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.
43 of the latest entries match
Sep 27Registrations3 advisors onto MERIT FINANCIAL ADVISORS’s roster● VERIFIED
Sep 22Registrations2 advisors onto MERIT FINANCIAL ADVISORS’s roster● VERIFIED
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
Sep 14Registrations4 advisors — Merit Financial Advisors → MERIT FINANCIAL ADVISORS● VERIFIED
Sep 13Registrations3 advisors onto MERIT FINANCIAL ADVISORS’s roster● VERIFIED
Sep 8Registrations3 advisors onto MERIT FINANCIAL ADVISORS’s roster● VERIFIED
Sep 8Registrations2 advisors off MERIT FINANCIAL ADVISORS’s roster · destinations pending● VERIFIED
Sep 8Registrations16 advisors off Merit Financial Advisors’s roster · destinations pending● VERIFIED
Aug 31Team lift-outLeo Wai · team of 14 — Merit Financial Advisors → PURSHE KAPLAN STERLING INVESTMENTS● VERIFIED
Aug 31Registrations4 advisors onto MERIT FINANCIAL ADVISORS’s roster● VERIFIED
Aug 30Registrations4 advisors onto MERIT FINANCIAL ADVISORS’s roster● VERIFIED
Aug 29Registrations5 advisors onto MERIT FINANCIAL ADVISORS’s roster● VERIFIED
Aug 29Registrations23 advisors off Merit Financial Advisors’s roster · destinations pending● VERIFIED
Aug 27Registrations6 advisors off MERIT FINANCIAL ADVISORS’s roster · destinations pending● VERIFIED
Aug 27Registrations14 advisors off Merit Financial Advisors’s roster · destinations pending● VERIFIED
Aug 23Registrations10 advisors onto MERIT FINANCIAL ADVISORS’s roster● VERIFIED
Aug 22Registrations4 advisors onto MERIT FINANCIAL ADVISORS’s roster● VERIFIED
Aug 22Registrations20 advisors off Merit Financial Advisors’s roster · destinations pending● VERIFIED
Aug 19Registrations16 advisors off Merit Financial Advisors’s roster · destinations pending● VERIFIED
Aug 17Team lift-outLeo Wai, Arin Hovanesian · team of 2 — MERIT FINANCIAL ADVISORS → PURSHE KAPLAN STERLING INVESTMENTS● VERIFIED
Aug 14Team lift-outKent Voges · team of 2 — Corebridge Financial (formerly Valic Financial Advisors) → Frontline Investment Advisors
Aug 14Team lift-outMatt Roberts · team of 2 — Corebridge Financial (formerly Valic Financial Advisors) → Frontline Investment Advisors
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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