Scott Hardy team leaves Commonwealth Financial Network for Summit Wealth Group with $189 million
The Hardy team's departure is listed as a breakaway, not a block trade.
At a glance
Scott Hardy's team left Commonwealth Financial Network for Summit Wealth Group with $189 million in client assets, according to our tracking.
AlphaCore Wealth Advisory added Todd Roselle's nine-advisor Blue Rock team, according to our tracking.
Oxford Financial Group brought on Nicholas Detmer and Scott Ryan from Regent Street.
Scott Hardy's team left Commonwealth Financial Network for Summit Wealth Group with $189 million in client assets, according to our tracking. The move is listed as a breakaway rather than a block trade.
AlphaCore Wealth Advisory added Todd Roselle's nine-advisor Blue Rock team, according to our tracking.
Oxford Financial Group brought on Nicholas Detmer and Scott Ryan from Regent Street. The AlphaCore and Oxford additions appear as executive changes, not breakaways.
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