What changed

Advisor joined Merrill’s Charlotte office with about $300M in client assets and $1.7M in production from Truist.

Reported / discovered

Sep 8, 2026

Effective

Not reported

New role

financial advisor

Previous role

Not reported

Market

Charlotte, NC

Reported book

$300M

Reported team size

Not disclosed

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

2 observations consolidated into one event.