Team move
WFA Volare
LPL Financial → WFA Volare
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
WealthManagement.com ↗Sep 11, 2026 · Reporting
Private Wealth Daily ↗Sep 11, 2026 · Reporting
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.
Oct 2, 2026Source evidence reconciled