TEAM MOVES
Capwealth–Corient pattern; 3 potential adviser groups
Registration records observed October 28, 2026, associated Jason A. Krueger and three other people with a potential affiliation pattern involving Capwealth Advisors, LLC and Corient. The records do not verify a team transfer or employment change.
By Daniel Mercer·Edition ·1 min read
Jason A. Krueger was among four people associated in registration records with a potential affiliation pattern involving Capwealth Advisors, LLC and Corient. The group was observed on October 28, 2026, as one of three potential adviser groups. The pattern does not verify that anyone moved between firms.
Another pattern linked four people in registration records with UBS Financial Services Inc. and Elevation Point Wealth Partners, LLC. The records do not establish employment dates, a coordinated transfer or complete team membership.
Potential adviser groups
The appendix lists all 3 potential affiliation groups on 10/28/2026 within the 10/28/2026–10/28/2026 source window. These entries describe potential affiliation patterns, not confirmed team transfers; names may be partial.
| Observed | Origin firm CRD | Destination firm CRD | Observed advisers | Source-listed advisers | Classification |
|---|---|---|---|---|---|
| 10/28/2026 | 8032 | 149018 | 2 | John S. Beloin; Carol E. Beloin | Potential affiliation group; not a confirmed team transfer |
| 10/28/2026 | 148781 | 319448 | 4 | Jason A. Krueger; Timothy J. Pagliara; Caleb A. Alexander; Blake E. Harrison | Potential affiliation group; not a confirmed team transfer |
| 10/28/2026 | 8174 | 137068 | 4 | Sam J. Mineo; Russell W. Price; Sidney Thompson; Khristopher R. Hoopes | Potential affiliation group; not a confirmed team transfer |