Advisors to call now

Anything dated in the last 90 days, measured or not.

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

Marc Shachtman True Wealth Advisory Group, Coral Gables, Fl
Call-readymixed wealth
- passed the Series 63 on 2026-08-03 after 23 years in the industry
  2026-08-03 (54 days ago). Across all advisors, 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
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email (firm_website)
George Beylouni Bey-Douglas, LLC Investment Counsel, Atlanta, Ga
independent RIA
- 2 of the 9 advisors at this office left in the last 180 days (22%). 2 went to Waterloo Capital
  2026-08-25 (32 days 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.
  Stuart Canzeri to Waterloo Capital; David Hughes to Waterloo Capital
- 2 known colleagues moved to an independent RIA in the last 180 days. 2 went to Waterloo Capital
  2026-08-25 (32 days 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.
  Stuart Canzeri to Waterloo Capital; David Hughes to Waterloo Capital
Timing
Strong timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email (hunter)
Before a call: mid-move on the record.
Adam Hill Bey-Douglas, LLC Investment Counsel, Atlanta, Ga
independent RIA
- 2 of the 9 advisors at this office left in the last 180 days (22%). 2 went to Waterloo Capital
  2026-08-25 (32 days 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.
  Stuart Canzeri to Waterloo Capital; David Hughes to Waterloo Capital
- 2 known colleagues moved to an independent RIA in the last 180 days. 2 went to Waterloo Capital
  2026-08-25 (32 days 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.
  David Hughes to Waterloo Capital; Stuart Canzeri to Waterloo Capital
Timing
Strong timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
Before a call: mid-move on the record.
E••••• M•••• B••••••••• L•• I••••••••• C••••••, A••••••• G•
independent 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.
  D•••• H••••• to W••••••• C••••••; S••••• C•••••• to W••••••• C••••••
Timing
Strong timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: mid-move on the record.
G•••••• E••••• C•• W••••• A••••••• L••, M••••••• W•
independent RIA
- passed the Series 63 on 2026-07-02 after 19 years in the industry
  2026-07-02 (3 months 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.
- passed the Series 65 on 2026-03-06 after 19 years in the industry
  2026-03-06 (7 months ago). At I•••••••••, 8.6% with this moved within a year against 5.4% without it (1.6x, 2023 to 2025 cohorts). Source: IAPD individual record: exam date.
Timing
Strong timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a contact route; mid-move on the record.
A•••• R••••• C•••••• C••••••••• • A•••• M•••••••••, L••••••• N•
Call-readyindependent RIA
- passed the Series 63 on 2026-06-26 after 11 years in the industry
  2026-06-26 (3 months 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
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
J•••••• B•••• P••••• W••••• P•••••••• L••, A••••• C•
independent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-08-05 (52 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.
  R••••• J••••• M•••••• to B••• F•••••••• G••••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
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: a contact route.
J••••• S••••••• F••••• L••••• F•••••••• S••••••••• L••, C•••• N•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-31 (57 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.
  J••• L••• to R••••• F••••••••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
L••••••• 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).
T••• I••••••• F••••• L••••• F•••••••• S••••••••• L••, C•••• N•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-31 (57 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.
  J••• L••• to R••••• F••••••••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
T•••• M•••• S••••• C••••••, B••••••••• O•
Call-readyindependent RIA
- 2 known colleagues moved to an independent RIA in the last 180 days
  2026-07-07 (3 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.
  M•••• L•••• to B••••• C•••••• M••••••••• I•••; C••••••••• J•••••• to P••• F•••••••• A•••••••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
J•••• D•••••• C••••••••• P•••••••• M•••••••••, O••••••• P•••• K•
Call-readyindependent RIA
- 2 known colleagues moved to an independent RIA in the last 180 days
  2026-07-06 (3 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.
  D•••• P•••• to I•••••• F•••••••• S•••••••; R•• E•••• to W••••• E••••••••• A••••••• S•••••••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email (firm_website)
D•••• T••••••• H••••••• A•••• M••••••••• L••, B•••••• M•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-06 (3 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.
