Jake Spruiell doing business as Sonterra Wealth Management LLC
Joins Cetera from PNC Investments
Jake Spruiell doing business as Sonterra Wealth Management LLC
Joins Cetera from PNC Investments
Steven Dalton Joins Cetera via Cetera Wealth Partners
Paul Seymour and Nicole Parker doing business as Financial Services Joins Cetera from Cadaret, Grant & Co., Inc.
Rally Wealth and Benefits Joins Cetera From Commonwealth
Father-son practice based in Paramus, New Jersey, represents third acquisition for The Retirement Planning Group, Cetera's employee-based RIA
San Diego County's longest serving financial institution joins Cetera Financial Institutions from Osaic
GTE Investment Group, East West Wealth Management, and First PREMIER Investment Services among institutions signing long-term extensions with Cetera Financial Institutions
Southshore Wealth Management Joins Cetera Advisor Networks From Amerprise