Moves Wire
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Track advisor, team and leadership moves—with the evidence behind each event.
| Reported | Person / team | What changed | Type | Reported book | Evidence |
|---|---|---|---|---|---|
| Sep 24, 2026 | Clear Pointe Wealth ManagementCo-Leader, Clear Pointe Wealth Management · Salt Lake City, UT | Northwestern Mutual → LPL Financial | Team move | Not disclosed | Reported1 source · Details → |
| Sep 22, 2026 | Cornerstone Advisorsadvisor; co-leader, Cornerstone Advisors · Salt Lake City, UT7 reported team members | Northwestern Mutual → LPL | Team move | $1B | Reported1 source · Details → |
| Sep 3, 2026 | Kevin SpahnFinancial Advisor18 reported team members | Northwestern Mutual → OnePoint BFG Wealth Partners | Advisor move | $2B | 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