What changed

Joined Uniting Wealth Partners after 13 years at Morgan Stanley, where he managed approximately $1 billion in client assets.

Reported / discovered

Oct 1, 2026

Effective

Not reported

New role

Adviser

Previous role

Not reported

Market

Not reported

Reported book

$1B

Reported team size

2 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

2 observations consolidated into one event.