Team move
Financial Guide Solutions
MML Investors Services → Cetera Wealth Partners
What changed
Financial planning operations director joined Financial Guide Solutions in its move from MML Investors Services to Cetera Wealth Partners.
- Reported / discovered
- Oct 23, 2026
- Effective
- Not reported
- New role
- Financial planning operations director
- Previous role
- Not reported
- Market
- Bethel, CT
- Reported book
- $210M
- Reported team size
- 6 people
- Named people
- 7
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
InvestmentNews ↗Oct 23, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
12 observations consolidated into one event.
Oct 25, 2026Source evidence reconciled