firm
Cetera (Summit Financial Networks)
In PWD coverage since August 17, 2026 · 1 story
+1Talent net · 12 months2 in · 1 out
Talent flow · 12 monthsOn the wire →
Net +1 · 2 arrivals · 1 departures
Rick Bergstrom
Aug 16 · team liftout
Jim Tucker
Aug 16 · team liftout
Arrivals
Jim Tucker
Aug 16 · from Commonwealth Financial Network
Rick Bergstrom
Aug 16 · from Commonwealth Financial Network
Departures
Mark Palmer
Aug 19 · to Presidio Financial Partners
PWD coverage
the_wrap
Independent broker-dealers lose three teams in one day
Commonwealth lost two teams to Cetera and Hightower added a $275 million team from Valley, all on Aug. 17