Advisors to call now

Offices that lost 20% or more of their advisors in 180 days.

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

Melissa Gannon Castle Wealth Management, Boynton Beach, Fl
Call-readyindependent RIA
- 3 of the 8 advisors at this office left in the last 180 days (38%). 2 went to Fortis Capital Advisors, LLC
  2026-07-06 (3 months ago). At independent RIAs, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  Nicholas Darzentas to Fortis Capital Advisors, Llc; Lori Fernicola to Fortis Capital Advisors, Llc; Amber Dakar to J.P. Morgan Securities Llc
- 2 known colleagues moved to an independent RIA in the last 180 days. 2 went to Fortis Capital Advisors, LLC
  2026-07-06 (3 months ago). At independent RIAs, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  Nicholas Darzentas to Fortis Capital Advisors, Llc; Lori Fernicola to Fortis Capital Advisors, Llc
Timing
Strong timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email (firm_website)
Scott Worley Castle Wealth Management, Boynton Beach, Fl
Call-readyindependent RIA
- 3 of the 8 advisors at this office left in the last 180 days (38%). 2 went to Fortis Capital Advisors, LLC
  2026-07-06 (3 months ago). At independent RIAs, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  Nicholas Darzentas to Fortis Capital Advisors, Llc; Lori Fernicola to Fortis Capital Advisors, Llc; Amber Dakar to J.P. Morgan Securities Llc
- 2 known colleagues moved to an independent RIA in the last 180 days. 2 went to Fortis Capital Advisors, LLC
  2026-07-06 (3 months ago). At independent RIAs, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  Lori Fernicola to Fortis Capital Advisors, Llc; Nicholas Darzentas to Fortis Capital Advisors, Llc
Timing
Strong timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email (firm_website)
Christina Worley Castle Wealth Management, Boynton Beach, Fl
Call-readyindependent RIA
- 3 of the 8 advisors at this office left in the last 180 days (38%). 2 went to Fortis Capital Advisors, LLC
  2026-07-06 (3 months ago). At independent RIAs, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  Nicholas Darzentas to Fortis Capital Advisors, Llc; Lori Fernicola to Fortis Capital Advisors, Llc; Amber Dakar to J.P. Morgan Securities Llc
- 2 known colleagues moved to an independent RIA in the last 180 days. 2 went to Fortis Capital Advisors, LLC
  2026-07-06 (3 months ago). At independent RIAs, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  Lori Fernicola to Fortis Capital Advisors, Llc; Nicholas Darzentas to Fortis Capital Advisors, Llc
Timing
Strong timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email (firm_website)
J••••••• S••••• C•••••• C••••••• L••, N••••••• M•
Call-readyindependent RIA
- 2 of the 7 advisors at this office left in the last 180 days (29%). 2 went to R••••• C•••••• A•••••••
  2026-04-06 (6 months ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  K•••••• H••••• to R••••• C•••••• A•••••••; H•••• J••••••• to R••••• C•••••• A•••••••
Timing
Strong timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
R••••• M••••••• C•••••• C••••••• L••, N••••••• M•
Call-readyindependent RIA
- 2 of the 7 advisors at this office left in the last 180 days (29%). 2 went to R••••• C•••••• A•••••••
  2026-04-06 (6 months ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  K•••••• H••••• to R••••• C•••••• A•••••••; H•••• J••••••• to R••••• C•••••• A•••••••
Timing
Strong timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
R••• T••••••• C•••••• C••••••• L••, N••••••• M•
Call-readyindependent RIA
- 2 of the 7 advisors at this office left in the last 180 days (29%). 2 went to R••••• C•••••• A•••••••
  2026-04-06 (6 months ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  K•••••• H••••• to R••••• C•••••• A•••••••; H•••• J••••••• to R••••• C•••••• A•••••••
Timing
Strong timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
M•••• S•••• C•••••• C••••••• L••, N••••••• M•
Call-readyindependent RIA
- 2 of the 7 advisors at this office left in the last 180 days (29%). 2 went to R••••• C•••••• A•••••••
  2026-04-06 (6 months ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  K•••••• H••••• to R••••• C•••••• A•••••••; H•••• J••••••• to R••••• C•••••• A•••••••
Timing
Strong timing
Value
$250M+
Team book $250M to $500M; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
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)
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)
J•••• W•••• P•••••••• A•••••••, W••••••••• V•
Call-readybroker-dealer affiliated
- 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 H••••••••• F•••••••• G••••
  2026-07-07 (3 months ago). At B•••••••••, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  R••• D•••••• to H••••••••• F•••••••• G••••; K•••••• F•••• to H••••••••• F•••••••• G••••
Timing
Strong timing
Value
Under $25M
Personal book under $100M; portable under $100M, revenue under $1M
Team
No team seen
Contact
Firm level
provider email, not verified
R•••••• W••••• I••••••• W••••• M••••••••• L••, C•••••••• A•
Call-readyindependent RIA
- 2 of the 8 advisors at this office left in the last 180 days (25%). 2 went to R•••• W••••• P•••••••
  2026-05-29 (4 months ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  L••••• F•••• to R•••• W••••• P•••••••; M••••• H••• to R•••• W••••• P•••••••
Timing
Strong timing
Value
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
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).
