Team move
Orchard Financial Group
Ameriprise → Wells Fargo Advisors Financial Network
What changed
Joined Orchard Financial Group's move from Ameriprise to Wells Fargo FiNet as registered wealth planning director.
- Reported / discovered
- Oct 8, 2026
- Effective
- Not reported
- New role
- Registered wealth planning director
- Previous role
- Not reported
- Market
- Los Angeles, CA
- Reported book
- $580M
- Reported team size
- 11 people
- Named people
- 8
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
InvestmentNews ↗Oct 8, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
8 observations consolidated into one event.
Oct 9, 2026Source evidence reconciled