 confident provider/published addresses at this firm (95% CI 84% to 100%); firm deliverability sample: UNVERIFIABLE (accept-all domain: the server accepts every address))
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
S•••••••• P•••••• J••• M••••• S••••••••• L••, S••••• I•••••• N•
Call-readywirehouse
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-08-18 (39 days ago). At J•••••••, 9.3% with this moved within a year against 5.5% without it (1.7x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  L•••• P•••••• to A••••• A•• P••••••• S•••••••
Timing
Timing
measured at this firm
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
2 move with them
Contact
Firm level
ESTIMATED email an address at jpmorgan.com (style first.last@jpmorgan.com reproduced 20 of 20 confident provider/published addresses at this firm (95% CI 84% to 100%); firm deliverability sample: UNVERIFIABLE (accept-all domain: the server accepts every address))
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
K•••••• S••••••• R••••• P••••••••• M••••••••• L••, M••••••••• P•
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-06 (3 months ago). At A••, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  S••••••• B•••• to O•••••• C•••••••• A•••••••• L••
Timing
Timing
Value
$25M+
Team book $50M to $100M; portable at most $100M, revenue at most $1M (transfer share is a judgment)
Team
2 move with them
Contact
Direct
published business email (firm_website)
Who else to call: 10 related advisors, 10 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
T•••• M••••• C••••••••• F•••••••• N••••••, W••••••• M•
Call-readynational broker-dealer RIA
- 31 of the 93 advisors at this office left in the last 180 days (33%), against a median of 0% across the firm's other offices. 7 went to K••••• A••••••• S•••••••• L••
  2026-09-20 (6 days ago). At N•••••••••, 7.2% with this moved within a year against 3.9% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  J•••• W••••••• to K••••• A••••••• S•••••••• L••; J•••• M••••• to D•••••••• A••••••• S•••••••• L••; N••••••• S••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••; R••••• L•••••• to D•••••••• A••••••• S•••••••• L•• and 2 more
Timing
Timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Direct
verified business email (apollo)
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
C••••• T•••• J••• M••••• S••••••••• L••, A••••••• C•
Call-readywirehouse
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-09-11 (15 days ago). At J•••••••, 9.3% with this moved within a year against 5.5% without it (1.7x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  J••••• K•••••• to C•••••••• G••••• M•••••• I•••
Timing
Timing
measured at this firm
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Firm level
ESTIMATED email an address at jpmorgan.com (style first.last@jpmorgan.com reproduced 20 of 20 confident provider/published addresses at this firm (95% CI 84% to 100%); firm deliverability sample: UNVERIFIABLE (accept-all domain: the server accepts every address))
Who else to call: 3 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
R•••••• K•••• R••••• P••••••••• M••••••••• L••, M••••••••• P•
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-06 (3 months ago). At A••, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  S••••••• B•••• to O•••••• C•••••••• A•••••••• L••
Timing
Timing
Value
$25M+
Team book $50M to $100M; portable at most $100M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email (firm_website)
Who else to call: 10 related advisors, 10 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
D•••• H•••••• A••• P•••••••, S•• P••••••••• F•
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-30 (3 months ago). At A••, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  K•••• S•••••• to F••••
Timing
Timing
Value
$25M+
Team book $50M to $100M; portable at most $100M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
W•••••• A••••• A••• P•••••••, S•• P••••••••• F•
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-30 (3 months ago). At A••, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  K•••• S•••••• to F••••
Timing
Timing
Value
$25M+
Team book $50M to $100M; portable at most $100M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
A•••• G•••••••• R••••••• C•••••• P••••••• L••, N•••••• B••••• C•
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-10 (4 months ago). At A••, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  B•••• D•••••• to C• A•••••••• L••
Timing
Timing
Value
$25M+
Team book $25M to $50M; portable at most $50M, revenue at most $500K (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
J••••• S• C•••• B•••• F•••••••• G••••• L••, C•••• C••••• M•
Call-readystate-registered adviser
- 2 known colleagues moved to an independent RIA in the last 180 days
  2026-05-28 (4 months ago). At A••, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  A••••• F••••••• to V••••• P••••••• W••••• A•••••••; K••• F•••••• to A••••••• S••••••• N••••••
Timing
Timing
Value
$25M+
Team book $50M to $100M; portable at most $100M, revenue at most $1M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Direct
