What changed

Co-founded Tucker Bria Wealth Strategies with Patrick Bria; joined Cetera's Summit Financial Networks with $420M AUA.

Reported / discovered

Aug 13, 2026

Effective

Not reported

New role

Advisor

Previous role

Not reported

Market

Durham, N.C.

Reported book

$420M

Reported team size

2 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

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

5 observations consolidated into one event.