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.
Someone who moved firms with this advisor before has just left.
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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).
- 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).
- Nancy Lyons Merrill Lynch, Pierce, Fenner & Smith Incorporated, Chester, NjCall-readywirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-04. null went to Morgan Stanley2026-05-04 (5 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).Lewis Block to Morgan Stanley
- Timing
- Strong 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 ml.com (hunter)
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).
- G•••• S••••••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, C••••••• N•Call-readywirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-05-04. null went to M••••• S••••••2026-05-04 (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).L•••• B•••• to M••••• S••••••
- Timing
- Strong 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 ml.com (hunter); LinkedIn profile
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).
- C•••• B•••• J••• M••••• S••••••••• L••, P••• B•••• G••••••• F•Call-readywirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-04-14. null went to M••••• S••••••2026-04-14 (6 months 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).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
- Professional
- L••••••• profile; catch-all email at jpmorgan.com, not verified
Who else to call: 2 related advisors, 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).
- H•••• L•• J••• M••••• S••••••••• L••, C••• O• I•••••••• C•Call-readywirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-02. null went to W•••• F••••2026-06-02 (4 months 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).B•••••• H••••• to W•••• F••••
- 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
- catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Who else to call: 4 related advisors, 4 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).
- R••• B••••••• J••• M••••• S••••••••• L••, S•••• M•••••• C•Call-readywirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-02. null went to W•••• F••••2026-06-02 (4 months 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).B•••••• H••••• to W•••• F••••
- 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
- catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Who else to call: 5 related advisors, 4 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).
- 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).
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