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Private Wealth Daily
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Moves Wire

Every advisor, team and leadership move we can verify, with the firm they left, the firm they joined, reported assets and the source.

Updated Oct 23, 10:25 PM ET
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2 events · last 30 days
Prime Capital Financial × Remove filterClear all
  1. Oct 9
    Ben-DavidJoins Prime Capital FinancialExecutive appointment 1 source
    —not disclosed
  2. Oct 7
    Emil Ben-DavidEdelman Financial Engines → Prime Capital FinancialWealth Adviser · Advisor move 1 source
    —not disclosed
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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. Explore the Team Ledger

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Moves Wire — advisor, team and executive movement — Private Wealth Daily