DFX Intelligence
For recruiters
Advisors to call nowHow this list is builtEvery reason is a filed fact with its date: an office that lost its people, someone who moved firms with this advisor before and has just left, a newly filed adviser they own, an exam just passed. Beside each is how often advisors with the same fact moved within a year, for their own firm where the history is large enough, otherwise their channel.Timing, practice size, team and contact are shown separately and never added up. The order is timing first, then size, then team, then how recent the fact is, then how reachable the advisor is. None of this is a statement that anyone plans to leave.
Anything dated in the last 90 days, measured or not.
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- Zachary Koch Commonwealth Financial Network, Buffalo, NyCall-readynational broker-dealer RIA
- the most senior member of this advisor's prior co-move team left the firm on 2026-08-13. null went to Raymond James2026-08-13 (44 days ago). Across all advisors, 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).Sarah Fuller to Raymond James
- Timing
- Strong timing
- Value
- $25M+
- Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
- Team
- 5 move with them
- Contact
- Firm level
- catch-all email (domain accepts every address, unverifiable) at commonwealth.com
Who else to call: 4 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; a meaningful reason; who works with them (team unresolved).
- William Kemple Commonwealth Financial Network, East Longmeadow, MaCall-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 Partners2026-08-10 (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
- Professional
- LinkedIn profile; catch-all email at commonwealth.com, not verified
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).
Missing: a usable practice size; who works with them (team unresolved).
- Carlos Tseng J.P. Morgan Securities LLC, Arcadia, CaCall-readywirehouse
- the most senior member of this advisor's prior co-move team left the firm on 2026-09-11. null went to Citi2026-09-11 (15 days 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).Justin Koroyan to Citi
- Timing
- Strong timing
- Value
- $25M+
- Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
- 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, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
- W•••••• H•••••• C••••••••• F•••••••• N••••••, A••••••••• G•Call-readynational broker-dealer RIA
- this office went from 10 to 7 registered advisors over the last year, with 3 leaving for other firms (latest 2026-08-20)2026-08-20 (37 days ago). At N•••••••••, 8.2% with this moved within a year against 3.9% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- $25M+
- Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
- Team
- No team seen
- Contact
- Firm level
- catch-all email (domain accepts every address, unverifiable) at commonwealth.com
Missing: a usable practice size; who works with them (team unresolved).
- 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
- Direct
- verified business email at virjiinvestments.com (hunter); LinkedIn profile
Missing: who works with them (team unresolved).
- B•••• F•••••• C••••••••• F•••••••• N••••••, O••••••• P•••• K•Call-readynational broker-dealer RIA
- this office went from 34 to 25 registered advisors over the last year, with 10 leaving for other firms (latest 2026-07-07)2026-07-07 (3 months ago). At N•••••••••, 8.2% with this moved within a year against 3.9% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- $25M+
- Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
- Team
- No team seen
- Contact
- Firm level
- catch-all email (domain accepts every address, unverifiable) at commonwealth.com
Missing: a usable practice size; who works with them (team unresolved).
- C••••• Y•••• C••••••••• F•••••••• N••••••, O••••••• P•••• K•Call-readynational broker-dealer RIA
- this office went from 34 to 25 registered advisors over the last year, with 10 leaving for other firms (latest 2026-07-07)2026-07-07 (3 months ago). At N•••••••••, 8.2% with this moved within a year against 3.9% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- $25M+
- Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
- Team
- No team seen
- Contact
- Firm level
- catch-all email (domain accepts every address, unverifiable) at commonwealth.com
Missing: a usable practice size; the full regulatory record; who works with them (team unresolved).
- S•••• H••• C••••••••• F•••••••• N••••••, O••••••• P•••• K•Call-readynational broker-dealer RIA
- this office went from 34 to 25 registered advisors over the last year, with 10 leaving for other firms (latest 2026-07-07)2026-07-07 (3 months ago). At N•••••••••, 8.2% with this moved within a year against 3.9% without it (2.1x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- Timing
- Strong timing
- Value
- $25M+
- Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
- Team
- No team seen
- Contact
- Firm level
- catch-all email (domain accepts every address, unverifiable) at commonwealth.com
Missing: a usable practice size; who works with them (team unresolved).
- R•••••• G••••• M• P•••••• T•••, L•••• U•Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-01)2026-07-01 (3 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).
- 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
- Direct
- published business email at equipyourfuture.com (firm_website)
Missing: who works with them (team unresolved).
- R••• R•••••••• M• P•••••• T•••, L•••• U•Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-01)2026-07-01 (3 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).
- 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
- Professional
- L••••••• profile; 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).
Missing: who works with them (team unresolved).
- B••• E•••••• M• P•••••• T•••, L•••• U•Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-01)2026-07-01 (3 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).
- 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
- Professional
- L••••••• profile; professional profile page
Missing: who works with them (team unresolved).
- T•••• H••••• M• P•••••• T•••, L•••• U•Call-readyindependent RIA
- 20% of this office left for other firms in the last six months (latest 2026-07-01)2026-07-01 (3 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).
- 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
- Professional
- L••••••• profile; professional profile page
Missing: who works with them (team unresolved).
- M••• R•••••••• J••• M••••• S••••••••• L••, G••••• C•••• N•Call-readywirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-18. null went to A••••• A•• P••••••• S•••••••2026-08-18 (39 days ago). At J•••••••, 9.9% with this moved within a year against 5.5% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).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
- catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Missing: a usable practice size; who works with them (team unresolved).
- M••••••••• F••••• J••• M••••• S••••••••• L••, P••••••• M•Call-readywirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-18. null went to A••••• A•• P••••••• S•••••••2026-08-18 (39 days ago). At J•••••••, 9.9% with this moved within a year against 5.5% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).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
- catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
- S•••••••• P•••••• J••• M••••• S••••••••• L••, S••••• I•••••• N•Call-readywirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-08-18. null went to A••••• A•• P••••••• S•••••••2026-08-18 (39 days ago). At J•••••••, 9.9% with this moved within a year against 5.5% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).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
- catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
- T•••••• L•••••• W•••• F•••• A•••••••, W•••••••• O•Call-readywirehouse
- this office went from 13 to 8 registered advisors over the last year, with 5 leaving for other firms (latest 2026-08-19)2026-08-19 (38 days ago). At W•••• F••••, 8.3% with this moved within a year against 5.3% without it (1.6x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- 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
- Direct
- verified business email at wellsfargoadvisors.com (apollo); LinkedIn profile
Business ties: No outside business, investment or board involvement on file; 1 community membership(s) without an officer or board role.
Missing: a usable practice size; a meaningful reason; who works with them (team unresolved).
- A•••• D•••• A••••••••• F•••••••• S•••••••• L••, R••••••••• T•Call-readynational broker-dealer RIA
- this office went from 12 to 8 registered advisors over the last year, with 5 leaving for other firms (latest 2026-07-08)2026-07-08 (3 months ago). At A•••••••••, 8.2% with this moved within a year against 4.3% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (registered branch city).
- 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
- provider email, not verified at the firm's domain
Missing: a usable practice size; a meaningful reason; who works with them (team unresolved).
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