Merrill, JP Morgan reps managing $511 million go indie with FiNet
Minnesota Merrill team and Michigan solo broker affiliate with Wells Fargo.
A three-broker team managing $400 million at Merrill Lynch in Plymouth, Minn., and a JP Morgan adviser managing $111 million in Niles, Mich., have left their firms to go independent through the FiNet unit of Wells Fargo.
Leaving Merrill Lynch are Shawn Greseth, Chris Kellett and Donovan Laib. The three were career Merrill Lynch brokers, having spent 22 years, 13 years and three years at the firm, respectively.
Dathan Lumpkins had been with JP Morgan and a predecessor firm since 2006. He began his securities career at Northwestern Mutual Investment Services in 2004.
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