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Wednesday, September 16, 2026The Morning Brief →Sign in

The Moves Wire the industry’s tape for talent · updated continuously

Advisor and executive movement across wealth management. Entries marked ● VERIFIED are confirmed against SEC registration records — not press releases.

The tapeNet flowsFirmTypeWindowReset
104 of the latest entries match
Sep 15MoveWilliam "Billy" Marino — UBS FINANCIAL SERVICES INC. → CRESSET ASSET MANAGEMENT, LLC● VERIFIED
Sep 15ExecutiveKelly O’Donnell — Edelman Financial Engines → Choreo
Sep 15ExecutiveDan Arnold — LPL Financial → AI-Native Wealth Firm
Sep 15ExecutiveKelly O'Donnell — Edelman Financial Engines → Choreo
Sep 15Registrations17 advisors off Prime Capital Financial’s roster · destinations pending● VERIFIED
Sep 14MoveBill Wagner, Andrew Kocukov, Scott Sennett
Sep 14Registrations4 advisors — Merit Financial Advisors → MERIT FINANCIAL ADVISORS● VERIFIED
Sep 14Registrations3 advisors off Confluence Financial Partners’s roster · destinations pending● VERIFIED
Sep 13BreakawayJeneen Slack · $270M — Raymond James → LPL Financial
Sep 13Team lift-outJames Carlson · team of 4 — UBS Financial Services → Wedbush
Sep 13Registrations3 advisors onto MERIT FINANCIAL ADVISORS’s roster● VERIFIED
Sep 12MoveMatthew Johnson · team of 16 — LPL Financial → WFA Volare
Sep 12Team lift-outDavid Bucholtz · team of 5 — Commonwealth Financial Network → &Partners
Sep 12Registrations14 advisors off The Strategic Financial Alliance Inc.’s roster · destinations pending● VERIFIED
Sep 11ExecutiveTina Decker — Osaic → BridgePort Financial Solutions
Sep 11Registrations20 advisors off Sequoia Financial Group’s roster · destinations pending● VERIFIED
Sep 10ExecutivePaul T. Vanderslice
Sep 10ExecutivePaul Vanderslice
Sep 10Team lift-outRebecca Bast · team of 7 — Bast Financial Group → OnePoint BFG Wealth Partners
Sep 10Registrations2 advisors onto PROSPERA FINANCIAL SERVICES, INC.’s roster● VERIFIED
Sep 10Registrations18 advisors off Prospera Financial Services’s roster · destinations pending● VERIFIED
Sep 10Registrations19 advisors off Prime Capital Financial’s roster · destinations pending● VERIFIED
Sep 9Team lift-outRebecca Bast · $400M
Sep 9MoveJesse Wilson · $220M
Sep 9MoveCaitlin E. Alcon — to UBS FINANCIAL SERVICES INC.● VERIFIED
Sep 9Team lift-outDan Hocking · team of 3 — RBC Wealth Management → Linsco by LPL Financial
Sep 9Team lift-outRyan Lewis · team of 3 — Morgan Stanley → Linsco by LPL Financial
Sep 9Team lift-outPat Gilbert · team of 2 — Harbour Investments → LPL Financial
Sep 9Registrations2 advisors off XML Financial Group’s roster · destinations pending● VERIFIED
Sep 9Registrations5 advisors off Confluence Financial Partners’s roster · destinations pending● VERIFIED
Sep 8MoveMatthew Johnson
Sep 8ExecutiveMark Hays
Sep 8ExecutiveTina Decker
Sep 8MoveJeffrey M. Deckelbaum — to UBS FINANCIAL SERVICES INC.● VERIFIED
Sep 8Registrations3 advisors onto MERIT FINANCIAL ADVISORS’s roster● VERIFIED
Sep 8Registrations2 advisors off MERIT FINANCIAL ADVISORS’s roster · destinations pending● VERIFIED
Sep 8Registrations16 advisors off Merit Financial Advisors’s roster · destinations pending● VERIFIED
Sep 7ExecutiveMark Hays
Sep 7Registrations2 advisors onto ALLWORTH FINANCIAL, L.P.’s roster● VERIFIED
Sep 6BreakawayAndy Schwartz · $3B — Northwestern Mutual → Bleakley Financial (now OnePoint BFG Wealth Partners)
Sep 6Team lift-outCurtis Wilcox · team of 2 — Corebridge Financial → Lincoln Investment
Sep 6MoveZachary Karason · $106M — U.S. Bancorp Advisors → Prudential Advisors (via Mid America Financial Group)
Sep 4Team lift-outDan Hocking · team of 3 — RBC Wealth Management → LPL Financial
Sep 4Team lift-outRyan Lewis · team of 3 — Morgan Stanley → LPL Financial
Sep 4Team lift-outMichael Pultro · team of 2 — Pultro Financial Management → Maridea Wealth Management
Sep 3MoveZachary Karason · $106M — U.S. Bancorp Advisors → Prudential Advisors (Mid America Financial Group)
Sep 3ExecutiveChristopher Weyrauch — Citizens Financial Group → Legacy Edge Advisors
Sep 3Registrations4 advisors off XML Financial Group’s roster · destinations pending● VERIFIED
Sep 3Registrations9 advisors off Confluence Financial Partners’s roster · destinations pending● VERIFIED
Sep 2Registrations19 advisors off The Strategic Financial Alliance Inc.’s roster · destinations pending● VERIFIED
Sep 1ExecutiveMichael Socha · team of 8 — Socha Financial Group → destination pending
Sep 1ExecutiveMichelle Socha Vang · $542M — Socha Financial Group → Savant Wealth Management
Sep 1Registrations22 advisors off Allworth Financial’s roster · destinations pending● VERIFIED
Aug 31Team lift-outLeo Wai · team of 14 — Merit Financial Advisors → PURSHE KAPLAN STERLING INVESTMENTS● VERIFIED
