The Moves Wire the industry’s tape for talent · updated continuously
Advisor and executive movement across wealth management. Entries marked ● VERIFIED are confirmed against SEC registration records — not press releases.
18 of the latest entries match
Sep 21Team lift-outTimothy M. Brennan · $888M — Commonwealth Financial Network → Merit Financial Advisors
Sep 19MoveTim Brennan · $888M — Pinnacle Financial Group (Commonwealth Financial Network) → Merit Financial Advisors
Aug 30Team lift-outSix wealth management teams · team of 6 — Commonwealth Financial Network → New RIA
Aug 30Team lift-outSteven Roth · team of 4 — Commonwealth Financial Network → Cetera Financial Group
Aug 16Team lift-outRick Bergstrom — Commonwealth Financial Network → Cetera (Summit Financial Networks)
Aug 16Team lift-outJim Tucker · $420M — Commonwealth Financial Network → Cetera (Summit Financial Networks)
Aug 16Team lift-outJim Tucker · team of 2 — Commonwealth Financial Network → Cetera Financial Group (Summit Financial Networks)
Aug 14Team lift-outScott Miller · team of 9 — Commonwealth Financial Network → Merit Financial Advisors
Aug 14Team lift-outSean Montgomery · team of 9 — Commonwealth Financial Network → Merit Financial Advisors
Aug 14Team lift-outMatt Dupon · team of 9 — Commonwealth Financial Network → Merit Financial Advisors
From the Moves Desk
Rockefeller recruits Piedmont Wealth Partners, a $1B Truist team in Charlotte
Two of the three managing directors built their careers inside bank-owned brokerages; Brett T. Schmidt's record begins at BB&T Securities in 2012.
Cullman/Holt Group, a seven-person UBS team with $1.3 billion, joins Wells Fargo FiNet in Ohio
The Dublin, Ohio group joins Ascend Advisory Group, the $2.5 billion practice Tony Reilly founded in 2001.
Morgan Stanley advisor Dana Cornell, who oversaw $1 billion, joins Uniting Wealth Partners
He lands in the Denver RIA's Olean, New York office alongside former Ameriprise advisor Kyle Kirk, who also joined UWP and whose book was about $100 million.
UBS's $1.3 billion Cullman/Holt team leaves for Wells Fargo's FiNet
The seven-person Ohio group joins Ascend Advisory Group, a FiNet affiliate whose site lists more than $2.5 billion in assets.
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