wealth team
Cullman/Holt Group
$1.3BBook of businessas reported in coverage
7Advisors
Dublin, OHMarket
1Moves on our record
The lineage
until Sep 29, 2026PRIORUBS Financial Services
Sep 29, 2026PRIORWells Fargo Advisors Financial Network (FiNet)
Oct 1, 2026PRIORAscend Advisory Group (Wells Fargo Advisors Financial Network affiliate)
Oct 1, 2026PRIORWells Fargo Advisors Financial Network (Ascend Advisory Group)
Oct 2, 2026PRIORAscend Advisory Group
Oct 5, 2026CURRENTWells Fargo Advisors Financial Network (FiNet)
Sep 30, 2026team liftoutUBS → Ascend Advisory Group
No published coverage yet.