Portfolio demo. All data is synthetic and for illustration only.
Detected · Aug 15, 2026
Kenji Quintero · Mass Affluent · 50-59 · Charlotte, NC · Advisor Sam Kowalczyk
Why it fired
Rule: A recurring paycheck stops and a new one starts from a different employer.
Paychecks by employer
Evidence (5)
Kaiser Permanente Payroll
May 30, 2026 · Bank of America checking account
Kaiser Permanente Payroll
Jun 13, 2026 · Bank of America checking account
Pfizer Payroll
Aug 1, 2026 · Bank of America checking account
Reported balance
Aug 11, 2026 · Ascensus 401(k)
Pfizer Payroll
Aug 15, 2026 · Bank of America checking account
Every number above comes from the synthetic data that triggered this signal.
Suggested next step
“Kenji, congratulations on the move to Pfizer! Two things worth a quick call: choosing your new benefits, and what to do with your Kaiser Permanente 401(k).”
A prompt for a conversation, not financial advice.
Status: Reviewed