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

Rodney Chu J.P. Morgan Securities LLC, Beverly Hills, Ca
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 wirehouses, 10.9% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  Justin Koroyan to Citigroup Global Markets Inc.; Brooke Bodner to Private Advisor Group, Llc
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)
Jonathan Canter J.P. Morgan Securities LLC, Beverly Hills, Ca
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 wirehouses, 10.9% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  Justin Koroyan to Citigroup Global Markets Inc.; Brooke Bodner to Private Advisor Group, Llc
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)
Arthur Mishler J.P. Morgan Securities LLC, Beverly Hills, Ca
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 wirehouses, 10.9% with this moved within a year against 5.1% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: office departures.
  Justin Koroyan to Citigroup Global Markets Inc.; Brooke Bodner to Private Advisor Group, Llc
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••, B•••••• H••••• C•
wirehouse
- 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
Unresolved
no contact route found
Before a call: a contact route.
M•••••• A••••••••• J••• M••••• S••••••••• L••, B•••••• H••••• C•
wirehouse
- 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
Unresolved
no contact route found
Before a call: a contact route.
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•• A•••••• K•• F•••••••• S••••••••• L••, A•••••••• T•
state-registered adviser
- 4 of the 18 advisors at this office left in the last 180 days (22%), against a median of 0% across the firm's other offices. 4 went to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
  2026-06-02 (4 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.
  H•••• M••••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••; J•••• M••••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••; D•••••• A•••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••; M•••••• P•••••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
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
Before a call: mid-move on the record.
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••• Y••••• S•••••• N••••••• • C••••••• I•••••••••, C••••••••• T•
national 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
2 move with them
Contact
Unresolved
no contact route found
Before a call: a contact route.
C•••• L••• S•••••• N••••••• • C••••••• I•••••••••, C••••••••• T•
national 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
2 move with them
Contact
Unresolved
no contact route found
Before a call: a contact route.
J•••• Y••••• S•••••• N••••••• • C••••••• I•••••••••, C••••••••• T•
national 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
2 move with them
Contact
Unresolved
no contact route found
Before a call: a contact route.
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).
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)
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)
J•••• L••••• 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)
B•••••• Z•••••• 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)
D•••• 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 $50M to $500M; portable $50M to $500M, revenue $250K to $5M
Team
No team seen
Contact
Firm level
provider email, not verified
E••••• S•••••• C••••••••• F•••••••• N••••••, W••••••• M•
national 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
Unresolved
no contact route found
Business ties: Some: 1 investment vehicle on file. A measure of business ties, not of book size or clients.
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a contact route.
L••• B•••••• R•••••• J•••• • A••••••••• I•••, M•••• L•••••• N•
national broker-dealer RIA
- 3 of the 14 advisors at this office left in the last 180 days (21%), against a median of 0% across the firm's other offices. 3 went to S•••••• P••••••• I••••••••• A•••••••• L••
  2026-09-09 (17 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.
  T••••• O•••••• to S•••••• P••••••• I••••••••• A•••••••• L••; J•••••• D••••• to S•••••• P••••••• I••••••••• A•••••••• L••; T••••• O•••••• to S•••••• P••••••• I••••••••• A•••••••• L••
Timing
Timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a contact route.
R•••••• J•••••• R•••••• J•••• • A••••••••• I•••, M•••• L•••••• N•
national broker-dealer RIA
- 3 of the 14 advisors at this office left in the last 180 days (21%), against a median of 0% across the firm's other offices. 3 went to S•••••• P••••••• I••••••••• A•••••••• L••
  2026-09-09 (17 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.
  T••••• O•••••• to S•••••• P••••••• I••••••••• A•••••••• L••; J•••••• D••••• to S•••••• P••••••• I••••••••• A•••••••• L••; T••••• O•••••• to S•••••• P••••••• I••••••••• A•••••••• L••
Timing
Timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: a contact route.
W•••••• H•••••• C••••••••• F•••••••• N••••••, A••••••••• G•
Call-readynational broker-dealer RIA
- 3 of the 10 advisors at this office left in the last 180 days (30%), against a median of 0% across the firm's other offices. 3 went to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
  2026-08-20 (37 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.
