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Every advisor, team and leadership move we can verify, with the firm they left, the firm they joined, reported assets and the source.

Updated Oct 27, 5:56 AM ET

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Reported book$210M1 of 1 events · not net flows

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1 event · last 30 days

Cetera Wealth Partners × Remove filter Clear all

Oct 23
Financial Guide SolutionsMML Investors Services → Cetera Wealth PartnersFinancial planning operations director · Bethel, CT · 6 on the team · Team move 1 source
$210Mreported book

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One event can have several supporting reports. Reported book sizes describe disclosed practices and do not establish assets transferred. Unknown values are not zero. Coverage reflects monitored sources, not every industry move. Explore the Team Ledger

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