R•••• C••• I••••••• W••••• M••••••••• L••, C•••••••• A•
Call-readyindependent RIA
- 2 of the 8 advisors at this office left in the last 180 days (25%). 2 went to R•••• W••••• P•••••••
  2026-05-29 (4 months ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  L••••• F•••• to R•••• W••••• P•••••••; M••••• H••• to R•••• W••••• P•••••••
Timing
Strong timing
Value
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
Contact
Professional
professional profile page
E••••• P••••••• I••••••• W••••• M••••••••• L••, C•••••••• A•
Call-readyindependent RIA
- 2 of the 8 advisors at this office left in the last 180 days (25%). 2 went to R•••• W••••• P•••••••
  2026-05-29 (4 months ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  L••••• F•••• to R•••• W••••• P•••••••; M••••• H••• to R•••• W••••• P•••••••
Timing
Strong timing
Value
Not estimable
Book not estimable; portable at most $1B, revenue at most $10M (transfer share is a judgment)
Team
2 move with them
Contact
Firm level
firm contact form or inbox
D•• J••••• A••••• A•••••••, L••••• U•
Call-readyindependent RIA
- 5 of the 11 advisors at this office left in the last 180 days (45%). 5 went to T••••• W••••• M••••••••• L••
  2026-04-08 (6 months ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  A••• G••••• to T••••• W••••• M••••••••• L••; J•••• B•••••••• to T••••• W••••• M••••••••• L••; R•••• L••• to T••••• W••••• M••••••••• L••; T•••• T••••••• to T••••• W••••• M••••••••• L•• and 1 more
- 5 known colleagues moved to an independent RIA in the last 180 days. 5 went to T••••• W••••• M••••••••• L••
  2026-04-08 (6 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  A••• G••••• to T••••• W••••• M••••••••• L••; R•••• L••• to T••••• W••••• M••••••••• L••; J•••• B•••••••• to T••••• W••••• M••••••••• L••; T•••• T••••••• to T••••• W••••• M••••••••• L•• and 1 more
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2 move with them
Contact
Firm level
firm contact form or inbox
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
R••• B••• A••••• A•••••••, L••••• U•
Call-readyindependent RIA
- 5 of the 11 advisors at this office left in the last 180 days (45%). 5 went to T••••• W••••• M••••••••• L••
  2026-04-08 (6 months ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  A••• G••••• to T••••• W••••• M••••••••• L••; J•••• B•••••••• to T••••• W••••• M••••••••• L••; R•••• L••• to T••••• W••••• M••••••••• L••; T•••• T••••••• to T••••• W••••• M••••••••• L•• and 1 more
- 5 known colleagues moved to an independent RIA in the last 180 days. 5 went to T••••• W••••• M••••••••• L••
  2026-04-08 (6 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  T•••• T••••••• to T••••• W••••• M••••••••• L••; A••• G••••• to T••••• W••••• M••••••••• L••; J•••• B•••••••• to T••••• W••••• M••••••••• L••; R•••• L••• to T••••• W••••• M••••••••• L•• and 1 more
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
Contact
Direct
verified business email (hunter)
Who else to call: 5 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
T••••• D•••• A••••• A•••••••, L••••• U•
Call-readyindependent RIA
- 5 of the 11 advisors at this office left in the last 180 days (45%). 5 went to T••••• W••••• M••••••••• L••
  2026-04-08 (6 months ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  A••• G••••• to T••••• W••••• M••••••••• L••; J•••• B•••••••• to T••••• W••••• M••••••••• L••; R•••• L••• to T••••• W••••• M••••••••• L••; T•••• T••••••• to T••••• W••••• M••••••••• L•• and 1 more
- 5 known colleagues moved to an independent RIA in the last 180 days. 5 went to T••••• W••••• M••••••••• L••
  2026-04-08 (6 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  A••• G••••• to T••••• W••••• M••••••••• L••; T•••• T••••••• to T••••• W••••• M••••••••• L••; R•••• L••• to T••••• W••••• M••••••••• L••; J•••• B•••••••• to T••••• W••••• M••••••••• L•• and 1 more
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
2-person high-confidence team
Contact
Direct
verified business email (hunter)
Who else to call: 5 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
G••••• P••••• R•••••••• A•••••••, A••••••• G•
Call-readyindependent RIA
- 2 of the 9 advisors at this office left in the last 180 days (22%). 2 went to W••••••• C••••••
  2026-08-25 (32 days ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  S••••• C•••••• to W••••••• C••••••; D•••• H••••• to W••••••• C••••••
- 2 known colleagues moved to an independent RIA in the last 180 days. 2 went to W••••••• C••••••
  2026-08-25 (32 days ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  S••••• C•••••• to W••••••• C••••••; D•••• H••••• to W••••••• C••••••
Timing
Strong timing
Value
Not estimable
Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
A••• M••••••• S••••• I••••••••• A•••••••• L••, S•• L••••• M•
Call-readybroker-dealer affiliated
- 18 of the 28 advisors at this office left in the last 180 days (64%). 8 went to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
