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 ↗
2Distinct eventsWithin your filters
1Team moves & breakawaysEach event counted once
1Leadership changesAppointments & promotions
Not disclosedReported book AUM0 of 2 events · not net flows
| Reported | Person / team | What changed | Type | Reported book | Evidence |
|---|---|---|---|---|---|
| Oct 21, 2026 | Archer InvestorsTeam Leader5 reported team members | Joins WealthForge Securities LLC | Team move | Not disclosed | Reported1 source · Details → |
| Oct 21, 2026 | Drew JacksonChief Revenue Officer | Capital Square → WealthForge Securities LLC | Executive appointment | Not disclosed | 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