People · teams · leadership
The Moves Wire
Track advisor, team and leadership moves—with the evidence behind each event.
Updated Oct 7, 3:55 PM ET
Coverage & methodology ↗
Coverage & methodology ↗
8Distinct eventsWithin your filters
4Team moves & breakawaysEach event counted once
0Leadership changesAppointments & promotions
$3.9BReported book AUM7 of 8 events · not net flows
| Reported | Person / team | What changed | Type | Reported book | Evidence |
|---|---|---|---|---|---|
| Sep 25, 2026 | John Phamadvisor · Palo Alto, CA5 reported team members | Merrill Lynch → UBS | Team move | Not disclosed | Reported4 sources · Details → |
| Sep 25, 2026 | Colin Gatesnext-gen advisor · Boca Raton, FL | Merrill Lynch, Pierce, Fenner & Smith Incorporated → Ameriprise | Advisor move | $120M | Reported2 sources · Details → |
| Sep 11, 2026 | Michael RogalaManaging director · Houston, TX | Merrill Lynch → Raymond James & Associates | Advisor move | $550M | Reported2 sources · Details → |
| Sep 11, 2026 | John VazquezAdvisor · Santa Fe, NM6 reported team members | UBS → Merrill Lynch | Team move | $1.2B | Reported1 source · Details → |
| Sep 10, 2026 | The Vazquez-Monasterio TeamAdvisor · Santa Fe, NM6 reported team members | UBS Wealth Management USA → Merrill Lynch | Team move | $1.2B | Reported1 source · Details → |
| Sep 10, 2026 | Tully Cottillion GroupFinancial Advisor · Myrtle Beach, SC2 reported team members | Merrill Lynch → Wells Fargo Advisors | Team move | $270M | Reported1 source · Details → |
| Sep 8, 2026 | Ronnie Muradfinancial advisor · Charleston, WV | Wells Fargo → Merrill Lynch | Advisor move | $285M | Reported2 sources · Details → |
| Sep 8, 2026 | Dylan Pricefinancial advisor · Charlotte, NC | Truist → Merrill Lynch | Advisor move | $300M | Reported2 sources · Details → |
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Sign in to save a view →One event can have several supporting reports. Reported book sizes describe disclosed practices and do not establish assets transferred. Unknown values are not zero. Coverage reflects monitored sources, not every industry move. Read the methodology · Explore the Team Ledger