What changed

Leads The Cullman/Holt Group, which left UBS for FiNet-affiliated Ascend Advisory Group with $1.3B in assets.

Reported / discovered

Sep 30, 2026

Effective

Not reported

New role

Managing Director

Previous role

Not reported

Market

Upper Arlington, OH

Reported book

$1.3B

Reported team size

7 people

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

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.