Team move
The Hall Wealth Management Group
Merrill Lynch → UBS
What changed
Hall shifted his Merrill practice to UBS Pacific Northwest Market; the group continues as The Hall Wealth Management Group.
- Reported / discovered
- Sep 4, 2026
- Effective
- Not reported
- New role
- Financial Advisor
- Previous role
- Not reported
- Market
- Bellevue, WA
- Reported book
- $500M
- Reported team size
- 3 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
WealthManagement.com ↗Sep 4, 2026 · Reporting
Private Wealth Daily ↗Sep 4, 2026 · Reporting
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.
Oct 2, 2026Source evidence reconciled