Team move
Doussard Financial
Commonwealth Financial Network → Cetera
What changed
Joined Cetera's Summit Financial Networks community with ~$235M in assets under administration; spent 24 years at Commonwealth; practice includes two support staffers and a third team member studying for a securities license.
- Reported / discovered
- Oct 7, 2026
- Effective
- Not reported
- New role
- Financial Advisor
- Previous role
- Not reported
- Market
- Burlington, WA
- Reported book
- $235M
- Reported team size
- 4 people
- Named people
- 1
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
InvestmentNews ↗Oct 7, 2026 · Reporting
Private Wealth Daily ↗Oct 7, 2026 · Reporting
Private Wealth Daily ↗Oct 7, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
3 observations consolidated into one event.
Oct 8, 2026Source evidence reconciled
Oct 7, 2026Source evidence reconciled
Oct 7, 2026Source evidence reconciled