Merrill Lynch Raid Suit Paused For FINRA Arbitration

By Kelcey Caulder · October 2, 2025, 6:17 PM EDT

A Georgia federal judge stayed Merrill Lynch's case alleging Dynasty Financial Partners, Charles Schwab and a dozen former employees conspired to start a new firm with Merrill's staff and confidential information...

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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