What changed

Leads Redstone Wealth Management Group, which joined Wedbush from UBS Financial Services and reports more than $500M AUM.

Reported / discovered

Sep 11, 2026

Effective

Not reported

New role

Managing director of investments and portfolio management; Certified Financial Planner

Previous role

Not reported

Market

Greensboro, NC

Reported book

$500M

Reported team size

4 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

1 observations consolidated into one event.