Team move
Tully Cottillion Group
Merrill Lynch → Wells Fargo Advisors
What changed
Left Merrill Lynch for Wells Fargo Advisors as part of the Tully Cottillion Group, which managed more than $270M.
- Reported / discovered
- Sep 10, 2026
- Effective
- Not reported
- New role
- Financial Advisor
- Previous role
- Not reported
- Market
- Myrtle Beach, SC
- Reported book
- $270M
- Reported team size
- 2 people
- 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
Financial Advisor Magazine ↗Sep 10, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
1 observations consolidated into one event.
Oct 2, 2026Source evidence reconciled