  N•••••••• L•••••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••; P•••• R•••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••; S•••••• G•••••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
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)
D••••• M•••••••• C••••••••• F•••••••• N••••••, A••••••••• G•
Call-readynational broker-dealer RIA
- 3 of the 10 advisors at this office left in the last 180 days (30%), against a median of 0% across the firm's other offices. 3 went to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
  2026-08-20 (37 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.
  N•••••••• L•••••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••; P•••• R•••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••; S•••••• G•••••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
Timing
Timing
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
D•••• W••• C••••••••• F•••••••• N••••••, A••••••••• G•
national broker-dealer RIA
- 3 of the 10 advisors at this office left in the last 180 days (30%), against a median of 0% across the firm's other offices. 3 went to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
  2026-08-20 (37 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.
  N•••••••• L•••••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••; P•••• R•••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••; S•••••• G•••••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
Timing
Timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a contact route.
K•••• A•••••• C••••••••• F•••••••• N••••••, A••••••••• G•
national broker-dealer RIA
- 3 of the 10 advisors at this office left in the last 180 days (30%), against a median of 0% across the firm's other offices. 3 went to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
  2026-08-20 (37 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.
  N•••••••• L•••••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••; P•••• R•••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••; S•••••• G•••••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
Timing
Timing
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a contact route.
C••••• Y•••• C••••••••• F•••••••• N••••••, O••••••• P•••• K•
Call-readynational broker-dealer RIA
- 10 of the 35 advisors at this office left in the last 180 days (29%), against a median of 0% across the firm's other offices. 4 went to I•••••• F•••••••• S•••••••
  2026-07-07 (3 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.
  N••• G••••••• to I•••••• F•••••••• S•••••••; V•••••• T••••• to I•••••• F•••••••• S•••••••; D•••• P•••• to I•••••• F•••••••• S•••••••; B•••• W•••••• to I•••••• F•••••••• S••••••• 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)
S•••• H••• C••••••••• F•••••••• N••••••, O••••••• P•••• K•
Call-readynational broker-dealer RIA
- 10 of the 35 advisors at this office left in the last 180 days (29%), against a median of 0% across the firm's other offices. 4 went to I•••••• F•••••••• S•••••••
  2026-07-07 (3 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.
  N••• G••••••• to I•••••• F•••••••• S•••••••; V•••••• T••••• to I•••••• F•••••••• S•••••••; D•••• P•••• to I•••••• F•••••••• S•••••••; B•••• W•••••• to I•••••• F•••••••• S••••••• 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)
B•••• F•••••• C••••••••• F•••••••• N••••••, O••••••• P•••• K•
Call-readynational broker-dealer RIA
- 10 of the 35 advisors at this office left in the last 180 days (29%), against a median of 0% across the firm's other offices. 4 went to I•••••• F•••••••• S•••••••
  2026-07-07 (3 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.
  N••• G••••••• to I•••••• F•••••••• S•••••••; V•••••• T••••• to I•••••• F•••••••• S•••••••; D•••• P•••• to I•••••• F•••••••• S•••••••; B•••• W•••••• to I•••••• F•••••••• S••••••• 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
Firm level
provider email, not verified
T•••••• D•••••• C••••••••• F•••••••• N••••••, O••••••• P•••• K•
national broker-dealer RIA
- 10 of the 35 advisors at this office left in the last 180 days (29%), against a median of 0% across the firm's other offices. 4 went to I•••••• F•••••••• S•••••••
  2026-07-07 (3 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.
  N••• G••••••• to I•••••• F•••••••• S•••••••; V•••••• T••••• to I•••••• F•••••••• S•••••••; D•••• P•••• to I•••••• F•••••••• S•••••••; B•••• W•••••• to I•••••• F•••••••• S••••••• 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
Unresolved
no contact route found
Before a call: a contact route.
M••• A••• C••••••••• F•••••••• N••••••, O••••••• P•••• K•
national broker-dealer RIA
- 10 of the 35 advisors at this office left in the last 180 days (29%), against a median of 0% across the firm's other offices. 4 went to I•••••• F•••••••• S•••••••
  2026-07-07 (3 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.
