Team move
IB Wealth Management
Cetera Investment Services → Raymond James Financial Institutions Division
What changed
Independent Bank's IB Wealth Management program, with eight financial advisors and three branch professionals managing ~$645M, moved to Raymond James FID.
- Reported / discovered
- Oct 23, 2026
- Effective
- Not reported
- New role
- Eight financial advisors and three branch professionals
- Previous role
- Not reported
- Market
- Grand Rapids, MI
- Reported book
- $645M
- Reported team size
- 11 people
- 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
InvestmentNews ↗Oct 23, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
1 observations consolidated into one event.
Oct 25, 2026Source evidence reconciled