Merrill Lynch Accuses Ex-Staff, Schwab, Investor Of IP Theft

By Ivan Moreno · September 24, 2025, 6:06 PM EDT

Merrill Lynch has filed a trade secrets lawsuit against a dozen former employees, Charles Schwab and Dynasty Financial Partners, alleging the defendants conspired to start a new independent financial advisory firm...

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Case Information

Case Title

Merrill Lynch, Pierce, Fenner & Smith Incorporated v. Bjerke et al

Case Number

1:25-cv-05437

Court

Georgia Northern

Nature of Suit

Defend Trade Secrets Act (of 2016)

Date Filed

September 23, 2025