Team move
Dunn Team
Raymond James → TSG Wealth Management
What changed
Dunn Team moved from Raymond James to TSG Wealth Management's Fresno office.
- Reported / discovered
- Aug 27, 2026
- Effective
- Not reported
- New role
- Managing Director
- Previous role
- Not reported
- Market
- Fresno, CA
- Reported book
- $355M
- Reported team size
- 3 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
Financial Advisor Magazine ↗Aug 27, 2026 · Reporting
Private Wealth Daily ↗Aug 27, 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