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Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Cetera

CRD: 10299
In network coverage since September 15, 2026 · 16+ stories
0Talent net · 12 months2 in · 2 out
Observed recruiting events · 12 monthsOn the wire →
Net 0 · 2 incoming events · 2 outgoing events
Arrivals
Sierra Ridge Advisor Group
Aug 31 · from LPL Financial
Doussard Financial
Oct 7 · from Commonwealth Financial Network
Departures
Paxel Financial Consulting
Aug 25 · to LPL Financial
Kinetic Wealth
Oct 22 · to LPL Financial
Network coverage
Evergreen & Interval Funds

Kacy Walker launches $300M Kinetic Wealth on LPL

The practice leaves Cetera for LPL's supported-independence network; LPL recruited $25 billion in Q2, up 35%.
Features · Oct 26UBS Bought $5.3 Billion of Recruits and Lost $11 Billion
Moves · Oct 22RBC Wealth Management hires UBS's $1B Nepa/Susco team in Pittsburgh
Features · Oct 8Ascentis Adds $1B in Practices, Keeps Raymond James Custody
M&A · Oct 7Merit Financial buys $1.1B New York practice, its 10th Commonwealth team
Moves · Oct 7Osaic, Cetera and Raymond James add books from Equitable, Commonwealth and LPL
Moves · Oct 7Cetera recruits Commonwealth advisor Cynthia Doussard, $235M AUA
The Wrap · Oct 5Cetera re-flags Avantax team to Cetera Planning Partners
The Wrap · Oct 5Cetera and LPL add teams from Commonwealth and Cambridge on the same day
The Wrap · Oct 5Three advisor teams land at Cetera, LPL and Wells Fargo FiNet
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
Moves · Sep 18Merit bought a succession plan and paid for it in equity
Recruiting & transitions · Sep 1628 advisors kept an $825 million book by staying put
Features · Sep 16Recruiting's new currency: peer networks and plan relationships
Moves · Sep 15Cetera got the OSJ; the producers kept the book
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