other
Commonwealth Financial Services
VIENNA, WV
CRD: 324930
In network coverage since September 30, 2026 · 4 stories
$995MRegulatory AUMSEC Form ADV · Oct 17
26EmployeesForm ADV
-1Talent net · 12 months0 in · 1 out
Regulatory AUM · Oct 3 – Oct 17
Observed recruiting events · 12 monthsOn the wire →
Net -1 · 0 incoming events · 1 outgoing events
Arrivals
None tracked.
Departures
Heritage Financial & Investment Services
Sep 30 · to Carson Group Holdings Inc.
Network coverage
the_wrap
FiNet, Cetera, LPL, Kestra and Carson add five multi-adviser teams on Oct. 5
All five teams landed on independent platforms; four of the five moves name a source firm, and only Fitzgerald Financial Group, at $185 million, arrived with a disclosed asset total.