Portfolio demo. All data is synthetic and for illustration only.
Detected · Nov 14, 2026
Celeste Zielinski · HNW · 60-69 · Nashville, TN · Advisor Dana Whitfield
Why it fired
Rule: A recurring paycheck stops and a new one starts from a different employer.
Paychecks by employer
Evidence (5)
Nvidia Payroll
Sep 12, 2026 · Capital One checking account
Nvidia Payroll
Sep 26, 2026 · Capital One checking account
Amazon Payroll
Oct 31, 2026 · Capital One checking account
Amazon Payroll
Nov 14, 2026 · Capital One checking account
Reported balance
Nov 14, 2026 · Principal 401(k)
Every number above comes from the synthetic data that triggered this signal.
Suggested next step
“Celeste, congratulations on the move to Amazon! Two things worth a quick call: choosing your new benefits, and what to do with your Nvidia 401(k).”
A prompt for a conversation, not financial advice.
Status: New