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.
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From the Moves Desk
TradePMR product chief Jon Patullo joins CG Financial as COO and CIO
The $5 billion hybrid RIA says it will draw on his vendor relationships as it keeps investing in its technology platform.
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.
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