Financial advisor
John Gallagher
Now at Cetera · Tupelo Wealth Partners · Harleysville, PA
Registered as JOHN WALTER GALLAGHER
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Tupelo Wealth Partners | Commonwealth | Cetera | Lateral | June 4, 2026 | $490M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | Investment adviser | May 4, 2026 | Current |
| CETERA WEALTH SERVICES, LLC | Broker-dealer | May 4, 2026 | Current |
| COMMONWEALTH FINANCIAL NETWORK | Investment adviser | November 1, 2023 | May 6, 2026 |
| COMMONWEALTH FINANCIAL NETWORK | Broker-dealer | November 1, 2023 | May 6, 2026 |
| CAPITAL ANALYSTS | Investment adviser | January 4, 2017 | November 1, 2023 |
| LINCOLN INVESTMENT | Investment adviser | April 14, 2011 | November 1, 2023 |
| LINCOLN INVESTMENT PLANNING, INC | Investment adviser | April 8, 2008 | December 31, 2009 |
| LINCOLN INVESTMENT | Broker-dealer | May 31, 2006 | November 1, 2023 |
| METLIFE SECURITIES INC. | Broker-dealer | November 28, 2005 | May 11, 2006 |
| METROPOLITAN LIFE INSURANCE COMPANY | Broker-dealer | November 28, 2005 | May 11, 2006 |
| CITISTREET EQUITIES LLC | Broker-dealer | June 7, 1993 | December 31, 2005 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.