  D•••• P•••• to I•••••• F•••••••• S•••••••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email (firm_website)
A••• L•• A••••• P•••••• W•••••, B••• R••••• F•
independent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-06 (3 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.
  N••••••• D•••••••• to F••••• C•••••• A•••••••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
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: joined the current firm under a year ago.
J••• E•••••••• A••••• P•••••• W•••••, B••• R••••• F•
independent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-06 (3 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.
  N••••••• D•••••••• to F••••• C•••••• A•••••••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: joined the current firm under a year ago.
D••••• M•••••• F•••••• W••••• A•••••••• L••, B••••••••• M•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-03 (3 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.
  M••• Y••••• to E•••• F•••••••• G••••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email (firm_website)
M••••••• M•••••• F•••••• W••••• A•••••••• L••, B••••••••• M•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-03 (3 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.
  M••• Y••••• to E•••• F•••••••• G••••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (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).
G••• R••• P•••••• P•••••• W••••• M••••••••• L••, P••• H•••••• F•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-03 (3 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.
  M••• Y••••• to E•••• F•••••••• G••••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Professional
professional profile page
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
T••••• D••••• S••••••• F•••••••• G••••, S•• D••••• C•
Call-readyindependent RIA
- 3 known colleagues moved to an independent RIA in the last 180 days. 3 went to M••••• C•••••• G••••
  2026-07-02 (3 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•••••• C•••• to M••••• C•••••• G••••; R••••• K•••• to M••••• C•••••• G••••; A•••••• Z•••••• to M••••• C•••••• G••••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
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•••••• W••• F•••••• W•••••, L••• T•••• C•
independent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-02 (3 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••••• C••••••• to F•••••• W•••••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: mid-move on the record.
A••••• C••••••• F•••••• W•••••, L••• T•••• C•
independent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-02 (3 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.
  J•••••• W••• to F•••••• W•••••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: mid-move on the record.
P••• R••••••• H•••• • A••••••••• W••••• M••••••••• L••, C•••• N•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-01 (3 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•••••• B•••••••• to W••••• E••••••••• A••••••• S•••••••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Direct
published business email (firm_website)
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
C••••• H•••• H•••• • A••••••••• W••••• M••••••••• L••, C•••• N•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-07-01 (3 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•••••• B•••••••• to W••••• E••••••••• A••••••• S•••••••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
2-person high-confidence team
Contact
Firm level
firm contact form or inbox
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
R••••• R•••••• S••••• C•••••• M•••••••••, A•••••••• T•
independent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-06-25 (3 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••••••••• C•••••• to C••• I••••••••• A•••••••• I•••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a contact route.
D•••• F•••••• A•••• A•••••••• L••, P••••••••• P•
independent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-22 (4 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••••• K••••••• to A••••• W•••••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a contact route; joined the current firm under a year ago.
T•••••• D••••• D••••• W••••• M••••••••• L••, O•• B••••• I•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-16 (10 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.
  W•••• S••••• to B••• A••••••••• I••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email (firm_website)
V••••••• D••••• B•••••• W••••• C••••••••• L••, S••••• G••••• I•
Call-readyindependent RIA
- 2 known colleagues moved to an independent RIA in the last 180 days. 2 went to I••••••••• W••••• C••••••• L••
  2026-09-15 (11 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.
  B••••• Z•••••••• to I••••••••• W••••• C••••••• L••; L•••• W•••• to I••••••••• W••••• C••••••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
R•••••• D••••• C••••• F•• W••••• M••••••••• A•••••••, A••••••••• G•
independent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-15 (11 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.
  M•••••• M••••• to M••••• G••••• A••••••• I•••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a contact route.
A••••• C••••••• B••••••••• F•••••••• A•••••••• L••, B•••••••• M•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-14 (12 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.
  M••• A••••••• to A•••••• W••••• M••••••••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email (firm_website)
T••••••• J••••• E••• W••••• A•••••••, A••••••••• G•
Call-readyindependent RIA
- 2 known colleagues moved to an independent RIA in the last 180 days
  2026-09-14 (12 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.
