What changed

Partner at Ecclesiastes Wealth Partners, which joined Kestra Financial's independent adviser community with approximately $550 million in client assets.

Reported / discovered

Sep 29, 2026

Effective

Not reported

New role

Partner

Previous role

Not reported

Market

Richardson, TX

Reported book

$550M

Reported team size

3 people

Named people

3

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

6 observations consolidated into one event.