Advisors to call now

Someone who moved firms with this advisor before has just left.

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

Nancy Lyons Merrill Lynch, Pierce, Fenner & Smith Incorporated, Chester, Nj
wirehouse
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-05-04 (5 months ago). At Merrill, 14.0% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  Lewis Block to Morgan Stanley
Timing
Strong timing
measured at this firm
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
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: a contact route.
Glenn Schunkewitz Merrill Lynch, Pierce, Fenner & Smith Incorporated, Chester, Nj
wirehouse
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-05-04 (5 months ago). At Merrill, 14.0% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  Lewis Block to Morgan Stanley
Timing
Strong timing
measured at this firm
Value
$25M+
Personal book $25M to $250M; portable $25M to $250M, revenue $100K to $5M
Team
No team seen
Contact
Unresolved
no contact route found
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: a contact route.
Thomas Fallon LPL Financial LLC, Flemington, Nj
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-09-02 (24 days ago). At LPL, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  Craig Pfau to Arca Wealth, Llc
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Unresolved
no contact route found
Who else to call: 7 related advisors, 7 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
V•••••• B••••••• L•• F•••••••• L••, F••••••••• N•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-09-02 (24 days ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  C•••• P••• to A••• W•••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
10 move with them
Contact
Unresolved
no contact route found
Who else to call: 7 related advisors, 7 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
J•••• M••••• L•• F•••••••• L••, W•••••••• C•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-09-02 (24 days ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  C•••• P••• to A••• W•••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
10 move with them
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: 12 related advisors, 11 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
S••••• P••••• O•••• A••••••• S•••••••• L••, M•••••••• I•
broker-dealer affiliated
- 2 of the 8 advisors at this office left in the last 180 days (25%), against a median of 0% across the firm's other offices. 2 went to L•• F•••••••• L••
  2026-09-11 (15 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.
  R••••• W••••• to L•• F•••••••• L••; R•••••• W••••• to L•• F•••••••• L••
- 2 people who moved firms with this advisor before left the current firm in the last 180 days. 2 went to L•• F•••••••• L••
  2026-09-11 (15 days ago). At B•••••••••, 9.9% with this moved within a year against 5.3% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  R••••• W••••• to L•• F•••••••• L••; R•••••• W••••• to L•• F•••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
8 move with them
Contact
Unresolved
no contact route found
Who else to call: 5 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route; mid-move on the record.
A••••• Y•••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, O••••••• F•
wirehouse
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-04-02 (6 months ago). At M••••••, 14.0% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  S••• H••••• to O•• C•••••• M••••••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
7 move with them
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
K•••••• D• B•••••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, G••• B•••••• F•
wirehouse
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-04-15 (5 months ago). At M••••••, 14.0% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  G•••••• P••••• to H••• S••••••••• •••• I•••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
C•••••• S•••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, P••••••••• F•
wirehouse
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-04-15 (5 months ago). At M••••••, 14.0% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  G•••••• P••••• to H••• S••••••••• •••• I•••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Unresolved
no contact route found
Who else to call: 4 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
G••••••• B••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, D••••• B••••• F•
wirehouse
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-04-15 (5 months ago). At M••••••, 14.0% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  G•••••• P••••• to H••• S••••••••• •••• I•••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
D•••••• D••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, G••••••• A•
wirehouse
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-04-15 (5 months ago). At M••••••, 14.0% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  G•••••• P••••• to H••• S••••••••• •••• I•••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
6 move with them
Contact
Unresolved
no contact route found
Who else to call: 3 related advisors, 3 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
S•••••• I•••• L•• F•••••••• L••, V••••••• C•
broker-dealer affiliated
- 2 people who moved firms with this advisor before left the current firm in the last 180 days
  2026-08-17 (40 days ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  J•• H•••••• to E•••••••• A•••••••• L••; T••••• C••••••• to E•••••• A••••••• G••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Unresolved
no contact route found
Who else to call: 7 related advisors, 7 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
G••••• E•••• L•• F•••••••• L••, N•••••• C•
broker-dealer affiliated
- 2 people who moved firms with this advisor before left the current firm in the last 180 days
  2026-08-17 (40 days ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  J•• H•••••• to E•••••••• A•••••••• L••; T••••• C••••••• to E•••••• A••••••• G••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Unresolved
no contact route found
Who else to call: 7 related advisors, 7 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
A•••• L••••• L•• F•••••••• L••, B••••••• N•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-07-06 (3 months ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  M••••• W•••• to J••• M••••• S••••••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
B•••••• S••••• L•• F•••••••• L••, A•••• V••••• C•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-07-06 (3 months ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  M••••• W•••• to J••• M••••• S••••••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
J••••• R•••••••• L•• F•••••••• L••, L••••••• N•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-07-06 (3 months ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  M••••• W•••• to J••• M••••• S••••••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
Z•••• L•• L•• F•••••••• L••, S•• F••••••••• C•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-07-06 (3 months ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  M••••• W•••• to J••• M••••• S••••••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
5 move with them
Contact
Unresolved
no contact route found
Who else to call: 6 related advisors, 6 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
T••••• W•••• L•• F•••••••• L••, B••••• B•••••• L•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-08-05 (52 days ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  G•••••• R••••••• to W•••• F•••• A•••••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Firm level
provider email, not verified
Who else to call: 9 related advisors, 9 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
D•••••• L•••••• L•• F•••••••• L••, L••••••••• L•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-08-05 (52 days ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  G•••••• R••••••• to W•••• F•••• A•••••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Firm level
