People · teams · leadership
The Moves Wire
Track advisor, team and leadership moves—with the evidence behind each event.
Updated Oct 7, 2:19 PM ET
Coverage & methodology ↗
Coverage & methodology ↗
11Distinct eventsWithin your filters
5Team moves & breakawaysEach event counted once
1Leadership changesAppointments & promotions
$3.6BReported book AUM10 of 11 events · not net flows
| Reported | Person / team | What changed | Type | Reported book | Evidence |
|---|---|---|---|---|---|
| Sep 24, 2026 | Rowland Sullivan Wealth ManagementAdvisor and founder · Lake Ozark, MO7 reported team members | Wells Fargo Advisors Financial Network → &Partners | Team move | $744M | Reported1 source · Details → |
| Sep 24, 2026 | Rowland Sullivan Wealth Management teamTeam leader · Lake Ozark, MO8 reported team members | Wells Fargo → &Partners | Team move | $744M | Reported1 source · Details → |
| Sep 23, 2026 | Jeff ChaninVeteran Advisor · Boca Raton, FL | Wells Fargo → Merrill | Advisor move | $240M | Reported3 sources · Details → |
| Sep 23, 2026 | Robert HenryAdvisor · Ann Arbor, MI2 reported team members | Stifel, Nicolaus & Co. → Wells Fargo Advisors | Team move | $355M | Reported2 sources · Details → |
| Sep 18, 2026 | Harry DrozdowskiManaging Director of Advanced Estate & Wealth Planning · Miami, FL | Wells Fargo → Sanctuary Wealth | Executive appointment | Not disclosed | Reported1 source · Details → |
| Sep 15, 2026 | Horizon Wealth Management GroupAdvisor, Horizon Wealth Management Group · Wichita, KS | Wells Fargo Advisors Financial Network → LPL Financial | Team move | $385M | Reported2 sources · 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 10, 2026 | Darron L. CarpenterFinancial Advisor · Philadelphia, PA | Citizens Securities → Wells Fargo Advisors | Advisor move | $140M | Reported1 source · Details → |
| Sep 10, 2026 | Max OrtizFinancial Advisor · San Francisco, CA | First Citizens Investor Services → Wells Fargo Advisors | Advisor move | $180M | Reported3 sources · Details → |
| Sep 8, 2026 | Ronnie Muradfinancial advisor · Charleston, WV | Wells Fargo → Merrill Lynch | Advisor move | $285M | Reported2 sources · Details → |
| Sep 8, 2026 | Ronald A. MuradFinancial Advisor | Wells Fargo → Merrill | Advisor move | $285M | Reported1 source · 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