Aug 31ExecutiveCasey Jorgensen
Aug 31ExecutiveJohn Rajes
Aug 31Team lift-outJames Slaughter · team of 40 — LPL Financial → Cetera
Aug 31Registrations4 advisors onto MERIT FINANCIAL ADVISORS’s roster● VERIFIED
Aug 30MoveLeo Wai — to MERIT FINANCIAL ADVISORS● VERIFIED
Aug 30Team lift-outSix wealth management teams · team of 6 — Commonwealth Financial Network → New RIA
Aug 30Team lift-outSteven Roth · team of 4 — Commonwealth Financial Network → Cetera Financial Group
Aug 30Registrations4 advisors onto MERIT FINANCIAL ADVISORS’s roster● VERIFIED
Aug 29MoveArin Hovanesian — to MERIT FINANCIAL ADVISORS● VERIFIED
Aug 29BreakawayDavid Lazorik · $160M — Wells Fargo → Raymond James Financial Services
Aug 29Registrations5 advisors onto MERIT FINANCIAL ADVISORS’s roster● VERIFIED
Aug 29Registrations23 advisors off Merit Financial Advisors’s roster · destinations pending● VERIFIED
Aug 29Registrations19 advisors off The Strategic Financial Alliance Inc.’s roster · destinations pending● VERIFIED
Aug 27Registrations6 advisors off MERIT FINANCIAL ADVISORS’s roster · destinations pending● VERIFIED
Aug 27Registrations14 advisors off Merit Financial Advisors’s roster · destinations pending● VERIFIED
Aug 26Team lift-outChad Sarsfield · team of 4 — Ameriprise Financial Services → Osaic Inc.
Aug 26Team lift-outTony Conte · $1.6B — Cambridge Investment Research → LPL Financial LLC
Aug 25Team lift-outJeffrey Stillwell · $240M
Aug 25Team lift-outMariner Advisor Network · team of 367 — Mariner Advisor Network → LPL Financial
Aug 25Team lift-outPreferred Financial Group · $230M — Harbour Investments Inc. → LPL Financial
Aug 25Team lift-outPaxel Financial Consulting · $300M — Cetera → LPL Financial
Aug 25ExecutiveThad Ingersoll — Ameriprise Financial → Inland Real Estate Group
Aug 25ExecutiveThad Ingersoll — Ameriprise Financial → The Inland Real Estate Group
Aug 24Team lift-outPat Gilbert, James Gilbert · $230M
Aug 24Team lift-outMichael Bober · team of 16 — UBS Financial Services → Cresset
Aug 24Team lift-outEd Ventrice, Michael Bober · $4
Aug 24ExecutiveJonathan Lewis
Aug 23MoveChris Stockton · $160M
Aug 23Team lift-outTony Conte · team of 24 — Cambridge Investment Research → LPL Financial
Aug 23ExecutiveGreg Gates — LPL Financial → LPL Financial
Aug 23ExecutiveJonathan Lewis — Wells Fargo → LPL Financial
Aug 23ExecutiveJonathan Lewis
Aug 23MoveChris Stockton · $160M — Edward Jones → LPL Financial
Aug 23Team lift-outPaul McCutchen · team of 2 — Edward Jones → LPL Financial
Aug 23Registrations10 advisors onto MERIT FINANCIAL ADVISORS’s roster● VERIFIED
Aug 22MoveGabriel Armancas · $140M — Ameriprise Financial Services → Wells Fargo Advisors Financial Network (FiNet)
Aug 22Team lift-outFrederick Spagnola · team of 2 — UBS Financial Services → Wells Fargo Advisors Financial Network (FiNet)
Aug 22ExecutiveJohn Amore — Kestra Financial → Kestra Financial
Aug 22ExecutiveKelly Apple — BlackRock → Kestra Financial
Aug 22MoveCorey Culp-Ramsey — Saybrus Partners → Mercury Financial Group
Aug 22Registrations4 advisors onto MERIT FINANCIAL ADVISORS’s roster● VERIFIED
Aug 22Registrations20 advisors off Merit Financial Advisors’s roster · destinations pending● VERIFIED
Aug 20MoveAdam E. Pearsall · $400M
Aug 20MoveJarod Wesson, Paul McCutchen · $190M
Aug 20Team lift-outNot disclosed · $1.8B — Wells Fargo Advisors Financial Network → Carson Group
Aug 20MoveChad Sarsfield — Royal Alliance → Ameriprise Financial Services
Aug 20Team lift-outChad Sarsfield · team of 4 — Ameriprise Financial Services → Osaic
Aug 20MoveAdam E. Pearsall · $400M — UBS Financial Services → Raymond James & Associates
Aug 19MoveAdam E. Pearsall · $400M
Aug 19MoveJarod Wesson, Paul McCutchen
From the Moves Desk

Planning software and a named service desk are LPL's recruiting pitch

Horizon's $385 million exit from Wells Fargo's independent channel says the deciding factors were planning tools and a named support team.

Cetera got the OSJ; the producers kept the book

Twenty-eight advisors and $825 million stayed with LPL, giving the market a disclosed price for what an OSJ's recruiting pipeline is actually worth.

At Choreo, the integration job now comes with the HR title

The $28.6 billion RIA put people, brand and post-close integration under one executive, which tells you where consolidation's bottleneck actually sits.

Choreo's fourth Edelman hire is an integration bet

Giving acquisition integration, HR and communications to one C-level executive shows where Choreo expects its growth to stall.

Free deep view 0 of 3 this month.

The full wire — every verified move with filters and the Net Flows ledger — stays free for Morning Brief readers, every day.

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