Thursday, October 29, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe

Regulation

LPL-Affiliated Firm Sues Former Advisor, Cetera for Soliciting Clients, Stealing Data

Image: WealthManagement.com

Wochnick Financial Services accused former employee Andrew Koetter of breaching noncompete terms and taking client data before joining Cetera, with 19 accounts reportedly lost so far.

Summary as published by WealthManagement.com
Read the full story at WealthManagement.com →

Financial ADVSR links to reporting from across the industry. This story was reported by WealthManagement.com. Financial ADVSR is not affiliated with WealthManagement.com. Updated every 10 minutes.

The full wire →