Team move
Singer Maxey Wealth Management
Merrill Lynch → Raymond James Financial Services
What changed
Advisor Andrew R. Singer moved from Merrill Lynch to Raymond James Financial Services as part of Singer Maxey Wealth Management; team produced $4.7M revenue and managed $450M.
- Reported / discovered
- Oct 12, 2026
- Effective
- Not reported
- New role
- Advisor
- Previous role
- Not reported
- Market
- Bend, OR
- Reported book
- $450M
- Reported team size
- 5 people
- Named people
- 2
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
AdvisorHub ↗Oct 12, 2026 · Reporting
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.
Oct 13, 2026Source evidence reconciled