firm
Cetera (Summit Financial Networks)
In PWD coverage since August 17, 2026 · 1 story
+2Talent net · 12 months4 in · 2 out
Talent flow · 12 monthsOn the wire →
Net +2 · 4 arrivals · 2 departures
Jim Tucker
Aug 16 · team liftout
Rick Bergstrom
Aug 16 · team liftout
Arrivals
Ed O'Brien
Aug 21 · from Fidelity
Mike Durbin
Aug 21 · from Fidelity
Jim Tucker
Aug 16 · from Commonwealth Financial Network
Rick Bergstrom
Aug 16 · from Commonwealth Financial Network
Departures
Adam Antonaides
Aug 22 · destination pending
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