What changed

Left Bank of America Private Bank to join RBC Wealth Management's La Jolla branch as part of a $2B duo.

Reported / discovered

Sep 23, 2026

Effective

Not reported

New role

Financial Advisor and Managing Director

Previous role

Not reported

Market

La Jolla, CA

Reported book

$2B

Reported team size

2 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

2 observations consolidated into one event.