What changed

Cleveland-based advisor joined Prudential Advisors through Columbus, Ohio-based Mid America Financial Group, bringing more than $106 million in client assets.

Reported / discovered

Sep 4, 2026

Effective

Not reported

New role

Financial Advisor / Wealth Management Advisor

Previous role

Not reported

Market

Cleveland, OH

Reported book

$106M

Reported team size

Not disclosed

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

1 observations consolidated into one event.