bank
UBS Financial Services
In PWD coverage since August 20, 2026 · 3 stories
-38Talent net · 12 months0 in · 38 out
Talent flow · 12 monthsOn the wire →
Net -38 · 0 arrivals · 38 departures
Adam E. Pearsall
Aug 20 · advisor move
Adam E. Pearsall
Aug 19 · advisor move
Arrivals
None tracked.
Departures
Adam E. Pearsall
Aug 20 · to Raymond James & Associates
Advisor
Aug 20 · destination pending
Advisor
Aug 20 · destination pending
Advisor
Aug 20 · destination pending
Advisor
Aug 20 · destination pending
Advisor
Aug 20 · destination pending
PWD coverage
advisor_note
Schwab keeps the small accounts. Edward Jones buys in.
Independent advisors have until 2027 to build their own route to small accounts. Schwab and Edward Jones are already taking theirs.