  2026-08-24 (33 days ago). At B•••••••••, 13.0% with this moved within a year against 5.3% without it (2.5x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  Z•••••• T••••••• to S•••••• N••••••• • C••••••• I•••••••••; S•••• N•••••• to B••••••• F• E•••••• • C••••••• I•••••••••; T•••• W•••••• to B••••••• F• E•••••• • C••••••• I•••••••••; B•••• L••• to W•••• F•••• A••••••• and 2 more
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email (firm_website)
D•••• T•••••• S•••• L••, F••• W••••• T•
Call-readyindependent RIA
- 3 of the 9 advisors at this office left in the last 180 days (33%)
  2026-08-21 (36 days ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  S•••• F•••••• to P••••• W••••• G••••• L••; K••• M•••••••• to L•• F•••••••• L••; C••••• S••••• to Q•••••• W••••• M••••••••• L••
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-05-29 (4 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  C••••• S••••• to Q•••••• W••••• M••••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email (hunter)
K•••• B••••••• S•••• L••, F••• W••••• T•
Call-readyindependent RIA
- 3 of the 9 advisors at this office left in the last 180 days (33%)
  2026-08-21 (36 days ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  S•••• F•••••• to P••••• W••••• G••••• L••; K••• M•••••••• to L•• F•••••••• L••; C••••• S••••• to Q•••••• W••••• M••••••••• L••
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-05-29 (4 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  C••••• S••••• to Q•••••• W••••• M••••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
R•••••• V•• K•••• L•• A•••••••• L••, P••••••••• N•
Call-readyindependent RIA
- 2 of the 9 advisors at this office left in the last 180 days (22%)
  2026-08-17 (40 days ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  P••• S••••••• to F••••••; J••••••• T••••• to J•• W•••••
- 3 known colleagues moved to an independent RIA in the last 180 days
  2026-08-17 (40 days ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  P••• S••••••• to F••••••; K•••• P•••• to P••••••••; J••••••• T••••• to J•• W•••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email (hunter)
A•••••• A•••• L•• A•••••••• L••, P••••••••• N•
Call-readyindependent RIA
- 2 of the 9 advisors at this office left in the last 180 days (22%)
  2026-08-17 (40 days ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  P••• S••••••• to F••••••; J••••••• T••••• to J•• W•••••
- 2 known colleagues moved to an independent RIA in the last 180 days
  2026-08-17 (40 days ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  P••• S••••••• to F••••••; J••••••• T••••• to J•• W•••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email (hunter)
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
A•••••• B••• L•• A•••••••• L••, P••••••••• N•
Call-readyindependent RIA
- 2 of the 9 advisors at this office left in the last 180 days (22%)
  2026-08-17 (40 days ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  P••• S••••••• to F••••••; J••••••• T••••• to J•• W•••••
- 2 known colleagues moved to an independent RIA in the last 180 days
  2026-08-17 (40 days ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  P••• S••••••• to F••••••; J••••••• T••••• to J•• W•••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
published business email (firm_website)
L••• V•• D•••• L•• A•••••••• L••, P••••••••• N•
Call-readyindependent RIA
- 2 of the 9 advisors at this office left in the last 180 days (22%)
  2026-08-17 (40 days ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  P••• S••••••• to F••••••; J••••••• T••••• to J•• W•••••
- 2 known colleagues moved to an independent RIA in the last 180 days
  2026-08-17 (40 days ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  P••• S••••••• to F••••••; J••••••• T••••• to J•• W•••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email (apollo)
J••••• Z••••• L•• A•••••••• L••, P••••••••• N•
Call-readyindependent RIA
- 2 of the 9 advisors at this office left in the last 180 days (22%)
  2026-08-17 (40 days ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  P••• S••••••• to F••••••; J••••••• T••••• to J•• W•••••
- 2 known colleagues moved to an independent RIA in the last 180 days
  2026-08-17 (40 days ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  P••• S••••••• to F••••••; J••••••• T••••• to J•• W•••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email (hunter)
J•••••• W••••• L•• A•••••••• L••, P••••••••• N•
Call-readyindependent RIA
- 2 of the 9 advisors at this office left in the last 180 days (22%)
  2026-08-17 (40 days ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  P••• S••••••• to F••••••; J••••••• T••••• to J•• W•••••
- 3 known colleagues moved to an independent RIA in the last 180 days
  2026-08-17 (40 days ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  P••• S••••••• to F••••••; K•••• P•••• to P••••••••; J••••••• T••••• to J•• W•••••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Direct
verified business email (hunter)
S•••••• P••• K•• F••••••••• I•••, W••• C••••••• P•
