Team move
Ecclesiastes Wealth Partners
Ameriprise Financial Services → Kestra Financial
What changed
Partner at Ecclesiastes Wealth Partners, which joined Kestra Financial's independent adviser community with approximately $550 million in client assets.
- Reported / discovered
- Sep 29, 2026
- Effective
- Not reported
- New role
- Partner
- Previous role
- Not reported
- Market
- Richardson, TX
- Reported book
- $550M
- Reported team size
- 3 people
- Named people
- 3
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
AltsWire ↗Sep 29, 2026 · Reporting
PLANADVISER ↗Oct 1, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
6 observations consolidated into one event.
Oct 5, 2026Source evidence reconciled
Oct 2, 2026Source evidence reconciled