  N••• G••••••• to I•••••• F•••••••• S•••••••; V•••••• T••••• to I•••••• F•••••••• S•••••••; D•••• P•••• to I•••••• F•••••••• S•••••••; B•••• W•••••• to I•••••• F•••••••• S••••••• 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
Unresolved
no contact route found
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a contact route.
N••••• G•••• C••••••••• F•••••••• N••••••, O••••••• P•••• K•
national broker-dealer RIA
- 10 of the 35 advisors at this office left in the last 180 days (29%), against a median of 0% across the firm's other offices. 4 went to I•••••• F•••••••• S•••••••
  2026-07-07 (3 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.
  N••• G••••••• to I•••••• F•••••••• S•••••••; V•••••• T••••• to I•••••• F•••••••• S•••••••; D•••• P•••• to I•••••• F•••••••• S•••••••; B•••• W•••••• to I•••••• F•••••••• S••••••• 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
Unresolved
no contact route found
Before a call: a contact route.
J•••• H••••• C••••••••• F•••••••• N••••••, O••••••• P•••• K•
national broker-dealer RIA
- 10 of the 35 advisors at this office left in the last 180 days (29%), against a median of 0% across the firm's other offices. 4 went to I•••••• F•••••••• S•••••••
  2026-07-07 (3 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.
  N••• G••••••• to I•••••• F•••••••• S•••••••; V•••••• T••••• to I•••••• F•••••••• S•••••••; D•••• P•••• to I•••••• F•••••••• S•••••••; B•••• W•••••• to I•••••• F•••••••• S••••••• 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
Unresolved
no contact route found
Before a call: a contact route.
J•••• S•••••••• C••••••••• F•••••••• N••••••, O••••••• P•••• K•
national broker-dealer RIA
- 10 of the 35 advisors at this office left in the last 180 days (29%), against a median of 0% across the firm's other offices. 4 went to I•••••• F•••••••• S•••••••
  2026-07-07 (3 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.
  N••• G••••••• to I•••••• F•••••••• S•••••••; V•••••• T••••• to I•••••• F•••••••• S•••••••; D•••• P•••• to I•••••• F•••••••• S•••••••; B•••• W•••••• to I•••••• F•••••••• S••••••• 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
Unresolved
no contact route found
Before a call: a contact route.
J•••• P•••••• C••••••••• F•••••••• N••••••, O••••••• P•••• K•
national broker-dealer RIA
- 10 of the 35 advisors at this office left in the last 180 days (29%), against a median of 0% across the firm's other offices. 4 went to I•••••• F•••••••• S•••••••
  2026-07-07 (3 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.
  N••• G••••••• to I•••••• F•••••••• S•••••••; V•••••• T••••• to I•••••• F•••••••• S•••••••; D•••• P•••• to I•••••• F•••••••• S•••••••; B•••• W•••••• to I•••••• F•••••••• S••••••• 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
Unresolved
no contact route found
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a contact route.
R•••••• J•••••• C••••••••• F•••••••• N••••••, O••••••• P•••• K•
national broker-dealer RIA
- 10 of the 35 advisors at this office left in the last 180 days (29%), against a median of 0% across the firm's other offices. 4 went to I•••••• F•••••••• S•••••••
  2026-07-07 (3 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.
  N••• G••••••• to I•••••• F•••••••• S•••••••; V•••••• T••••• to I•••••• F•••••••• S•••••••; D•••• P•••• to I•••••• F•••••••• S•••••••; B•••• W•••••• to I•••••• F•••••••• S••••••• 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
Unresolved
no contact route found
Before a call: a contact route.
E•••• Z••••• R•• C•••••• M••••••• L••, L• J••••• C•
Call-readynational broker-dealer RIA
- 5 of the 15 advisors at this office left in the last 180 days (33%), against a median of 0% across the firm's other offices. 5 went to M••••• S••••••
  2026-06-12 (4 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.
  L••••••• A•••••• to M••••• S••••••; L•••• K•••••• to M••••• S••••••; C••••• R•••••••• to M••••• S••••••; O••••• S•••••• to M••••• S•••••• and 1 more
Timing
Timing
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

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