firm
Carson Group Holdings Inc.
In network coverage since October 5, 2026 · 1 story
+1Talent net · 12 months1 in · 0 out
Observed recruiting events · 12 monthsOn the wire →
Net +1 · 1 incoming events · 0 outgoing events
Arrivals
Heritage Financial & Investment Services
Sep 30 · from Commonwealth Financial Services
Departures
None tracked.
Network coverage
The Tape
Cetera, LPL, Kestra, Carson and Wells Fargo lift teams in one day
Three of the five moves came from independent broker-dealers, and Cetera's $185 million Fitzgerald Financial Group liftout was the only asset figure disclosed.