other
Financial Advisor
In PWD coverage since September 22, 2026 · 1 story
+6Talent net · 12 months23 in · 17 out
Talent flow · 12 monthsOn the wire →
Net +6 · 23 arrivals · 17 departures
Arrivals
Advisor
Sep 27
Advisor
Sep 27
Advisor
Sep 27
Advisor
Sep 26 · from Merit Financial Advisors
Advisor
Sep 26
Jeff Myers
Sep 24 · from Long Island Wealth Management
Departures
Tim Harrington
Sep 18 · to Apella Wealth
Michael Stark
Sep 17 · to Steward Partners
SCOTT PORTLOCK
Sep 14 · to PURSHE KAPLAN STERLING INVESTMENTS
Advisor
Sep 8 · destination pending
Advisor
Sep 8 · destination pending
Advisor
Sep 8 · destination pending
PWD coverage
RIA
Meristead's rebrand puts the client relationship ahead of the old name
A decade of converting do-it-yourself investors into a $1.4 billion book never shows up on a deal sheet; the new name makes it portable.