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 23, 2026 | Damon CouchAdvisor · La Jolla, CA | Bank of America Private Bank → RBC Wealth Management | Advisor move | Not disclosed | Reported2 sources · Details → |
| Sep 23, 2026 | Lisa BehunFinancial Advisor and Managing Director · La Jolla, CA2 reported team members | Bank of America Private Bank → RBC Wealth Management | Team move | $2B | Reported2 sources · Details → |
| Sep 4, 2026 | ClearHaven Wealth ManagementFinancial Advisor · Oakdale, MN3 reported team members | RBC Wealth Management → LPL Financial | Team move | $395M | 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