Executive appointment
Matt Humphrey
United Bank / United Brokerage Services Inc. → Carson Group Holdings Inc.
What changed
Carson Group hired Matt Humphrey as divisional president of its integrated adviser channel, leading Carson Wealth’s W-2 adviser channel; he was most recently EVP and head of wealth and investment management at United Bank and CEO of United Brokerage Services.
- Reported / discovered
- Oct 16, 2026
- Effective
- Not reported
- New role
- Divisional President, Integrated Adviser Channel
- Previous role
- Not reported
- Market
- Not reported
- Reported book
- Not disclosed
- 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
PLANADVISER ↗Oct 16, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
2 observations consolidated into one event.
Oct 18, 2026Source evidence reconciled
Oct 18, 2026Source evidence reconciled
Oct 13, 2026Source evidence reconciled
Oct 13, 2026Source evidence reconciled