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Wednesday, October 7, 2026The Morning Brief →Sign in
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Team move

Not disclosed

Wells Fargo Advisors Financial Network → Carson Group

Reported

What changed

Carson Group added a $1.76 billion team from Wells Fargo Advisors Financial Network in New Hampshire.

Reported / discovered
Aug 20, 2026
Effective
Not reported
New role
Advisor team
Previous role
Not reported
Market
New Hampshire
Reported book
$1.8B
Reported team size
Not disclosed
Named people
1

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

InvestmentNews ↗Aug 20, 2026 · Reporting

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

1 observations consolidated into one event.

Oct 2, 2026Source evidence reconciled
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