Kinetic Wealth

What changed

Left Cetera to start Kinetic Wealth under LPL's supported independence model, reporting approximately $300 million across retirement plans and individual wealth management relationships.

Reported / discovered

Oct 22, 2026

Effective

Not reported

New role

Advisor

Previous role

Not reported

Market

Fresno, CA

Reported book

$300M

Reported team size

Not disclosed

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

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

4 observations consolidated into one event.