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
Lauren Greene SnyderWells Fargo Advisors wirehouseThe Lewis Financial Group no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Nov 8, 2021Nov 5, 2021
Christina Argust FransckiewichWells Fargo Advisors wirehouseThe Lewis Financial Group no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Nov 8, 2021Nov 5, 2021
Alexander Joseph MillerWells Fargo Advisors wirehouseFidelity Personal And Workplace Advisors BD affiliatedWirehouse to affiliated broker-dealer or bankNov 8, 2021Dec 8, 2021
Brendan Patrick GallagherWells Fargo Advisors wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankNov 3, 2021Oct 20, 2021
Scott Vincent CheoWells Fargo Advisors wirehouseOptimize Financial Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Oct 18, 2021Oct 14, 2021
Jamie Glynn OrrWells Fargo Advisors wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankOct 18, 2021Oct 15, 2021
Casey Elizabeth WittersWells Fargo Advisors wirehouseOptimize Financial Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Oct 18, 2021Oct 14, 2021
Lisa Huu NguyenWells Fargo Advisors wirehouseOptimize Financial Inc. no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Oct 18, 2021Oct 14, 2021
Lindsey Donovan RheaWells Fargo Advisors wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankOct 11, 2021Oct 4, 2021
Salvatore Joseph PittiWells Fargo Advisors wirehouseThe Pitti Group Wealth Management, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Oct 4, 2021Aug 18, 2021
Matthew Salvatore PittiWells Fargo Advisors wirehouseThe Pitti Group Wealth Management, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Oct 4, 2021Aug 24, 2021
Guy Keith RodgersWells Fargo Advisors wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankOct 4, 2021Sep 29, 2021
Angelo Anthony CostanzaWells Fargo Advisors wirehouseThe Pitti Group Wealth Management, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Oct 4, 2021Aug 18, 2021
Anthony Salvatore PittiWells Fargo Advisors wirehouseThe Pitti Group Wealth Management, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Oct 4, 2021Oct 10, 2021
Dylan SchwartzWells Fargo Advisors wirehouseLarson Financial Group, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankOct 4, 2021Oct 28, 2021
Crystal Tiara GilWells Fargo Advisors wirehouseRaymond James & Associates, Inc. national BDWirehouse to affiliated broker-dealer or bankSep 29, 2021Jan 18, 2022 (111 d)
Danielle A EscobarWells Fargo Advisors wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseSep 29, 2021Sep 28, 2021
Joshua Kulback SimonWells Fargo Advisors wirehouseThurston Springer Advisors BD affiliatedWirehouse to affiliated broker-dealer or bankSep 22, 2021Oct 14, 2021
Jesse BlaiseWells Fargo Advisors wirehouseRaymond James Financial Services Advisors, Inc BD affiliatedWirehouse to affiliated broker-dealer or bankSep 22, 2021Oct 13, 2021
Julie WeddleWells Fargo Advisors wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankSep 17, 2021Sep 21, 2021
Jamie Lyn PeakWells Fargo Advisors wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankSep 17, 2021Sep 21, 2021
Crystal Leigh WalkerWells Fargo Advisors wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankSep 17, 2021Sep 21, 2021
Carrie Michelle TurcotteWells Fargo Advisors wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankSep 17, 2021Sep 21, 2021
William Blake MorrisWells Fargo Advisors wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankSep 15, 2021Sep 20, 2021
Katie MillarWells Fargo Advisors wirehouseAmeriprise Financial Services, LLC national BDWirehouse to affiliated broker-dealer or bankSep 15, 2021Sep 9, 2021
Brent Daniel GrossWells Fargo Advisors wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankSep 7, 2021Aug 31, 2021
David Andrew ClarkWells Fargo Advisors wirehouseXml Financial Group independent RIAWirehouse to independent RIASep 7, 2021Sep 1, 2021
Jordan Ross VanoortWells Fargo Advisors wirehouseXml Financial Group independent RIAWirehouse to independent RIASep 7, 2021Sep 1, 2021
