firm
Carson Group Holdings Inc.
In PWD coverage since October 5, 2026 · 1 story
+1Talent net · 12 months1 in · 0 out
Observed recruiting events · 12 monthsOn the wire →
Net +1 · 1 incoming events · 0 outgoing events
Arrivals
Heritage Financial & Investment Services
Sep 30 · from Commonwealth Financial Services
Departures
None tracked.
PWD coverage
the_tape
Cetera, LPL, Kestra, Carson and Wells Fargo lift teams in one day
Three of the five moves came from independent broker-dealers, and Cetera's $185 million Fitzgerald Financial Group liftout was the only asset figure disclosed.