What changed

Left Merrill Lynch for UBS office in Palo Alto, Calif.; part of a team with Jimmy Yip and client associates Leslie Vinoya, Kimberly Russell and Randall Bane.

Reported / discovered

Sep 25, 2026

Effective

Not reported

New role

advisor

Previous role

Not reported

Market

Palo Alto, CA

Reported book

Not disclosed

Reported team size

5 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

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

4 observations consolidated into one event.