The Moves Wire the industry’s tape for talent · updated continuously
Advisor and executive movement across wealth management. Entries marked ● VERIFIED are confirmed against SEC registration records — not press releases.
1 of the latest entries match
Sep 30Team lift-outJeff Cullman · team of 7 — UBS → Ascend Advisory Group (Wells Fargo Advisors Financial Network affiliate)
From the Moves Desk
HB Wealth adds Podnos physician team, entering Texas as its seventh market
Rachel Podnos O'Leary and Lauren Podnos-Garner will be based in Austin full time, while Steven Podnos splits his time between Texas and Florida.
Rockefeller recruits Piedmont Wealth Partners, a $1B Truist team in Charlotte
Two of the three managing directors built their careers inside bank-owned brokerages; Brett T. Schmidt's record begins at BB&T Securities in 2012.
Cullman/Holt Group, a seven-person UBS team with $1.3 billion, joins Wells Fargo FiNet in Ohio
The Dublin, Ohio group joins Ascend Advisory Group, the $2.5 billion practice Tony Reilly founded in 2001.
Morgan Stanley advisor Dana Cornell, who oversaw $1 billion, joins Uniting Wealth Partners
He lands in the Denver RIA's Olean, New York office alongside former Ameriprise advisor Kyle Kirk, who also joined UWP and whose book was about $100 million.
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