Call-readyindependent RIA
- 2 of the 10 advisors at this office left in the last 180 days (20%). 2 went to L•• F•••••••• L••
  2026-07-17 (2 months ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  T••••• B••••••• to L•• F•••••••• L••; S••••• B••• to L•• F•••••••• L••
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-04-02 (6 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  K••••••••• T••••••• to M••••• W••••• M••••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
M•••••• M••••••••• K•• F••••••••• I•••, W••• C••••••• P•
Call-readyindependent RIA
- 2 of the 10 advisors at this office left in the last 180 days (20%). 2 went to L•• F•••••••• L••
  2026-07-17 (2 months ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  T••••• B••••••• to L•• F•••••••• L••; S••••• B••• to L•• F•••••••• L••
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-04-02 (6 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  K••••••••• T••••••• to M••••• W••••• M••••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
E•••••••• M••••• K•• F••••••••• I•••, W••• C••••••• P•
Call-readyindependent RIA
- 2 of the 10 advisors at this office left in the last 180 days (20%). 2 went to L•• F•••••••• L••
  2026-07-17 (2 months ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  T••••• B••••••• to L•• F•••••••• L••; S••••• B••• to L•• F•••••••• L••
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-04-02 (6 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  K••••••••• T••••••• to M••••• W••••• M••••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
M•••••• B•••••• K•• F••••••••• I•••, W••• C••••••• P•
Call-readyindependent RIA
- 2 of the 10 advisors at this office left in the last 180 days (20%). 2 went to L•• F•••••••• L••
  2026-07-17 (2 months ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  T••••• B••••••• to L•• F•••••••• L••; S••••• B••• to L•• F•••••••• L••
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-04-02 (6 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  K••••••••• T••••••• to M••••• W••••• M••••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
L••••••• profile; professional profile page
D•••• K•••••• K•• F••••••••• I•••, W••• C••••••• P•
Call-readyindependent RIA
- 2 of the 10 advisors at this office left in the last 180 days (20%). 2 went to L•• F•••••••• L••
  2026-07-17 (2 months ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  T••••• B••••••• to L•• F•••••••• L••; S••••• B••• to L•• F•••••••• L••
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-04-02 (6 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  K••••••••• T••••••• to M••••• W••••• M••••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
R•••••• E•••••• K•• F••••••••• I•••, W••• C••••••• P•
Call-readyindependent RIA
- 2 of the 10 advisors at this office left in the last 180 days (20%). 2 went to L•• F•••••••• L••
  2026-07-17 (2 months ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  T••••• B••••••• to L•• F•••••••• L••; S••••• B••• to L•• F•••••••• L••
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-04-02 (6 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  K••••••••• T••••••• to M••••• W••••• M••••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
E••• F•••••• K•• F••••••••• I•••, W••• C••••••• P•
Call-readyindependent RIA
- 2 of the 10 advisors at this office left in the last 180 days (20%). 2 went to L•• F•••••••• L••
  2026-07-17 (2 months ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  T••••• B••••••• to L•• F•••••••• L••; S••••• B••• to L•• F•••••••• L••
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-04-02 (6 months ago). At I•••••••••, 6.9% with this moved within a year against 5.3% without it (1.3x, 2023 to 2025 cohorts). Source: IAPD registrations: colleague moves.
  K••••••••• T••••••• to M••••• W••••• M••••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
professional profile page
P•••••• L•• W••••• M••••••••• C•••• L••, S••• L••• C•••• U•
Call-readyindependent RIA
- 2 of the 9 advisors at this office left in the last 180 days (22%)
  2026-07-16 (2 months ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  B•••••• S•••••• to P••••••••• S••••••••• C•••••••••; M••••• R••• to D••• D••••••• • C••
Timing
Strong timing
Value
Not estimable
Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email (hunter)
K••• M••••••• W••••• M••••••••• C•••• L••, S••• L••• C•••• U•
Call-readyindependent RIA
- 2 of the 9 advisors at this office left in the last 180 days (22%)
  2026-07-16 (2 months ago). At I•••••••••, 16.4% with this moved within a year against 5.4% without it (3.0x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  B•••••• S•••••• to P••••••••• S••••••••• C•••••••••; M••••• R••• to D••• D••••••• • C••
Timing
Strong timing
Value
Not estimable
Book not estimable; portable at most $500M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email (hunter)

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