other
Summit Financial Networks
In PWD coverage since August 14, 2026 · 2 stories
+3Talent net · 12 months3 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +3 · 3 arrivals · 0 departures
Jim Tucker
Aug 16 · team liftout
Rick Bergstrom
Aug 16 · team liftout
Arrivals
Jim Tucker
Aug 16 · from Commonwealth Financial Network
Jim Tucker
Aug 16 · from Commonwealth Financial Network
Rick Bergstrom
Aug 16 · from Commonwealth Financial Network
Departures
None tracked.
PWD coverage
the_wrap
The IBD talent war opens a wirehouse front
Cetera pulled two groups from Commonwealth and Raymond James took a team from Wells Fargo on the same Monday. The fight for independent advisors now runs on two fronts.