Moves Wire
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Track advisor, team and leadership moves—with the evidence behind each event.
| Reported | Person / team | What changed | Type | Reported book | Evidence |
|---|---|---|---|---|---|
| Oct 2, 2026 Scheduled | Drew McMorrowBoard Member | Joins Certified Financial Planner Board of Standards Inc.Effective Jan 1, 2027 | Executive appointment | Not disclosed | Reported1 source · Details → |
| Oct 2, 2026 | Sumanth SukumarChief Technology Officer | Leaves Altruist · destination not reported | Departure | Not disclosed | Reported1 source · Details → |
| Oct 2, 2026 | Austin ScottFormer Ameriprise team member2 reported team members | Ameriprise → Osaic Wealth | Breakaway | Not disclosed | Reported1 source · Details → |
| Oct 2, 2026 | Tom ValverdeRIA sales executive | Leaves Fidelity Institutional · destination not reported | Departure | Not disclosed | Reported1 source · Details → |
| Oct 2, 2026 Scheduled | Evelyn ZohlenBoard Member | Joins Certified Financial Planner Board of Standards Inc.Effective Jan 1, 2027 | Executive appointment | Not disclosed | Reported1 source · Details → |
| Oct 2, 2026 | Kate MapstoneHead of RIA Strategy | Robinhood → TradePMR | Executive appointment | Not disclosed | Reported1 source · Details → |
| Oct 2, 2026 | Jon PatulloChief Operating Officer and Chief Information Officer | TradePMR → CG Financial Services | Executive appointment | Not disclosed | Reported2 sources · Details → |
| Oct 2, 2026 | Theodore “Theo” Kuczarskiwealth management advisor · Tampa, FL | Joins OnePoint BFG Wealth Partners | Advisor move | Not disclosed | Reported1 source · Details → |
| Oct 2, 2026 | Richard MilletFormer broker | Leaves Ameriprise · destination not reported | Retirement | Not disclosed | Reported1 source · Details → |
| Oct 2, 2026 | Theodore Kuczarskiwealth management advisor · Tampa, FL | Joins OnePoint BFG Wealth Partners | Advisor move | Not disclosed | Reported1 source · Details → |
| Oct 2, 2026 | Eugene "Gino" DeRangoDirector of CG Advisor Network | Axos Advisor Services → CG Financial | Executive appointment | Not disclosed | Reported1 source · Details → |
| Oct 2, 2026 | Elite Retirement ConsultantsPresident and CEO, Elite Retirement Consultants · Sparta, NJ12 reported team members | Elite Retirement Consultants → Procyon Partners | Executive appointment | $415M | Reported1 source · Details → |
| Oct 2, 2026 | Alan MooreCEO | Joins AdvicePay | Executive appointment | Not disclosed | Reported1 source · Details → |
| Oct 2, 2026 | Marco De FreitasPresident | Vanguard → Hightower | Executive appointment | Not disclosed | Reported1 source · Details → |
| Oct 2, 2026 | Andre SelfaFormer Ameriprise team member2 reported team members | Ameriprise → Osaic Wealth | Breakaway | Not disclosed | Reported1 source · Details → |
| Oct 2, 2026 | Rich PolicastroRIA sales executive | Leaves Fidelity Institutional · destination not reported | Departure | Not disclosed | Reported1 source · Details → |
| Oct 2, 2026 | Cedarstone AdvisorsOperations manager · Thousand Oaks, CA3 reported team members | Cedarstone Advisors → Savant Wealth Management | Executive appointment | $213M | Reported1 source · Details → |
| Oct 2, 2026 | Kelsey LewisPresident · Bozeman, MT | AdvicePay · President | Internal appointment | Not disclosed | Reported1 source · Details → |
| Oct 2, 2026 | Jennifer FrazierPresident | Hightower · President | Internal appointment | Not disclosed | Reported1 source · Details → |
| Oct 2, 2026 Scheduled | Zar ToolanBoard Member | Joins Certified Financial Planner Board of Standards Inc.Effective Jan 1, 2027 | Executive appointment | Not disclosed | Reported1 source · Details → |
| Oct 1, 2026 | Kyle KirkAdviser2 reported team members | Ameriprise → Uniting Wealth Partners | Advisor move | $100M | Reported2 sources · Details → |
| Oct 1, 2026 | Tamara DarlingManaging Director, Northwest Sales | 1031 Crowdfunding → Capital Square | Executive appointment | Not disclosed | Reported1 source · Details → |
| Oct 1, 2026 | Dana CornellAdviser2 reported team members | Morgan Stanley → Uniting Wealth Partners | Breakaway | $1B | Reported2 sources · Details → |
| Oct 1, 2026 | Larry RothStrategic Advisory Board member | Joins WealthStream | Executive appointment | Not disclosed | Reported3 sources · Details → |
| Sep 30, 2026 | Jamie MelvilleLead of Merchant's Australian arm | Joins Merchant Investment Management | Executive appointment | Not disclosed | Reported1 source · Details → |
| Sep 30, 2026 | Justin GreinerGroup CEO | Joins Ironbark Financial Group | Executive appointment | Not disclosed | Reported1 source · Details → |
| Sep 30, 2026 | The Cullman/Holt GroupManaging Director · Upper Arlington, OH7 reported team members | UBS → Ascend Advisory Group | Team move | $1.3B | Reported2 sources · Details → |
| Sep 30, 2026 | James SchugelNational Sales Consultant, finals and deal strategy (plans of $10M+ in assets) | Joins The Standard (Standard Insurance Company) | Industry hire | Not disclosed | Reported1 source · Details → |
| Sep 30, 2026 | Chris LarsenManaging Director and Executive Chair | Ironbark Financial Group · Managing Director and Executive Chair | Internal appointment | Not disclosed | Reported1 source · Details → |
| Sep 30, 2026 | Brendan CarpenterChief Operating Officer, Executive Director and Deputy Chair | Joins Ironbark Financial Group | Executive appointment | Not disclosed | 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