People · teams · leadership
The Moves Wire
Track advisor, team and leadership moves—with the evidence behind each event.
Updated Oct 7, 2:51 PM ET
Coverage & methodology ↗
Coverage & methodology ↗
8Distinct eventsWithin your filters
5Team 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 28, 2026 | Dan Fowlerfinancial advisor · Pampa, TX3 reported team members | Raymond James → LPL Financial | Team move | $430M | Reported3 sources · Details → |
| Sep 24, 2026 | Todd HarrisPrincipal · Rochester, NY5 reported team members | Commonwealth Financial Network → Raymond James | Team move | $500M | Reported1 source · Details → |
| Sep 24, 2026 | Jon BurnettFinancial advisor, founder of Burnett Financial Services · Amarillo, TX3 reported team members | Raymond James Financial Services → LPL Financial | Advisor move | $430M | Reported1 source · Details → |
| Sep 24, 2026 | Greenwood Wealth PartnersTeam member · Clive, IA5 reported team members | D.M. Kelly & Company → Raymond James | Team move | $1.3B | Reported1 source · Details → |
| Sep 24, 2026 | Cyan BatchelorPractice support professional joining Chad Carlile's practice · Lubbock, TX | Raymond James Financial Services → LPL Financial | Industry hire | Not disclosed | Reported1 source · Details → |
| Sep 21, 2026 | Winstone Wealth PartnersFounder and CEO, Winstone Wealth Partners · Houston, TX5 reported team members | Raymond James Financial Services → Concurrent Investment Advisors | Breakaway | $425M | Reported1 source · Details → |
| Sep 11, 2026 | Northstar Financial AdvisorsCertified Financial Planner and Certified Divorce Financial Analyst · Danville, CA | Raymond James → LPL Financial | Breakaway | $270M | Reported1 source · Details → |
| Sep 11, 2026 | Michael RogalaManaging director · Houston, TX | Merrill Lynch → Raymond James & Associates | Advisor move | $550M | 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