bank
Citizens Securities
In PWD coverage since September 10, 2026 · 1 story
+4Talent net · 12 months4 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +4 · 4 arrivals · 0 departures
Darron Carpenter
Sep 9 · advisor move
Arrivals
Rob Lunn
Aug 21 · from Morgan Stanley
Matt Newnham
Aug 14
Michael Yannell
Aug 14
Adam Clark
Aug 14 · from JP Morgan
Departures
None tracked.
PWD coverage
Moves
Wells Fargo's $590 million month is really three small hires
Two of the three books came out of deposit-franchise brokerage programs, which is a cheaper second front than the wirehouse recruiting war admits.