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RIA Intelligence
Advisor moves
Departures from Commonwealth Financial Network
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Ethan Pensak | Commonwealth Financial Network national BD | Global Retirement Partners LLC institutional | Other | Oct 2, 2025 | Oct 1, 2025 |
| Clark Mcmahon | Commonwealth Financial Network national BD | Kestra Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 2, 2025 | Oct 1, 2025 |
| Lauren Nicole Marchese | Commonwealth Financial Network national BD | Global Retirement Partners LLC institutional | Other | Oct 2, 2025 | Oct 1, 2025 |
| Antonio Veni Bastos | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 2, 2025 | Oct 2, 2025 |
| Matthew Hamilton | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 2, 2025 | Oct 3, 2025 |
| Richard Kevin Sylvester | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 2, 2025 | Oct 16, 2025 |
| Michael John Sabol | Commonwealth Financial Network national BD | Global Retirement Partners LLC institutional | Other | Oct 2, 2025 | Oct 1, 2025 |
| Jan Leo Graybill | Commonwealth Financial Network national BD | Global Retirement Partners LLC institutional | Other | Oct 2, 2025 | Oct 1, 2025 |
| Ryan Edward Sokolowski | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 2, 2025 | Oct 1, 2025 |
| Collin Garrett Loesch | Commonwealth Financial Network national BD | Global Retirement Partners LLC institutional | Other | Oct 2, 2025 | Oct 1, 2025 |
| Edmund Victor Leparskas | Commonwealth Financial Network national BD | Accelerate Retirement independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 2, 2025 | Oct 6, 2025 |
| Will Henry Meyer | Commonwealth Financial Network national BD | Mariner Independent independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 2, 2025 | Oct 1, 2025 |
| Sophie Miller | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 2, 2025 | Oct 16, 2025 |
| James Francis King | Commonwealth Financial Network national BD | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 1, 2025 | Oct 1, 2025 |
| Ruslan Nesevich | Commonwealth Financial Network national BD | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 1, 2025 | Oct 1, 2025 |
| Michael Kent Myers | Commonwealth Financial Network national BD | Stonebridge Financial Group, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 1, 2025 | Oct 1, 2025 |
| Timothy James Nenninger | Commonwealth Financial Network national BD | Stonebridge Financial Group, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 1, 2025 | Sep 30, 2025 |
| Rashid Ramiz | Commonwealth Financial Network national BD | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 1, 2025 | Oct 1, 2025 |
| Cari Jo Domask | Commonwealth Financial Network national BD | Luedtke & Associates LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 1, 2025 | Jan 14, 2026 (105 d) |
| Edith Grant Meyer | Commonwealth Financial Network national BD | Mariner Independent independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 1, 2025 | Oct 1, 2025 |
| Wendy K. Oliver | Commonwealth Financial Network national BD | Kestra Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 1, 2025 | Oct 2, 2025 |
| Mark Danner Richards | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 1, 2025 | Sep 30, 2025 |
| Jamie Ledon Lange | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 1, 2025 | Sep 30, 2025 |
| Tony Bryan Kelly | Commonwealth Financial Network national BD | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 1, 2025 | Oct 1, 2025 |
| Matthew Wesley Myers | Commonwealth Financial Network national BD | Stonebridge Financial Group, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 1, 2025 | Oct 1, 2025 |
| Austin Blake Luedtke | Commonwealth Financial Network national BD | Luedtke & Associates LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 1, 2025 | Sep 18, 2025 |
| Anthony Joseph Vignola | Commonwealth Financial Network national BD | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 1, 2025 | Oct 1, 2025 |
| James Paul Meindl | Commonwealth Financial Network national BD | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 1, 2025 | Oct 1, 2025 |
| Alyson Mandato | Commonwealth Financial Network national BD | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 1, 2025 | Oct 1, 2025 |
| Bridget Marie Maillard | Commonwealth Financial Network national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 1, 2025 | Oct 9, 2025 |
| Joseph Campi | Commonwealth Financial Network national BD | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 1, 2025 | Oct 1, 2025 |
| Grant Stewart Douglas | Commonwealth Financial Network national BD | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 1, 2025 | Oct 1, 2025 |
| Michael Allen Kelash | Commonwealth Financial Network national BD | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 1, 2025 | Sep 30, 2025 |
| Jonathan Scott Weitzman | Commonwealth Financial Network national BD | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 1, 2025 | Oct 1, 2025 |
| Gregory J Eissner | Commonwealth Financial Network national BD | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 30, 2025 | Oct 2, 2025 |
| Jeffrey Alan Heveroh | Commonwealth Financial Network national BD | Stonebridge Financial Group, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 30, 2025 | Sep 30, 2025 |
| Timothy Alan Kalien | Commonwealth Financial Network national BD | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 30, 2025 | Sep 30, 2025 |
| Ryan Randy Roloff | Commonwealth Financial Network national BD | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 30, 2025 | Oct 1, 2025 |
| Michael S. Radcliff | Commonwealth Financial Network national BD | Kestra Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 30, 2025 | Sep 30, 2025 |
| Warren M Schneider | Commonwealth Financial Network national BD | Kestra Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 30, 2025 | Sep 25, 2025 |
| Karl Andrew Mundt | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Sep 30, 2025 | Sep 30, 2025 |
| Rudy Martinez | Commonwealth Financial Network national BD | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 30, 2025 | Oct 2, 2025 |
| James Raoul Gura | Commonwealth Financial Network national BD | Stonebridge Financial Group, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 30, 2025 | Sep 30, 2025 |
| Samuel Schaedler Heveroh | Commonwealth Financial Network national BD | Stonebridge Financial Group, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 30, 2025 | Sep 30, 2025 |
| Cole Walker Myers | Commonwealth Financial Network national BD | Stonebridge Financial Group, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 30, 2025 | Oct 1, 2025 |
| Matthew Kent Burke | Commonwealth Financial Network national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 29, 2025 | Sep 26, 2025 |
| Michael Frederick Lawless | Commonwealth Financial Network national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 29, 2025 | Sep 29, 2025 |
| Joshua Alan Weaver | Commonwealth Financial Network national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 29, 2025 | Sep 26, 2025 |
| Keith Waterman | Commonwealth Financial Network national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 29, 2025 | Sep 26, 2025 |
| Matthew David Weaver | Commonwealth Financial Network national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 29, 2025 | Sep 26, 2025 |
| Heidi Ann Detmer | Commonwealth Financial Network national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 25, 2025 | Sep 24, 2025 |
| Jessica Katy Brendell | Commonwealth Financial Network national BD | Kestra Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 25, 2025 | Sep 25, 2025 |
| Michelle Lynn Moyer | Commonwealth Financial Network national BD | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 25, 2025 | Oct 3, 2025 |
| Gigi Desiree Schneppat | Commonwealth Financial Network national BD | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 24, 2025 | Sep 25, 2025 |
| Alan M Chase | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Sep 22, 2025 | Sep 23, 2025 |
| Ian Patrick Chase | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Sep 22, 2025 | Sep 22, 2025 |
| Micah Ray Crabdree | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Sep 22, 2025 | Sep 22, 2025 |
| Scott Edward Robinson | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Sep 18, 2025 | Sep 18, 2025 |
| Jonathan Edward Farrell | Commonwealth Financial Network national BD | Highmark, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Sep 17, 2025 | Sep 16, 2025 |
| Elizabeth Karen Kietzman | Commonwealth Financial Network national BD | Kestra Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 16, 2025 | Sep 16, 2025 |
2,253 moves match.