People · teams · leadership
The Moves Wire
Track advisor, team and leadership moves—with the evidence behind each event.
Updated Oct 12, 4:29 AM ET
Coverage & methodology ↗
Coverage & methodology ↗
1Distinct eventsWithin your filters
1Team moves & breakawaysEach event counted once
0Leadership changesAppointments & promotions
$425MReported book AUM1 of 1 events · not net flows
| Reported | Person / team | What changed | Type | Reported book | Evidence |
|---|---|---|---|---|---|
| Sep 21, 2026 | Winstone Wealth PartnersFounder and CEO, Winstone Wealth Partners · Houston, TX5 reported team members | Raymond James Financial Services → Concurrent Investment Advisors | Breakaway | $425M | Reported1 source · Details → |
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Sign in to save a view →One event can have several supporting reports. Reported book sizes describe disclosed practices and do not establish assets transferred. Unknown values are not zero. Coverage reflects monitored sources, not every industry move. Read the methodology · Explore the Team Ledger