  J••••• F••••• to A••••••• W••••• A•••••••; V•• P••••• to I•• A•••••••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page
Who else to call: 2 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
C••• F••••••• W••••••••• I•••••••••, G•••••••• V••••••• C•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-11 (15 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.
  J••••• M••••• to S•••• W••••• P•••••••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email (firm_website)
G••• H••••••••• B•••• L•• F•••••••• G••••• L••, B•••• R••••• L•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-11 (15 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.
  K•••• C••• to V•••••• F••••••••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email (hunter)
G••• R•••• W••••••••• I•••••••••, G•••••••• V••••••• C•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-09-11 (15 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.
  J••••• M••••• to S•••• W••••• P•••••••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email (apollo)
H•••• H•••• I••• H••• A••••••• L••, G••••••••• S•
Call-readyindependent RIA
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-09-08 (18 days ago). At I•••••••••, 9.6% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  C••••••••• W••••• to C••••••• A•••• M••••••••• L••
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-05-18 (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.
  J•••• Y•••••••• to S••••••• W••••• M••••••••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
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••• H•••••• F•••••••• C•••••• L••, N•••••• F•
independent RIA
- passed the Series 65 on 2026-09-03 after 10 years in the industry
  2026-09-03 (23 days ago). At I•••••••••, 8.6% with this moved within a year against 5.4% without it (1.6x, 2023 to 2025 cohorts). Source: IAPD individual record: exam date.
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email (firm_website)
Before a call: joined the current firm under a year ago.
B•••• M•••• F•••••••• R•••••, C••••••••• O•
Call-readyindependent RIA
- 2 known colleagues moved to an independent RIA in the last 180 days
  2026-09-03 (23 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.
  W•••••• V•••••• to R••••••• W••••• M•••••••••; J••• B••• to M•• C•••••• M••••••••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
verified business email (hunter)
S•••••••• L•••• K• W••••• M••••••••• L••, C••••••• I•
independent RIA
- 2 known colleagues moved to an independent RIA in the last 180 days
  2026-09-03 (23 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.
  W•••••• V•••••• to R••••••• W••••• M•••••••••; J••• B••• to M•• C•••••• M••••••••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
office line; firm contact form or inbox
Before a call: joined the current firm under a year ago.
A•••••• R••••••• P••••••• A•••• M••••••••• I•••, O••••••• T••••••• I•
independent RIA
- passed the Series 65 on 2026-09-03 after 20 years in the industry
  2026-09-03 (23 days ago). At I•••••••••, 8.6% with this moved within a year against 5.4% without it (1.6x, 2023 to 2025 cohorts). Source: IAPD individual record: exam date.
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: joined the current firm under a year ago.
J•••• R••• A••• P••••••• • W•••••, S••••••••• O•
Call-readyindependent RIA
- 2 known colleagues moved to an independent RIA in the last 180 days. 2 went to F••••• C•••••• A•••••••• L••
  2026-09-01 (25 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.
  B••• L••••• to F••••• C•••••• A•••••••• L••; M•••••• J•••••••• to F••••• C•••••• A•••••••• L••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Firm level
firm contact form or inbox
C•••••• B••••• A••••••• W••••• M•••••••••, S•••••••• F•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-08-31 (26 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.
  D•••••• H•••• to N••• J••••• W••••• M•••••••••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Direct
published business email (firm_website)
Who else to call: 2 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
A•••••• G•••• A••••••• W••••• M•••••••••, S•••••••• F•
Call-readyindependent RIA
- 1 known colleague moved to an independent RIA in the last 180 days
  2026-08-31 (26 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.
  D•••••• H•••• to N••• J••••• W••••• M•••••••••
Timing
Timing
Value
$100M+
Team book $100M to $250M; portable at most $250M, revenue at most $5M (transfer share is a judgment)
Team
No team seen
Contact
Professional
professional profile page

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