The Moves Wire the industry’s tape for talent · updated continuously
Advisor and executive movement across wealth management. Entries marked ● VERIFIED are confirmed against SEC registration records — not press releases.
33 of the latest entries match
Sep 21Team lift-outTimothy M. Brennan · $888M — Commonwealth Financial Network → Merit Financial Advisors
Sep 19MoveTim Brennan · $888M — Pinnacle Financial Group (Commonwealth Financial Network) → Merit Financial Advisors
Sep 14Registrations4 advisors — Merit Financial Advisors → MERIT FINANCIAL ADVISORS● VERIFIED
Sep 13Registrations3 advisors onto MERIT FINANCIAL ADVISORS’s roster● VERIFIED
Sep 8Registrations3 advisors onto MERIT FINANCIAL ADVISORS’s roster● VERIFIED
Sep 8Registrations2 advisors off MERIT FINANCIAL ADVISORS’s roster · destinations pending● VERIFIED
Sep 8Registrations16 advisors off Merit Financial Advisors’s roster · destinations pending● VERIFIED
Aug 31Team lift-outLeo Wai · team of 14 — Merit Financial Advisors → PURSHE KAPLAN STERLING INVESTMENTS● VERIFIED
Aug 31Registrations4 advisors onto MERIT FINANCIAL ADVISORS’s roster● VERIFIED
Aug 30Registrations4 advisors onto MERIT FINANCIAL ADVISORS’s roster● VERIFIED
Aug 29Registrations5 advisors onto MERIT FINANCIAL ADVISORS’s roster● VERIFIED
Aug 29Registrations23 advisors off Merit Financial Advisors’s roster · destinations pending● VERIFIED
Aug 27Registrations6 advisors off MERIT FINANCIAL ADVISORS’s roster · destinations pending● VERIFIED
Aug 27Registrations14 advisors off Merit Financial Advisors’s roster · destinations pending● VERIFIED
Aug 23Registrations10 advisors onto MERIT FINANCIAL ADVISORS’s roster● VERIFIED
Aug 22Registrations4 advisors onto MERIT FINANCIAL ADVISORS’s roster● VERIFIED
Aug 22Registrations20 advisors off Merit Financial Advisors’s roster · destinations pending● VERIFIED
Aug 19Registrations16 advisors off Merit Financial Advisors’s roster · destinations pending● VERIFIED
Aug 17Team lift-outLeo Wai, Arin Hovanesian · team of 2 — MERIT FINANCIAL ADVISORS → PURSHE KAPLAN STERLING INVESTMENTS● VERIFIED
Aug 14Team lift-outScott Miller · team of 9 — Commonwealth Financial Network → Merit Financial Advisors
Aug 14Team lift-outSean Montgomery · team of 9 — Commonwealth Financial Network → Merit Financial Advisors
Aug 14Team lift-outMatt Dupon · team of 9 — Commonwealth Financial Network → Merit Financial Advisors
From the Moves Desk
Hightower's new president is a bet on the operating layer
Marco De Freitas will run the platform, data and AI at a firm whose growth has outrun its operating layer.
LPL's real prize in Salt Lake City is the bench
Two Salt Lake City practices from one firm land on three LPL platforms at once, and the staff who moved with them will decide whether the assets stay.
Composition Wealth staffs the two seats that make a roll-up close
A general counsel with alternatives depth and a head of advisors built from Edelman's bench are the hires a serial acquirer makes once the constraint moves from signing deals to absorbing them.
Concurrent's Raymond James alumni pipeline lands a fourth team
Winstone is at least the fourth Raymond James-linked team to land on Concurrent's platform this year, and the alumni network is the sales channel.
Free deep view 0 of 3 this month.
The full wire — every verified move with filters and the Net Flows ledger — stays free for Morning Brief readers, every day.