Team move
4thGEN Wealth Management
4thGEN Wealth Management → Modern Wealth Management
What changed
4thGEN adviser joining Modern Wealth with Corey Daniel and Dudley McGee, plus two support colleagues; practice oversees approximately $330M.
- Reported / discovered
- Oct 21, 2026
- Effective
- Not reported
- New role
- adviser
- Previous role
- Not reported
- Market
- Lodi, CA
- Reported book
- $330M
- Reported team size
- 5 people
- Named people
- 3
Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.
Sources & evidence
PLANADVISER — Advice ↗Oct 21, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
3 observations consolidated into one event.
Oct 22, 2026Source evidence reconciled