DFX Intelligence

RIA Intelligence

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.

AdvisorFromToTypeLeftRegistered
John Lewis OdomWells Fargo Advisors wirehouseRaymond James Financial Services Advisors, Inc BD affiliatedWirehouse to affiliated broker-dealer or bankMay 15, 2023May 8, 2023
Xavier RaileyWells Fargo Advisors wirehouseRaymond James Financial Services Advisors, Inc BD affiliatedWirehouse to affiliated broker-dealer or bankMay 15, 2023Jun 8, 2023
Dell Parnell ThomasonWells Fargo Advisors wirehouseJoyce Wealth Management, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)May 8, 2023May 2, 2023
John David JoyceWells Fargo Advisors wirehouseJoyce Wealth Management, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)May 8, 2023May 4, 2023
Katherine Tucker LetsosWells Fargo Advisors wirehouseJoyce Wealth Management, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)May 8, 2023May 2, 2023
John Fisher WeberWells Fargo Advisors wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankApr 24, 2023Apr 21, 2023
Stephen Douglas CalderWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankApr 11, 2023Jun 10, 2024 (426 d)
Jed DewsnupWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankApr 11, 2023Jun 10, 2024 (426 d)
Zachary CalderWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankApr 11, 2023Jun 10, 2024 (426 d)
Joshua Michael HowellWells Fargo Advisors wirehouseProspera Financial Services, Inc. independent RIAWirehouse to independent RIAMar 27, 2023Mar 27, 2023
William James MandersWells Fargo Advisors wirehouseBkm Wealth Management no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Mar 6, 2023Mar 3, 2023
Jaclyn Sue PappalardoWells Fargo Advisors wirehouseBkm Wealth Management no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Mar 6, 2023Mar 3, 2023
Matthew Michael KonsWells Fargo Advisors wirehouseBkm Wealth Management no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Mar 6, 2023Mar 3, 2023
Jeffery TaylorWells Fargo Advisors wirehouseU.S. Bancorp Investments, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankMar 6, 2023Apr 11, 2023 (36 d)
Casey John BerrallWells Fargo Advisors wirehouseBkm Wealth Management no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Mar 6, 2023Mar 3, 2023
Kevin Eugene NormanWells Fargo Advisors wirehouseRaymond James Financial Services Advisors, Inc BD affiliatedWirehouse to affiliated broker-dealer or bankMar 6, 2023Mar 1, 2023
Steven Joseph Edward MandersWells Fargo Advisors wirehouseBkm Wealth Management no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Mar 6, 2023Mar 3, 2023
Sarah Louise MarcumWells Fargo Advisors wirehouseRaymond James Financial Services Advisors, Inc BD affiliatedWirehouse to affiliated broker-dealer or bankMar 6, 2023Mar 1, 2023
Natalie Paige DulaneyWells Fargo Advisors wirehouseRaymond James Financial Services Advisors, Inc BD affiliatedWirehouse to affiliated broker-dealer or bankMar 6, 2023Mar 1, 2023
William BerrallWells Fargo Advisors wirehouseBkm Wealth Management no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Mar 6, 2023Mar 3, 2023
Vanessa Sue MccallWells Fargo Advisors wirehouseRandall & Associates Wealth Management no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Feb 14, 2023Feb 3, 2023
Collin Kenneth RandallWells Fargo Advisors wirehouseRandall & Associates Wealth Management no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Feb 14, 2023Feb 3, 2023
Candace MccormackWells Fargo Advisors wirehouseAmeriprise Financial Services, LLC national BDWirehouse to affiliated broker-dealer or bankFeb 14, 2023Feb 7, 2023
Lane Laron ReynoldsWells Fargo Advisors wirehouseAble Financial Group, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Feb 7, 2023Jan 12, 2023
Lawrence Van QuathemWells Fargo Advisors wirehouseAble Financial Group, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Feb 7, 2023Jan 12, 2023
Adam Michael BrooksWells Fargo Advisors wirehouseAble Financial Group, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Feb 7, 2023Jan 9, 2023
Peter EickelbergWells Fargo Advisors wirehouseAble Financial Group, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Feb 7, 2023Jan 12, 2023
Matthew Paul CherryWells Fargo Advisors wirehouseAble Financial Group, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Feb 7, 2023Jan 12, 2023
Laurel Paige KutlerWells Fargo Advisors wirehouseAble Financial Group, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Feb 7, 2023Jan 12, 2023
