People · teams · leadership
The Moves Wire
Track advisor, team and leadership moves—with the evidence behind each event.
Updated Oct 22, 8:42 PM ET
Coverage & methodology ↗
Coverage & methodology ↗
7Distinct eventsWithin your filters
6Team moves & breakawaysEach event counted once
0Leadership changesAppointments & promotions
$3.4BReported book AUM7 of 7 events · not net flows
| Reported | Person / team | What changed | Type | Reported book | Evidence |
|---|---|---|---|---|---|
| Oct 14, 2026 | GFS AdvisoryCo-branch owner, GFS Advisory · Braselton, GA3 reported team members | Commonwealth Financial Network → Raymond James Financial Services | Team move | $350M | Reported1 source · Details → |
| Oct 9, 2026 | Scott HardyFinancial Advisor · Brentwood, TN | Commonwealth Financial Network → Summit Wealth Group | Advisor move | $189M | Reported1 source · Details → |
| Oct 7, 2026 | Doussard FinancialFinancial Advisor · Burlington, WA4 reported team members | Commonwealth Financial Network → Cetera | Team move | $235M | Reported3 sources · Details → |
| Oct 7, 2026 | Moldenhauer & AssociatesPrincipal · Orchard Park, NY12 reported team members | Commonwealth Financial Network → Merit Financial Advisors | Team move | $1.1B | Reported1 source · Details → |
| Oct 7, 2026 | Tim BrennanFinancial Advisor · Deerfield, IL | Commonwealth Financial Network → Merit Financial Advisors | Team move | $888M | Reported1 source · Details → |
| Oct 1, 2026 | Fitzgerald Financial Groupadvisor · Vineland, NJ | Commonwealth Financial Network → Summit Financial Networks | Team move | $185M | Reported1 source · Details → |
| Sep 24, 2026 | Todd HarrisPrincipal · Rochester, NY5 reported team members | Commonwealth Financial Network → Raymond James | Team move | $500M | 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