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Wednesday, October 7, 2026The Morning Brief →Sign in
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Team move

The Hall Wealth Management Group

Merrill Lynch → UBS

Reported

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
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