Brandon David PerlowWells Fargo Advisors wirehouseAble Financial Group, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Feb 7, 2023Jan 12, 2023
Mark DragoslovichWells Fargo Advisors wirehouseNorthern Trust Securities, Inc BD affiliatedWirehouse to affiliated broker-dealer or bankFeb 1, 2023Jan 12, 2023
Daniel Jared LysyWells Fargo Advisors wirehouseCitigroup Global Markets Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJan 31, 2023Jan 9, 2023
Jared Paul KaleWells Fargo Advisors wirehouseMariner BD affiliatedWirehouse to affiliated broker-dealer or bankJan 30, 2023Feb 7, 2023
Christopher Michael KellettWells Fargo Advisors wirehouseCetera Investment Advisers LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJan 30, 2023Jun 29, 2023 (150 d)
Collin LockwoodWells Fargo Advisors wirehousePgim Investments LLC asset managerOtherJan 30, 2023Feb 15, 2023
Michael Alan MastersWells Fargo Advisors wirehouseNewedge Advisors BD affiliatedWirehouse to affiliated broker-dealer or bankJan 27, 2023Jan 6, 2023
Joseph E BuffaWells Fargo Advisors wirehouseWells Fargo Investment Institute, Inc. independent RIAWirehouse to independent RIAJan 26, 2023Feb 27, 2023 (32 d)
Thomas Leonard JudgeWells Fargo Advisors wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJan 9, 2023Jan 3, 2025 (725 d)
Ronda Lee MccollumWells Fargo Advisors wirehouseRaymond James Financial Services Advisors, Inc BD affiliatedWirehouse to affiliated broker-dealer or bankJan 9, 2023Feb 1, 2023
John Wesley WilkesWells Fargo Advisors wirehouseNations Financial Group, Inc. independent RIAWirehouse to independent RIADec 20, 2022Dec 16, 2022
Michelle Lee PalmerWells Fargo Advisors wirehouseNations Financial Group, Inc. independent RIAWirehouse to independent RIADec 20, 2022Dec 16, 2022
Kyle James GriffinWells Fargo Advisors wirehouseNations Financial Group, Inc. independent RIAWirehouse to independent RIADec 20, 2022Dec 16, 2022
Antonio G CoppolaWells Fargo Advisors wirehouseMorgan Stanley wirehouseWirehouse to wirehouseNov 30, 2022Nov 15, 2022
Daniel Stephen VosskuhlerWells Fargo Advisors wirehousePrincipal Securities, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankNov 30, 2022Mar 30, 2023 (120 d)
Eric Paxton NiedermeyerWells Fargo Advisors wirehouseStifel Independent Advisors, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankNov 14, 2022Nov 15, 2022
William Robert BeckerWells Fargo Advisors wirehouseKestra Advisory Services, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankNov 14, 2022Nov 8, 2022
Eric Dylan CownieWells Fargo Advisors wirehouseKestra Advisory Services, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankNov 14, 2022Nov 9, 2022
Emily Jane LappWells Fargo Advisors wirehouseStifel Independent Advisors, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankNov 14, 2022Nov 8, 2022
Kurt James SkvarlaWells Fargo Advisors wirehouseKestra Advisory Services, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankNov 14, 2022Nov 8, 2022
Keith McgoughWells Fargo Advisors wirehouseKestra Advisory Services, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankNov 14, 2022Nov 8, 2022
Thayer Rockwell PotterWells Fargo Advisors wirehouseProspera Financial Services, Inc. independent RIAWirehouse to independent RIANov 7, 2022Oct 24, 2022
Rosalyn Pasco WeiheWells Fargo Advisors wirehouseLPL Financial LLC independent RIAWirehouse to independent RIANov 7, 2022Nov 2, 2022
Jason Robert ArtofWells Fargo Advisors wirehouseLPL Financial LLC independent RIAWirehouse to independent RIANov 7, 2022Nov 2, 2022
Jamie WoodWells Fargo Advisors wirehouseLPL Financial LLC independent RIAWirehouse to independent RIANov 7, 2022Nov 2, 2022
Joel Thomas ChitieaWells Fargo Advisors wirehouseLPL Financial LLC independent RIAWirehouse to independent RIANov 7, 2022Nov 2, 2022
Cassandra MettlenWells Fargo Advisors wirehouseLPL Financial LLC independent RIAWirehouse to independent RIANov 7, 2022Nov 2, 2022
Bridger William JefferiesWells Fargo Advisors wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 7, 2022Feb 16, 2023 (101 d)
Darren Michael MierWells Fargo Advisors wirehouseU.S. Bancorp Investments, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankNov 2, 2022Nov 2, 2022
Joshua Andrew MazerWells Fargo Advisors wirehouseThurston Springer Advisors BD affiliatedWirehouse to affiliated broker-dealer or bankOct 31, 2022Jan 13, 2023 (74 d)
Lori Ellen CorriveauWells Fargo Advisors wirehouseAdvice And Planning Services BD affiliatedWirehouse to affiliated broker-dealer or bankOct 26, 2022Apr 16, 2024 (538 d)
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2,102 moves match.