Team move
Mork Wealth Management Group
UBS → RBC Wealth Management
What changed
Leads Mork Wealth Management Group with Bob Mork; the team oversaw $250M at UBS before joining RBC Wealth Management’s Lake Oswego branch.
- Reported / discovered
- Oct 14, 2026
- Effective
- Not reported
- New role
- Team lead, Mork Wealth Management Group
- Previous role
- Not reported
- Market
- Lake Oswego, OR
- Reported book
- $250M
- Reported team size
- 3 people
- Named people
- 3
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
InvestmentNews ↗Oct 14, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
6 observations consolidated into one event.
Oct 15, 2026Source evidence reconciled