DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Departures from Wells Fargo Advisors
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Aaron C Wrigley | Wells Fargo Advisors wirehouse | Benjamin F. Edwards & Company, Incorporated BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 7, 2026 | Aug 25, 2026 |
| Kinsey Adair Parker | Wells Fargo Advisors wirehouse | Ameriprise Financial Services, LLC national BD | Wirehouse to affiliated broker-dealer or bank | Sep 3, 2026 | Sep 14, 2026 |
| Butch Marc Safyurtlu | Wells Fargo Advisors wirehouse | Blue Chip Financial Advisors, LLC other | Other | Aug 31, 2026 | Aug 17, 2026 |
| David Van Mercy Vo | Wells Fargo Advisors wirehouse | Northstar Investment Advisory LLC no RAUM | Other | Aug 24, 2026 | Sep 1, 2026 |
| Martin Sohovich | Wells Fargo Advisors wirehouse | Ameriprise Financial Services, LLC national BD | Wirehouse to affiliated broker-dealer or bank | Aug 20, 2026 | Aug 20, 2026 |
| Rusti Gunn | Wells Fargo Advisors wirehouse | J.P. Morgan Securities LLC wirehouse | Wirehouse to wirehouse | Aug 18, 2026 | Aug 21, 2026 |
| John Cleaveland Palmer | Wells Fargo Advisors wirehouse | Prospera Financial Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 17, 2026 | Aug 7, 2026 |
| Patrick Thomas Enriquez | Wells Fargo Advisors wirehouse | Equitable Advisors, LLC national BD | Wirehouse to affiliated broker-dealer or bank | Aug 7, 2026 | Aug 14, 2026 |
| Nancy St Aubin | Wells Fargo Advisors wirehouse | Cwm, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 5, 2026 | Jul 27, 2026 |
| Michele Mardanes | Wells Fargo Advisors wirehouse | Cwm, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 5, 2026 | Jul 27, 2026 |
| Stephen Loughman | Wells Fargo Advisors wirehouse | Cwm, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 5, 2026 | Jul 27, 2026 |
| Brian Doyle | Wells Fargo Advisors wirehouse | Cwm, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 5, 2026 | Jul 27, 2026 |
| Kristen Laundry | Wells Fargo Advisors wirehouse | Cwm, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 5, 2026 | Jul 28, 2026 |
| Jessica Marie Matheson | Wells Fargo Advisors wirehouse | Cwm, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 5, 2026 | Jul 27, 2026 |
| Bradley Ross Michalchuk | Wells Fargo Advisors wirehouse | Cwm, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 5, 2026 | Jul 27, 2026 |
| Ariel Olson | Wells Fargo Advisors wirehouse | Northwestern Mutual Investment Services,LLC no RAUM | Other | Aug 5, 2026 | Sep 4, 2026 |
| Christopher Aaron Palmer | Wells Fargo Advisors wirehouse | Prospera Financial Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 30, 2026 | Jul 17, 2026 |
| Alex Leiser | Wells Fargo Advisors wirehouse | Edward Jones national BD | Wirehouse to affiliated broker-dealer or bank | Jul 28, 2026 | Jul 24, 2026 |
| Amy Kristine Ochs | Wells Fargo Advisors wirehouse | Prospera Financial Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 27, 2026 | Jul 20, 2026 |
| Melissa Lee Herbert | Wells Fargo Advisors wirehouse | Newedge Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 15, 2026 | Jul 9, 2026 |
| Joan Hsu | Wells Fargo Advisors wirehouse | Prospera Financial Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 13, 2026 | Jul 13, 2026 |
| Rustam Nurhan | Wells Fargo Advisors wirehouse | Private Advisor Group, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 13, 2026 | Jun 15, 2026 |
| Judy Busbey | Wells Fargo Advisors wirehouse | LPL Financial LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 8, 2026 | Jun 15, 2026 |
| Christopher Vanlandingham | Wells Fargo Advisors wirehouse | LPL Financial LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 8, 2026 | Jun 15, 2026 |
| Garrett Elliott Jackson | Wells Fargo Advisors wirehouse | LPL Financial LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 8, 2026 | Jun 15, 2026 |
| Ingrid Dikmen | Wells Fargo Advisors wirehouse | LPL Financial LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 6, 2026 | Jun 26, 2026 |
| Olga Viktorovna Agocs | Wells Fargo Advisors wirehouse | LPL Financial LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 6, 2026 | Sep 4, 2026 (60 d) |
| Adam Christopher Kirby | Wells Fargo Advisors wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 2, 2026 | Jun 22, 2026 |
| William Stephen Taylor | Wells Fargo Advisors wirehouse | Creative Planning independent RIA | Wirehouse to independent RIA | Jul 2, 2026 | Jul 16, 2026 |
