Brind.
  1. Staff from Wells Fargo Advisors based in Indianapolis departed their roles to join practices in Basking Ridge and Dana Point.

Advisors moved from Wells Fargo to Merrill Lynch, with teams relocating to Saratoga Springs and Dana Point.

2 reports, 1 independent Updated Jul 30
Gone quiet
Reports
2
Developments
2
Repetition
0%

New informationRepeats or wire copies

AI-generated analysis. Brind wrote this summary from the reports listed below. It can be wrong. Each section says how much you can rely on it, and the sources are linked so you can check.

What happened

Some supportReported by 1 outlet

Advisors moved from Wells Fargo to Merrill Lynch, with teams relocating to Saratoga Springs and Dana Point.

Who's involved

What this event is mainly about
Wells Fargo AdvisorsMerrill Lynch

How it developed

Newest first. Tap a step to see who reported it.
  1. Acquisition of teams and practice from Wells Fargo Advisors and city locations.1 source
  2. Wells Fargo Advisors staff moved to Merrill Lynch, establishing practices in Saratoga Springs.1 source

Keep exploring

Part of

Staff from Wells Fargo Advisors based in Indianapolis departed their roles to join practices in Basking Ridge and Dana Point. All 1 developments

The entities involved

Coverage

Newest first; wire copies grouped