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
David Clinton HillWells Fargo Advisors wirehouseCommonwealth Financial Network national BDWirehouse to affiliated broker-dealer or bankOct 24, 2022Oct 14, 2022
Elizabeth SwitzerWells Fargo Advisors wirehouseMotley Fool Wealth Management, LLC independent RIAWirehouse to independent RIAOct 24, 2022Nov 14, 2022
David HaldemanWells Fargo Advisors wirehouseCommonwealth Financial Network national BDWirehouse to affiliated broker-dealer or bankOct 24, 2022Oct 14, 2022
Christopher M AlbrightWells Fargo Advisors wirehouseLPL Financial LLC independent RIAWirehouse to independent RIAOct 3, 2022Oct 3, 2022
Steffan HagendorfWells Fargo Advisors wirehouseKestra Advisory Services, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankSep 28, 2022Sep 26, 2022
John Mack WeaverWells Fargo Advisors wirehouseLPL Financial LLC independent RIAWirehouse to independent RIASep 27, 2022Sep 27, 2022
Eric Paul WassermanWells Fargo Advisors wirehouseLPL Financial LLC independent RIAWirehouse to independent RIASep 27, 2022Sep 21, 2022
John PomeroyWells Fargo Advisors wirehouseKestra Advisory Services, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankSep 27, 2022Sep 15, 2022
Colin Michael FernieWells Fargo Advisors wirehouseLPL Financial LLC independent RIAWirehouse to independent RIASep 27, 2022Sep 22, 2022
Karsten Jon CaviezelWells Fargo Advisors wirehouseLighthouse Wealth Strategies, LLC independent RIAWirehouse to independent RIASep 21, 2022Sep 14, 2022
Kelly Roy CaviezelWells Fargo Advisors wirehouseLighthouse Wealth Strategies, LLC independent RIAWirehouse to independent RIASep 21, 2022Sep 14, 2022
Megan Anne HayesWells Fargo Advisors wirehouseLighthouse Wealth Strategies, LLC independent RIAWirehouse to independent RIASep 21, 2022Sep 14, 2022
Christopher James HeckenkampWells Fargo Advisors wirehouseLPL Financial LLC independent RIAWirehouse to independent RIASep 13, 2022Jan 25, 2023 (134 d)
Andrew AntanisWells Fargo Advisors wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseSep 13, 2022Feb 27, 2023 (167 d)
Jeffrey Blake DickersonWells Fargo Advisors wirehouseRaymond James Financial Services Advisors, Inc BD affiliatedWirehouse to affiliated broker-dealer or bankAug 30, 2022Aug 29, 2022
Lawrence Todd JacksonWells Fargo Advisors wirehouseRaymond James Financial Services Advisors, Inc BD affiliatedWirehouse to affiliated broker-dealer or bankAug 30, 2022Aug 29, 2022
Michael John MonginWells Fargo Advisors wirehouseMoran Wealth Management, LLC independent RIAWirehouse to independent RIAAug 30, 2022Sep 14, 2022
Jason J BraunWells Fargo Advisors wirehouseRaymond James Financial Services Advisors, Inc BD affiliatedWirehouse to affiliated broker-dealer or bankAug 30, 2022Aug 29, 2022
Julie RichWells Fargo Advisors wirehouseMoran Wealth Management, LLC independent RIAWirehouse to independent RIAAug 30, 2022Sep 2, 2022
Kathleen Marie HergetWells Fargo Advisors wirehouseMoran Wealth Management, LLC independent RIAWirehouse to independent RIAAug 30, 2022Sep 19, 2022
Tiffany Ann Marie KellyWells Fargo Advisors wirehouseBenjamin F. Edwards & Company, Incorporated BD affiliatedWirehouse to affiliated broker-dealer or bankAug 30, 2022Dec 2, 2022 (94 d)
Jeffrey LebritonWells Fargo Advisors wirehouseMoran Wealth Management, LLC independent RIAWirehouse to independent RIAAug 30, 2022Sep 12, 2022
Chelsea Rae GaneyWells Fargo Advisors wirehouseMoran Wealth Management, LLC independent RIAWirehouse to independent RIAAug 30, 2022Sep 2, 2022
Ryan Elizabeth FrankWells Fargo Advisors wirehouseMoran Wealth Management, LLC independent RIAWirehouse to independent RIAAug 30, 2022Sep 20, 2022
Thomas Michael MoranWells Fargo Advisors wirehouseMoran Wealth Management, LLC independent RIAWirehouse to independent RIAAug 30, 2022Aug 22, 2022
Robert Ryan SelfWells Fargo Advisors wirehouseFirst National Advisers, LLC mixed wealthWirehouse to independent RIAAug 17, 2022Aug 3, 2026 (1447 d)
Shichen XuWells Fargo Advisors wirehouseMoran Wealth Management, LLC independent RIAWirehouse to independent RIAAug 8, 2022Mar 20, 2024 (590 d)
Andrew Scott CoomesWells Fargo Advisors wirehouseEdward Jones national BDWirehouse to affiliated broker-dealer or bankJul 27, 2022Nov 17, 2022 (113 d)
Cally OrlandoWells Fargo Advisors wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseJul 19, 2022May 5, 2023 (290 d)
Perris Clayton KaufmanWells Fargo Advisors wirehouseStifel Independent Advisors, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJul 19, 2022Aug 2, 2022
