Doyle and Loughman Wealth Management

What changed

Team moved about $1.76B from Wells Fargo Advisors Financial Network to Carson Group in July; no individual names disclosed.

Reported / discovered

Oct 13, 2026

Effective

Not reported

New role

Wealth management team

Previous role

Not reported

Market

Not reported

Reported book

$1.8B

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

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

Record history

1 observations consolidated into one event.