The broker-dealer we are affiliated with, Cetera Advisor Networks LLC—an independent firm that provides industry-leading financial products and services to professionals like us across the country—will be changing its name to Cetera Wealth Services LLC in the coming weeks. You may see either name used through the end of 2025. The new name reflects our ongoing commitment to delivering personalized wealth management services and reinforces the value we place on helping clients like you pursue your financial goals with clarity and confidence. Please be assured that this change will not affect our relationship with you or your accounts in any way. No action is required on your part, and we will continue to provide the same high level of service and support you have come to expect. We truly value our relationship and appreciate your continued trust and confidence. We look forward to serving your investment and financial planning needs for many years to come. If you have any questions, please don’t hesitate to contact us. |
Broker-Dealer Name Change
July 01, 2025