4thGEN Wealth Management

What changed

4thGEN adviser joining Modern Wealth with Corey Daniel and Dudley McGee, plus two support colleagues; practice oversees approximately $330M.

Reported / discovered

Oct 21, 2026

Effective

Not reported

New role

adviser

Previous role

Not reported

Market

Lodi, CA

Reported book

$330M

Reported team size

5 people

Named people

3

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

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

3 observations consolidated into one event.