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John Tyers

Wells Fargo Advisors Financial Network · Reported Oct 8

In network coverage since September 30, 2026 · 6 stories

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Moves

Wells Fargo FiNet adds $580M Ameriprise team as LPL signs Michigan practice

Orchard Financial Group, an 11-person Los Angeles team, joins FiNet; LPL signs Brad Jerome's $175M practice from Osaic.

move · Oct 8Orchard Financial Group, a $580 million Ameriprise team, joins Wells Fargo's FiNet

move · Oct 2Cullman/Holt Group moves $1.3 billion from UBS to Wells Fargo's FiNet affiliate Ascend

Moves · Oct 1Cullman/Holt Group, a seven-person UBS team with $1.3 billion, joins Wells Fargo FiNet in Ohio

move · Sep 30A $1.3 billion UBS duo joins Ascend Advisory Group in Dublin, Ohio

Moves · Sep 30UBS's $1.3 billion Cullman/Holt team leaves for Wells Fargo's FiNet

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