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.
9 of the latest entries match
Aug 22Registrations4 advisors onto MERIT FINANCIAL ADVISORS’s roster● VERIFIED
Aug 22Registrations20 advisors off Merit Financial Advisors’s roster · destinations pending● VERIFIED
Aug 19Registrations16 advisors off Merit Financial Advisors’s roster · destinations pending● VERIFIED
Aug 17Team lift-outLeo Wai, Arin Hovanesian · team of 2 — MERIT FINANCIAL ADVISORS → PURSHE KAPLAN STERLING INVESTMENTS● VERIFIED
Aug 14Team lift-outScott Miller · team of 9 — Commonwealth Financial Network → Merit Financial Advisors
Aug 14Team lift-outSean Montgomery · team of 9 — Commonwealth Financial Network → Merit Financial Advisors
Aug 14Team lift-outMatt Dupon · team of 9 — Commonwealth Financial Network → Merit Financial Advisors
From the Moves Desk
Wells Fargo FiNet lands $1B Truist team inside Merritt Point
A seven-person team leaves Truist for an existing FiNet practice, the latest sign that the independent channel is now the consolidation vehicle.
Citi taps MSCI's Kokolis to head platform experience
The platform-experience mandate puts the front door of Citi's wealth platform at the center of the distribution war.
NewEdge lands $2.2B Bernstein team to lead Houston
Three deals this week show RIA growth no longer comes from one place.
FiNet wins back a UBS team and adds an Ameriprise practice
Frederick Spagnola and Jon Vallaro return to the Wells Fargo independent channel, and Gabriel Armancas brings his $140 million Ameriprise practice to FiNet.
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