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People · teams · leadership

The Moves Wire

Track advisor, team and leadership moves—with the evidence behind each event.

Updated Oct 22, 6:46 PM ET
Coverage & methodology ↗
200Distinct eventsWithin your filters
67Team moves & breakawaysEach event counted once
93Leadership changesAppointments & promotions
$62.8BReported book AUM77 of 200 events · not net flows
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200 events · Reported / discovered datesClear allSave this view
ReportedPerson / teamWhat changedTypeReported bookEvidence
Oct 21, 2026Archer InvestorsTeam Leader5 reported team membersJoins WealthForge Securities LLCTeam moveNot disclosedReported1 source · Details →
Oct 21, 2026MPI Wealth ManagementFounding Partner · Las Vegas, NVUBS → Truing Capital AdvisorsBreakaway$750MReported1 source · Details →
Oct 21, 2026Mick ManningPresident, ACORE CAPITAL Wealth Solutions · Dallas, TXBridge Investment Group → ACORE CAPITAL Wealth SolutionsExecutive appointmentNot disclosedReported1 source · Details →
Oct 21, 2026Ken HullingsExecutive Vice President, Business Development (head of advisor recruiting)LPL Financial · Executive Vice President, Business Development (head of advisor recruiting)Internal appointmentNot disclosedReported2 sources · Details →
Oct 21, 2026Scott PosnerHead of advisor recruitingLeaves LPL Financial · destination not reportedDepartureNot disclosedReported1 source · Details →
Oct 21, 2026Robert Hartingerwealth management adviser · Raleigh, NC5 reported team membersRHA Wealth → Captrust Financial AdvisorsTeam move$300MReported1 source · Details →
Oct 21, 2026Truing Capital AdvisorsFounder · Las Vegas, NVUBS Financial Services → Truing Capital AdvisorsBreakaway$750MReported1 source · Details →
Oct 21, 20264thGEN Wealth Managementadviser · Lodi, CA5 reported team members4thGEN Wealth Management → Modern Wealth ManagementTeam move$330MReported1 source · Details →
Oct 21, 2026Jim DicksonFounderSanctuary Wealth → Elevation PointExecutive appointmentNot disclosedReported1 source · Details →
Oct 21, 2026Clark Abbottwealth management adviser · Raleigh, NC5 reported team membersRHA Wealth → Captrust Financial AdvisorsTeam move$300MReported1 source · Details →
Oct 21, 2026ICG nextManaging Partner · Wall Township, NJ22 reported team membersLPL Financial → OsaicTeam move$2.3BReported1 source · Details →
Oct 21, 2026Drew JacksonChief Revenue OfficerCapital Square → WealthForge Securities LLCExecutive appointmentNot disclosedReported1 source · Details →
Oct 20, 2026Eric SmithFinancial Advisor · Naples, FLMorgan Stanley → Wells Fargo AdvisorsAdvisor move$400MReported3 sources · Details →
Oct 20, 2026Jeffrey PotterChairman of the Board of Managers · Boston, MABallentine Partners → Ballentine PartnersRetirementNot disclosedReported2 sources · Details →
Oct 20, 2026Strong Wealth Management Group of Wells Fargo AdvisorsMultigenerational advisor team · Naples, FLUBS Financial Services → Wells Fargo AdvisorsTeam move$410MReported1 source · Details →
Oct 16, 2026Maura GriffinPartner and Senior Wealth AdvisorBlue Spark Capital Advisors → Apella WealthAdvisor moveNot disclosedReported1 source · Details →
Oct 16, 2026Matt HumphreyDivisional President of Integrated Advisor Channel and member of Executive Leadership Team · Omaha, NEUnited Bank / United Brokerage Services Inc. → Carson GroupExecutive appointmentNot disclosedReported1 source · Details →
Oct 16, 2026Bryan CramInterim Co-Head of Truist Wealth; Head of Truist Wealth BrokerageTruist · Interim Co-Head of Truist Wealth; Head of Truist Wealth BrokerageInternal appointmentNot disclosedReported1 source · Details →
Oct 16, 2026Six unnamed Primerica representativesregistered independent-contractor representatives · Hurricane, WV6 reported team membersPrimerica → Osaic Wealth; Legacy Investment Advisors and Wealth ManagementEffective Oct 17, 2025Team moveNot disclosedReported1 source · Details →
Oct 16, 2026Matt HumphreyDivisional President, Integrated Adviser ChannelUnited Bank / United Brokerage Services Inc. → Carson Group Holdings Inc.Executive appointmentNot disclosedReported1 source · Details →
Oct 16, 2026Mark SouthwellAdvisor · McAllen, TXRaymond James → Wells Fargo AdvisorsAdvisor move$300MReported2 sources · Details →
Oct 16, 2026Halloran Dooley Investment GroupAdvisor · Beverly, MA3 reported team membersSantander Securities → Wells Fargo AdvisorsTeam move$400MReported1 source · Details →
Oct 16, 2026The Edwards Fitzpatrick GroupAdvisor, team co-lead · Houston, TX4 reported team membersRaymond James & Associates → Janney Montgomery ScottTeam move$3.3BReported1 source · Details →
Oct 16, 2026The Kellam GroupTeam leader · Naples, FL7 reported team membersTruist → Rockefeller Global Family OfficeTeam move$1.2BReported1 source · Details →
Oct 16, 2026Kristie Edling-DayChief Information OfficerLPL → SEIExecutive appointmentNot disclosedReported2 sources · Details →
Oct 16, 2026Shimna SameerChief Consumer Banking OfficerBank of America → TruistExecutive appointmentNot disclosedReported1 source · Details →
Oct 16, 2026The Edward Fitzpatrick GroupManaging Director and Investment Lead, The Edward Fitzpatrick Group · Houston, TX5 reported team membersRaymond James → Janney Montgomery ScottTeam move$3.5BReported1 source · Details →
Oct 16, 2026Vince HockettPresidentLeaves XY Planning Network · destination not reportedExecutive appointmentNot disclosedReported1 source · Details →
Oct 16, 2026The Compass Group of Raymond JamesManaging director · Paramus, NJ3 reported team membersUBS Financial Services → Raymond James & AssociatesTeam move$245MReported1 source · Details →
Oct 16, 2026Lester ErnestAdvisor · Orlando, FLTruist Investment Services → Wells Fargo AdvisorsAdvisor move$200MReported1 source · Details →

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One event can have several supporting reports. Reported book sizes describe disclosed practices and do not establish assets transferred. Unknown values are not zero. Coverage reflects monitored sources, not every industry move. Read the methodology · Explore the Team Ledger

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