People · teams · leadership
The Moves Wire
Track advisor, team and leadership moves—with the evidence behind each event.
Updated Oct 22, 10:40 PM ET
Coverage & methodology ↗
Coverage & methodology ↗
3Distinct eventsWithin your filters
0Team moves & breakawaysEach event counted once
0Leadership changesAppointments & promotions
$235MReported book AUM2 of 3 events · not net flows
| Reported | Person / team | What changed | Type | Reported book | Evidence |
|---|---|---|---|---|---|
| Oct 2, 2026 | Theodore “Theo” Kuczarskiwealth management advisor · Tampa, FL | Joins OnePoint BFG Wealth Partners | Advisor move | Not disclosed | Reported1 source · Details → |
| Oct 1, 2026 | Theodore KuczarskiWealth Management Adviser · Tampa, FL | Joins OnePoint BFG Wealth Partners | Advisor move | $85M | Reported2 sources · Details → |
| Oct 1, 2026 | Mark HoffmanAdviser · Atlanta, GA | Lanier Asset Management → OnePoint BFG Wealth Partners | Advisor move | $150M | Reported1 source · Details → |
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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