A team of three advisers managing $350 million at Merrill Lynch in St. Petersburg, Fla., has joined the employee-broker unit of Raymond James, which is headquartered there.
The team consists of Tim Gross, Leslie Gross and Mike Brown, as well as associate Jamila Kravarusic.
Mr. Gross was with Merrill Lynch for 23 years, Ms. Gross for 20 years, and Mr. Brown for the past 14 years, after beginning his career in 1995 at First Union.
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Over the first six months of one targeted initiative, the agency scooped $172M from 21,000 wealthy individuals who've been delinquent on their tax filings since 2017.
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The SEC and justice department are probing whether the firm, a subsidiary of Franklin Templeton, cherry-picked trades to favor certain clients.
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