Pierson Wealth Management, a Santa Clarita, California-based firm managing $122 million, has changed its broker-dealer affiliation to Cetera Advisors from LPL Financial.
Ivy Pierson, who heads the firm, started her brokerage career at Morgan Stanley in 2000 and went independent in 2007, affiliating with Woodbury Financial. She became affiliated with LPL in 2017.
Thrivent Investment Management Inc. in May fired Nicholas Hale, according to his BrokerCheck profile.
About 70 bank and credit union advisors move to the Raymond James platform, while a $480M New Jersey team goes independent with LPL
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