What changed

Co-founder of Sierra Ridge Advisor Group, moving with 40 advisers and $2.1B AUA from LPL to Cetera.

Reported / discovered

Aug 31, 2026

Effective

Not reported

New role

co-founder

Previous role

Not reported

Market

CA

Reported book

$2.1B

Reported team size

40 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

2 observations consolidated into one event.