Mark Dale SamsonWells Fargo Advisors wirehouseXml Financial Group independent RIAWirehouse to independent RIAJul 11, 2022Jul 1, 2022
Jennifer Bixler TelescaWells Fargo Advisors wirehouseXml Financial Group independent RIAWirehouse to independent RIAJul 11, 2022Jul 5, 2022
Noel Aaron ToddWells Fargo Advisors wirehouseEdward Jones national BDWirehouse to affiliated broker-dealer or bankJul 11, 2022Jul 13, 2022
Douglas CallanWells Fargo Advisors wirehouseXml Financial Group independent RIAWirehouse to independent RIAJul 11, 2022Jul 1, 2022
Christina ShawWells Fargo Advisors wirehouseMoran Wealth Management, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jun 24, 2022May 31, 2022
Richard A SimpsonWells Fargo Advisors wirehouseMoran Wealth Management, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jun 24, 2022May 31, 2022
Corey GrantWells Fargo Advisors wirehouseMoran Wealth Management, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jun 24, 2022May 31, 2022
Charles Edward ChesebroughWells Fargo Advisors wirehouseMoran Wealth Management, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jun 24, 2022May 31, 2022
Keith Duane DunnWells Fargo Advisors wirehouseJohnson Dunn Capital Advisors, Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jun 24, 2022Jun 16, 2022
Andrew Thomas MichnoviczWells Fargo Advisors wirehouseAmeriprise Financial Services, LLC national BDWirehouse to affiliated broker-dealer or bankJun 6, 2022May 16, 2022
Donald Edward DruryWells Fargo Advisors wirehouseMoran Wealth Management, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jun 6, 2022May 16, 2022
Martin Lee RobbinsWells Fargo Advisors wirehouseAmeriprise Financial Services, LLC national BDWirehouse to affiliated broker-dealer or bankJun 6, 2022May 16, 2022
Martin Lee RobbinsWells Fargo Advisors wirehouseAmeriprise Financial Services, LLC national BDWirehouse to affiliated broker-dealer or bankJun 6, 2022May 13, 2022
James Francis CongemaWells Fargo Advisors wirehouseKestra Advisory Services, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJun 6, 2022May 13, 2022
Samuel Andrew MichnoviczWells Fargo Advisors wirehouseAmeriprise Financial Services, LLC national BDWirehouse to affiliated broker-dealer or bankJun 6, 2022May 17, 2022
Kylen Shea O'KeeffeWells Fargo Advisors wirehouseMoran Wealth Management, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jun 6, 2022May 16, 2022
David S RaapWells Fargo Advisors wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseJun 6, 2022Jul 27, 2022 (51 d)
James Keith TateWells Fargo Advisors wirehouseStifel Independent Advisors, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJun 2, 2022Jun 1, 2022
Kelley B TateWells Fargo Advisors wirehouseStifel Independent Advisors, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJun 2, 2022Jun 1, 2022
James Keith TateWells Fargo Advisors wirehouseStifel Independent Advisors, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJun 2, 2022Jun 1, 2022
Terrence Patrick GearyWells Fargo Advisors wirehouseMonere Wealth Management, Inc. independent RIAWirehouse to independent RIAMay 25, 2022May 23, 2022
Andrew DunbarWells Fargo Advisors wirehouseLPL Financial LLC independent RIAWirehouse to independent RIAMay 25, 2022May 19, 2022
Paul John AubinWells Fargo Advisors wirehouseLPL Financial LLC independent RIAWirehouse to independent RIAMay 25, 2022May 18, 2022
Larisa SharockmanWells Fargo Advisors wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 24, 2022Dec 9, 2014
Rita Mae BorchersWells Fargo Advisors wirehouseLPL Financial LLC independent RIAWirehouse to independent RIAMay 16, 2022May 10, 2022
Floyd Lawrence SchwartzWells Fargo Advisors wirehouseRaymond James Financial Services Advisors, Inc BD affiliatedWirehouse to affiliated broker-dealer or bankMay 9, 2022Apr 4, 2022
Lee Scott WolfeWells Fargo Advisors wirehouseStifel Independent Advisors, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankApr 25, 2022Apr 19, 2022
Nick BrengmanWells Fargo Advisors wirehouseCharles Schwab & Co., Inc. national BDWirehouse to affiliated broker-dealer or bankApr 25, 2022Apr 3, 2026 (1439 d)
Mitchell Elliott KauffmanWells Fargo Advisors wirehouseStifel Independent Advisors, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankApr 20, 2022Apr 19, 2022
Kenneth Alfonso SanchezWells Fargo Advisors wirehouseStifel Independent Advisors, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankApr 20, 2022Apr 19, 2022
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2,102 moves match.