What changed

One of three former Morgan Stanley advisors moving to UBS Mountain West Market; the group collectively oversaw $1.4 billion in client assets.

Reported / discovered

Sep 4, 2026

Effective

Not reported

New role

Financial Advisor

Previous role

Not reported

Market

Pueblo, CO

Reported book

$1.4B

Reported team size

3 people

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

2 observations consolidated into one event.