Team move
Redstone Wealth Management Group
UBS Financial Services → Wedbush
What changed
Leads Redstone Wealth Management Group, which joined Wedbush from UBS Financial Services and reports more than $500M AUM.
- Reported / discovered
- Sep 11, 2026
- Effective
- Not reported
- New role
- Managing director of investments and portfolio management; Certified Financial Planner
- Previous role
- Not reported
- Market
- Greensboro, NC
- Reported book
- $500M
- Reported team size
- 4 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 11, 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