Financial advisor
Ivy Pierson
Now at RFG Advisory · Pierson Wealth Management · Santa Clarita, CA
Registered as AUDREY IVY PIERSON · Audrey Ivy Pierson
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Pierson Wealth Management | Cetera | RFG Advisory | Lateral | April 7, 2026 | $230M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| RFG ADVISORY, LLC | Investment adviser | April 6, 2026 | Current |
| CETERA INVESTMENT ADVISERS LLC | Investment adviser | March 21, 2024 | April 8, 2026 |
| CETERA ADVISORS LLC | Investment adviser | December 4, 2020 | March 21, 2024 |
| CETERA ADVISORS LLC | Broker-dealer | December 4, 2020 | April 8, 2026 |
| LPL FINANCIAL LLC | Investment adviser | November 9, 2017 | December 31, 2018 |
| HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS | Investment adviser | November 27, 2013 | December 31, 2020 |
| LPL FINANCIAL LLC | Broker-dealer | November 20, 2013 | December 15, 2020 |
| HOUSEHOLDER GROUP FINANCIAL ADVISORS, LLC | Investment adviser | October 12, 2010 | November 27, 2013 |
| SECURITIES SERVICE NETWORK, INC. | Broker-dealer | October 6, 2010 | November 20, 2013 |
| WOODBURY FINANCIAL SERVICES, INC. | Investment adviser | April 28, 2006 | October 8, 2010 |
| WOODBURY FINANCIAL SERVICES, INC. | Broker-dealer | April 28, 2006 | October 8, 2010 |
| MORGAN STANLEY | Investment adviser | August 24, 2000 | May 2, 2006 |
| MORGAN STANLEY DW INC. | Broker-dealer | March 30, 2000 | May 2, 2006 |
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.