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Summit Financial Networks

In network coverage since August 14, 2026 · 10 stories

+2Talent net · 12 months2 in · 0 out

Observed recruiting events · 12 monthsOn the wire →

Net +2 · 2 incoming events · 0 outgoing events

Arrivals

Rick Bergstrom

Aug 13 · from Commonwealth Financial Network

Tucker Bria Wealth Strategies

Aug 13 · from Commonwealth Financial Network

Departures

None tracked.

Network coverage

Moves

Osaic, Cetera and Raymond James add books from Equitable, Commonwealth and LPL

Cynthia Doussard, who spent 24 years at Commonwealth, is moving a Washington practice with about $235 million in assets under administration to Cetera.

Moves · Oct 7Cetera recruits Commonwealth advisor Cynthia Doussard, $235M AUA

the_wrap · Oct 5Cetera and LPL add teams from Commonwealth and Cambridge on the same day

the_tape · Oct 5Cetera, LPL, Kestra, Carson and Wells Fargo lift teams in one day

Moves · Oct 1Cullman/Holt Group, a seven-person UBS team with $1.3 billion, joins Wells Fargo FiNet in Ohio

The Close · Aug 27A $160 million Annapolis defection shows the Commonwealth diaspora still flows

the_wrap · Aug 19The IBD talent war opens a wirehouse front

the_wrap · Aug 17Independent broker-dealers lose three teams in one day

Moves · Aug 17Cetera lands a $420 million Commonwealth duo in Durham

RIA · Aug 14Cetera Recruits $420M Duo From Commonwealth