People · teams · leadership
The Moves Wire
Track advisor, team and leadership moves—with the evidence behind each event.
Updated Oct 7, 4:59 PM ET
Coverage & methodology ↗
Coverage & methodology ↗
2Distinct eventsWithin your filters
2Team moves & breakawaysEach event counted once
0Leadership changesAppointments & promotions
$1.1BReported book AUM2 of 2 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 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 → |
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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