other
Summit Financial Networks
In PWD coverage since August 14, 2026 · 3 stories
+2Talent net · 12 months2 in · 0 out
Observed recruiting events · 12 monthsOn the wire →
Net +2 · 2 incoming events · 0 outgoing events
Arrivals
Rick Bergstrom
Aug 13 · from Commonwealth Financial Network
Tucker Bria Wealth Strategies
Aug 13 · from Commonwealth Financial Network
Departures
None tracked.
PWD coverage
The Close
A $160 million Annapolis defection shows the Commonwealth diaspora still flows
A four-person, $160 million practice leaving Commonwealth is a small move with outsized meaning for LPL's retention math and Cetera's channel strategy.