People · teams · leadership
The Moves Wire
Track advisor, team and leadership moves—with the evidence behind each event.
Updated Oct 22, 9:20 PM ET
Coverage & methodology ↗
Coverage & methodology ↗
1Distinct eventsWithin your filters
1Team moves & breakawaysEach event counted once
0Leadership changesAppointments & promotions
$330MReported book AUM1 of 1 events · not net flows
| Reported | Person / team | What changed | Type | Reported book | Evidence |
|---|---|---|---|---|---|
| Oct 21, 2026 | 4thGEN Wealth Managementadviser · Lodi, CA5 reported team members | 4thGEN Wealth Management → Modern Wealth Management | Team move | $330M | Reported1 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