published business email (firm_website)
Who else to call: 8 related advisors, 6 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
L•••••• R••••• R••••• G••••• I•••, P••••••• M•
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-05-13 (5 months ago). At A••, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  K•••• S•••• to F••••• I•••••••••
Timing
Timing
Value
$25M+
Team book $25M to $50M; portable at most $50M, revenue at most $500K (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
A••••• L•••• V•••• W••••• P•••••••, H••••••••• M•
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-05-01 (5 months ago). At A••, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  D••••• V••••••••• to N•••••••• A•••• M•••••••••
Timing
Timing
Value
$25M+
Team book $50M to $100M; portable at most $100M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
F•••• B••••• S•••••• N••••••• • C••••••• I•••••••••, C••••••••• T•
Call-readynational broker-dealer RIA
- 2 of the 9 advisors at this office left in the last 180 days (22%), against a median of 0% across the firm's other offices. 2 went to E••••• J••••
  2026-04-29 (5 months ago). At N•••••••••, 7.2% with this moved within a year against 3.9% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  D•••• H•••••• to E••••• J••••; W•••••• M••••• to E••••• J••••
Timing
Timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Direct
published business email (firm_website)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
F•••• B••••• J•• S•••••• N••••••• • C••••••• I•••••••••, C••••••••• T•
Call-readynational broker-dealer RIA
- 2 of the 9 advisors at this office left in the last 180 days (22%), against a median of 0% across the firm's other offices. 2 went to E••••• J••••
  2026-04-29 (5 months ago). At N•••••••••, 7.2% with this moved within a year against 3.9% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  D•••• H•••••• to E••••• J••••; W•••••• M••••• to E••••• J••••
Timing
Timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Direct
published business email (firm_website)
J••• F•••• C•••• P•••••• W•••••• L••, M••••••••• N•
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-04-22 (5 months ago). At A••, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  C••••••••• N•••••••• to M••••••
Timing
Timing
Value
$25M+
Team book $50M to $100M; portable at most $100M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
T•••••• W••••••• B•••• W•••••, I••••••••• I•
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-22 (4 days ago). At A••, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  S••••• K••••••• to A••••• W•••••
Timing
Timing
Value
$25M+
Team book $50M to $100M; portable at most $100M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
B•••••• M•••••• M•••••• W••••• M•••••••••, P•••••••• A•
Call-readystate-registered adviser
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-21 (5 days ago). At A••, 6.2% with this moved within a year against 4.9% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  D•••• W••••••••• to C••••••••• F••••••••
Timing
Timing
Value
$25M+
Team book $50M to $100M; portable at most $100M, revenue at most $1M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email (firm_website)
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
R••••• B••••• C••••••••• F•••••••• N••••••, W••••••• M•
Call-readynational broker-dealer RIA
- 31 of the 93 advisors at this office left in the last 180 days (33%), against a median of 0% across the firm's other offices. 7 went to K••••• A••••••• S•••••••• L••
  2026-09-20 (6 days ago). At N•••••••••, 7.2% with this moved within a year against 3.9% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  J•••• W••••••• to K••••• A••••••• S•••••••• L••; J•••• M••••• to D•••••••• A••••••• S•••••••• L••; N••••••• S••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••; R••••• L•••••• to D•••••••• A••••••• S•••••••• L•• and 2 more
Timing
Timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Direct
verified business email (apollo)
Business ties: Some: 1 real-estate entity on file. A measure of business ties, not of book size or clients.
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
J••• S•••••• C••••••••• F•••••••• N••••••, W••••••• M•
Call-readynational broker-dealer RIA
- 31 of the 93 advisors at this office left in the last 180 days (33%), against a median of 0% across the firm's other offices. 7 went to K••••• A••••••• S•••••••• L••
  2026-09-20 (6 days ago). At N•••••••••, 7.2% with this moved within a year against 3.9% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  J•••• W••••••• to K••••• A••••••• S•••••••• L••; J•••• M••••• to D•••••••• A••••••• S•••••••• L••; N••••••• S••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••; R••••• L•••••• to D•••••••• A••••••• S•••••••• L•• and 2 more
Timing
Timing
Value
$25M+
Personal book $50M to $500M; portable $50M to $500M, revenue $250K to $5M
Team
No team seen
Contact
Direct
verified business email (apollo)

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