| William Berry Kirby | Wells Fargo Advisors wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 2, 2026 | Jun 22, 2026 |
| Sally A Venditti | Wells Fargo Advisors wirehouse | UBS Financial Services Inc. wirehouse | Wirehouse to wirehouse | Jun 30, 2026 | Jul 9, 2026 |
| Cameron Haney | Wells Fargo Advisors wirehouse | J.P. Morgan Securities LLC wirehouse | Wirehouse to wirehouse | Jun 26, 2026 | Jul 7, 2026 |
| Jeana Golden | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Jun 22, 2026 | Jun 16, 2026 |
| Don Cobb | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Jun 22, 2026 | Jun 16, 2026 |
| Adam Cloyd | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Jun 22, 2026 | Jun 16, 2026 |
| Jessica Ebling | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Jun 22, 2026 | Jun 16, 2026 |
| Elise Lam | Wells Fargo Advisors wirehouse | Td Private Client Wealth LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 15, 2026 | Jun 11, 2026 |
| Jennifer Anne Lissner | Wells Fargo Advisors wirehouse | Acropolis Investment Management independent RIA | Wirehouse to independent RIA | Jun 15, 2026 | Sep 2, 2026 (79 d) |
| Chase Jordan Bellefeuille | Wells Fargo Advisors wirehouse | Ripl Wealth no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jun 15, 2026 | Jun 1, 2026 |
| Cameron Blackwood | Wells Fargo Advisors wirehouse | LPL Financial LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 4, 2026 | Jun 2, 2026 |
| Connor Messman | Wells Fargo Advisors wirehouse | Schwab Wealth Advisory, Inc. no RAUM | Other | Jun 4, 2026 | Jun 19, 2026 |
| Hayden Thomas Peek | Wells Fargo Advisors wirehouse | Arax Advisory Partners independent RIA | Wirehouse to independent RIA | May 28, 2026 | May 7, 2026 |
| David James Lazorik | Wells Fargo Advisors wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 21, 2026 | May 6, 2026 |
| Chad Everett Taylor | Wells Fargo Advisors wirehouse | Mdt Financial Advisors, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | May 21, 2026 | May 8, 2026 |
| James Robert Mundell | Wells Fargo Advisors wirehouse | Osaic Wealth, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 21, 2026 | May 14, 2026 |
| Jason Russell Wilburn | Wells Fargo Advisors wirehouse | Clarity Wealth Management LLC state registered | Wirehouse to a state-registered adviser | May 21, 2026 | May 11, 2026 |
| Larry Wayne Denson | Wells Fargo Advisors wirehouse | Mdt Financial Advisors, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | May 21, 2026 | May 8, 2026 |
| Erica Johnson | Wells Fargo Advisors wirehouse | Osaic Wealth, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 21, 2026 | May 14, 2026 |
| Isaiah James Mundell | Wells Fargo Advisors wirehouse | Osaic Wealth, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 21, 2026 | May 14, 2026 |
| Dante Milanesi | Wells Fargo Advisors wirehouse | Mdt Financial Advisors, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | May 21, 2026 | May 8, 2026 |
| Nicholas Thomas Renfro | Wells Fargo Advisors wirehouse | Mdt Financial Advisors, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | May 21, 2026 | May 8, 2026 |
| Tyler Michael Johnson | Wells Fargo Advisors wirehouse | Osaic Wealth, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 21, 2026 | May 14, 2026 |
| Morgan Elizabeth Arriaga | Wells Fargo Advisors wirehouse | Mdt Financial Advisors, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | May 21, 2026 | May 8, 2026 |
| Frederico Rodriguez Jr | Wells Fargo Advisors wirehouse | Arax Advisory Partners independent RIA | Wirehouse to independent RIA | May 20, 2026 | May 5, 2026 |
| Michael Kirtio | Wells Fargo Advisors wirehouse | Arax Advisory Partners independent RIA | Wirehouse to independent RIA | May 20, 2026 | May 7, 2026 |
| Denise Ann Morgantini | Wells Fargo Advisors wirehouse | Arax Advisory Partners independent RIA | Wirehouse to independent RIA | May 20, 2026 | May 5, 2026 |
| Jason Siegel | Wells Fargo Advisors wirehouse | Arax Advisory Partners independent RIA | Wirehouse to independent RIA | May 20, 2026 | May 7, 2026 |
| Gary Ben-Ezra | Wells Fargo Advisors wirehouse | Arax Advisory Partners independent RIA | Wirehouse to independent RIA | May 20, 2026 | May 5, 2026 |
| Ryan Peek | Wells Fargo Advisors wirehouse | Arax Advisory Partners independent RIA | Wirehouse to independent RIA | May 20, 2026 | May 7, 2026 |
| Daniel Short | Wells Fargo Advisors wirehouse | Arax Advisory Partners independent RIA | Wirehouse to independent RIA | May 20, 2026 | May 5, 2026 |
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2,098 moves match.