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Monday, October 5, 2026The Morning Brief →Sign in
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Uniting Wealth Partners

DENVER, CO
CRD: 332317
In PWD coverage since October 1, 2026 · 3 stories
$935MRegulatory AUMSEC Form ADV · Oct 3
23EmployeesForm ADV
+2Talent net · 12 months2 in · 0 out
Observed recruiting events · 12 monthsOn the wire →
Net +2 · 2 incoming events · 0 outgoing events
Arrivals
Dana Cornell
Oct 1 · from Morgan Stanley
Kyle Kirk
Oct 1 · from Ameriprise
Departures
None tracked.
PWD coverage
Features

Fidelity tells sub-$100 million RIA clients to reach $100 million or leave by mid-2027

Concurrent announced its first platform purchase and HB Wealth closed a Texas deal this week as the June 2027 deadline makes sub-scale firms sale candidates.
Features · Oct 3Rockefeller, FiNet and Uniting absorb $3.3 billion in employee-channel books
Moves · Oct 1Morgan Stanley advisor Dana Cornell, who oversaw $1 billion, joins Uniting Wealth Partners
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