Team move
Rowland Sullivan Wealth Management
Wells Fargo Advisors Financial Network → &Partners
What changed
Founded Rowland Sullivan Wealth Management, which joins &Partners with $744M in prehire assets and offices in Lake Ozark, MO and Macomb, IL.
- Reported / discovered
- Sep 24, 2026
- Effective
- Not reported
- New role
- Advisor and founder
- Previous role
- Not reported
- Market
- Lake Ozark, MO
- Reported book
- $744M
- Reported team size
- 7 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
InvestmentNews ↗Sep 24, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
1 observations consolidated into one event.
Oct 2, 2026Source evidence reconciled