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Cetera

GREENWOOD VILLAGE, CO

CRD: 10299

In network coverage since August 31, 2026 · 16+ stories

0Talent net · 12 months1 in · 1 out

Observed recruiting events · 12 monthsOn the wire →

Net 0 · 1 incoming events · 1 outgoing events

Arrivals

Sierra Ridge Advisor Group

Aug 31 · from LPL Financial

Departures

Paxel Financial Consulting

Aug 25 · to LPL Financial

Network coverage

Moves

Osaic, Cetera and Raymond James add books from Equitable, Commonwealth and LPL

Cynthia Doussard, who spent 24 years at Commonwealth, is moving a Washington practice with about $235 million in assets under administration to Cetera.

Moves · Oct 7Cetera recruits Commonwealth advisor Cynthia Doussard, $235M AUA

the_wrap · Oct 5Cetera re-flags Avantax team to Cetera Planning Partners

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

move · Sep 1628 advisors kept an $825 million book by staying put

Moves · Sep 15Cetera got the OSJ; the producers kept the book

Features · Sep 15The new M&A asset is deal flow

Moves · Sep 15Cetera buys Sierra Ridge's funnel and finances its next move

Moves · Sep 14The Succession Gap Is a Supply Forecast

Moves · Sep 4NewEdge's $12 billion day resets the talent war

move · Sep 4LPL's Merrill breakaway profile omits the economics

move · Sep 1Cetera's enterprise channel becomes the $1B exit

Features · Sep 1Custody's new battlefield is the software that moves the book

Moves · Aug 31Cetera’s Sierra Ridge win is a bet on the OSJ model

Moves · Aug 31Cetera's OSJ play wins $2.1B Sierra Ridge from LPL

Cetera

Osaic, Cetera and Raymond James add books from Equitable, Commonwealth and LPL

The Morning Brief