What changed

Recently joined WFA Volare, the firm formed by the merger of RFG Advisory platform firms WFA and Volare Wealth Advisors, which manages over $750 million and combines a 16-person team across multiple markets.

Reported / discovered

Sep 11, 2026

Effective

Not reported

New role

advisor

Previous role

Not reported

Market

Not reported

Reported book

$750M

Reported team size

16 people

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

2 observations consolidated into one event.