provider email, not verified
Who else to call: 9 related advisors, 9 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
J••••••• B•••• L•• F•••••••• L••, B••••••••• A•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-08-05 (52 days ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  G•••••• R••••••• to W•••• F•••• A•••••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
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: practice size; a contact route.
P••• M••••• L•• F•••••••• L••, M••••••••• L•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-08-05 (52 days ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  G•••••• R••••••• to W•••• F•••• A•••••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 9 related advisors, 9 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
J•• B•••••••• L•• F•••••••• L••, N•• I•••••• L•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-08-05 (52 days ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  G•••••• R••••••• to W•••• F•••• A•••••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 9 related advisors, 9 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
K•••• W••••• L•• F•••••••• L••, C•••••••• O•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-07-14 (2 months ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  S••••• D••• to D••• D•••• W••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 4 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
S••••• I•••••• L•• F•••••••• L••, O••••••• C•••• O•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-07-14 (2 months ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  S••••• D••• to D••• D•••• W••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 4 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
H••••• S••••• L•• F•••••••• L••, D•••••• O•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-07-14 (2 months ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  S••••• D••• to D••• D•••• W••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 5 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
C•••• L•••• L•• F•••••••• L••, C••••••••• O•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-07-14 (2 months ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  S••••• D••• to D••• D•••• W••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 5 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
R••••• L•••••• L•• F•••••••• L••, A••••••• O•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-07-14 (2 months ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  S••••• D••• to D••• D•••• W••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 5 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
C••• L•• L•• F•••••••• L••, D•••••••• W•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-06-26 (3 months ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  M••• H•• to E•••••• A••••••• G••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
S••••• B••••••••• L•• F•••••••• L••, J••••••••• F•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-06-26 (3 months ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  M••• H•• to E•••••• A••••••• G••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
S•••• F••••••••• L•• F•••••••• L••, S••• L••• C•••• U•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-06-26 (3 months ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  M••• H•• to E•••••• A••••••• G••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
C•••••• R••••••••• L•• F•••••••• L••, C••••••••• O•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-06-26 (3 months ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  M••• H•• to E•••••• A••••••• G••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
J•••• T••••••• L•• F•••••••• L••, D••• C•••• C•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-06-11 (4 months ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  N••••• B••• to U••• B•••••• A•••••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 5 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
S•••••• S••••• L•• F•••••••• L••, L•• A••••• C•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-06-11 (4 months ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  N••••• B••• to U••• B•••••• A•••••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 5 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
A•••••••• T••••••• L•• F•••••••• L••, S•• J•••• C•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-06-11 (4 months ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  N••••• B••• to U••• B•••••• A•••••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 4 related advisors, 4 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
M•••••• M•••••• L•• F•••••••• L••, I•••••• C•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-06-11 (4 months ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  N••••• B••• to U••• B•••••• A•••••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 5 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
P••• B•••• L•• F•••••••• L••, N•••••• B••••• C•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-06-11 (4 months ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  N••••• B••• to U••• B•••••• A•••••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 10 related advisors, 6 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
P•••• W••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, S•• M••••• C•
wirehouse
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-05-18 (4 months ago). At M••••••, 14.0% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  S••• R••••• to S•••••••• A••••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
J•••• D•••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, H••••••••• N•
wirehouse
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-05-18 (4 months ago). At M••••••, 14.0% with this moved within a year against 6.0% without it (2.3x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  S••• R••••• to S•••••••• A••••••• L••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
J•••• R••••• L•• F•••••••• L••, R•••• N•
broker-dealer affiliated
- 1 person who moved firms with this advisor before left the current firm in the last 180 days
  2026-04-27 (5 months ago). At L••, 8.2% with this moved within a year against 4.0% without it (2.1x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  J•••••• L•••• to P••••••••• S••••••••• C•••••••••
Timing
Strong timing
measured at this firm
Value
Not estimable
Book not estimable
Team
4 move with them
Contact
Unresolved
no contact route found
Who else to call: 7 related advisors, 5 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
S••• M•••••• O•••• A••••••• S•••••••• L••, M•••••••• I•
broker-dealer affiliated
- 2 of the 8 advisors at this office left in the last 180 days (25%), against a median of 0% across the firm's other offices. 2 went to L•• F•••••••• L••
  2026-09-11 (15 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.
  R••••• W••••• to L•• F•••••••• L••; R•••••• W••••• to L•• F•••••••• L••
- 2 people who moved firms with this advisor before left the current firm in the last 180 days. 2 went to L•• F•••••••• L••
  2026-09-11 (15 days ago). At B•••••••••, 9.9% with this moved within a year against 5.3% without it (1.9x, 2023 to 2025 cohorts). Source: IAPD registrations: people who moved firms together earlier.
  R•••••• W••••• to L•• F•••••••• L••; R••••• W••••• to L•• F•••••••• L••
Timing
Strong timing
Value
Not estimable
Book not estimable
Team
4-person high-confidence team
2 members left this year, including the most senior; after a first exit 11% of those left followed within a year
Contact
Unresolved
no contact route found
Who else to call: 10 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route; mid-move on the record.

1 to 40 of 1,433Next

The advisor names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.