firm
Wells Fargo Advisors Financial Network (FiNet)
In PWD coverage since September 30, 2026 · 2 stories
2Moves on the wire · 12 months
Observed recruiting events · 12 monthsOn the wire →
Murray Street Wealth Advisors
Aug 21 · team liftout
Gabriel Armancas
Aug 21 · advisor move
PWD coverage
move
A $1.3 billion UBS duo joins Ascend Advisory Group in Dublin, Ohio
Jeffrey Cullman and Bruce Holt join a Dublin, Ohio practice that held $2.5 billion as of December, while the hiring report cites their team at both $1.3 billion and $1 billion.