Stephen Adam ClagettWells Fargo Advisors wirehouseXml Financial Group independent RIAWirehouse to independent RIASep 7, 2021Sep 1, 2021
Paul Arthur StormWells Fargo Advisors wirehouseCambridge Investment Research Advisors, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankAug 31, 2021Aug 23, 2021
Meredith WadeWells Fargo Advisors wirehouseXml Financial Group independent RIAWirehouse to independent RIAAug 31, 2021Sep 1, 2021
Andrew Victor VillafrancaWells Fargo Advisors wirehouseXml Financial Group independent RIAWirehouse to independent RIAAug 31, 2021Sep 1, 2021
Jeffrey R LashleyWells Fargo Advisors wirehouseNations Financial Group, Inc. independent RIAWirehouse to independent RIAAug 24, 2021Aug 16, 2021
John JimenezWells Fargo Advisors wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseAug 23, 2021Sep 15, 2021
Eric Wynn MilhollandWells Fargo Advisors wirehouseRaymond James Financial Services Advisors, Inc BD affiliatedWirehouse to affiliated broker-dealer or bankAug 23, 2021Aug 18, 2021
Patrick Arthur TrimpWells Fargo Advisors wirehouseNations Financial Group, Inc. independent RIAWirehouse to independent RIAAug 23, 2021Aug 20, 2021
Matthew Wynn MilhollandWells Fargo Advisors wirehouseRaymond James Financial Services Advisors, Inc BD affiliatedWirehouse to affiliated broker-dealer or bankAug 23, 2021Aug 18, 2021
Jack Dillon TrimpWells Fargo Advisors wirehouseNations Financial Group, Inc. independent RIAWirehouse to independent RIAAug 23, 2021Aug 18, 2021
Eric VanderleekWells Fargo Advisors wirehousePrincipal Advised Services independent RIAWirehouse to independent RIAAug 16, 2021Feb 8, 2024 (906 d)
Jeremy Luke StricklerWells Fargo Advisors wirehouseAdvisory Services Network independent RIAWirehouse to independent RIAAug 13, 2021Jul 14, 2021
Brandon Rivers CabanissWells Fargo Advisors wirehouseAdvisory Services Network independent RIAWirehouse to independent RIAAug 13, 2021Jul 14, 2021
Michael Vincent GiordanoWells Fargo Advisors wirehouseAdvisory Services Network independent RIAWirehouse to independent RIAAug 13, 2021Jan 1, 2025 (1237 d)
Jeffrey Lynn PorterfieldWells Fargo Advisors wirehousePeb Capital Management LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Aug 10, 2021Oct 8, 2021 (59 d)
Steven William ClarkWells Fargo Advisors wirehouseBison Wealth, LLC mixed wealthWirehouse to independent RIAAug 10, 2021Aug 3, 2021
Todd David BrownWells Fargo Advisors wirehousePeb Capital Management LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Aug 6, 2021Oct 7, 2021 (62 d)
Adam Joseph EdwardsWells Fargo Advisors wirehousePeb Capital Management LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Aug 6, 2021Oct 7, 2021 (62 d)
Gay Ann MonningerWells Fargo Advisors wirehouseRaymond James Financial Services Advisors, Inc BD affiliatedWirehouse to affiliated broker-dealer or bankJul 30, 2021Jul 12, 2021
Alicia M WongWells Fargo Advisors wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJul 19, 2021Aug 6, 2021
Daniel John DelaneyWells Fargo Advisors wirehouseCreativeone Wealth, LLC independent RIAWirehouse to independent RIAJul 19, 2021Jul 19, 2021
Everett Wayne IceWells Fargo Advisors wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJul 7, 2021Jun 30, 2021
Armand Alexander DoucetteWells Fargo Advisors wirehouseSurience Private Wealth LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jun 22, 2021Jun 18, 2021
Meaghan K SpiegelWells Fargo Advisors wirehouseAllspring Funds Management, LLC asset managerOtherJun 22, 2021Sep 19, 2023 (819 d)
Richard Joseph SmithWells Fargo Advisors wirehouseSmith Thornton Advisors, LLC independent RIAWirehouse to independent RIAJun 21, 2021Dec 6, 2021 (168 d)
Ryan J ScharpsWells Fargo Advisors wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseJun 21, 2021Nov 1, 2022 (498 d)
William Lewis HaaseWells Fargo Advisors wirehouse365 Wealth Management Group independent RIAWirehouse to independent RIAJun 15, 2021May 21, 2021
Jason Keith PinsonWells Fargo Advisors wirehouse365 Wealth Management Group independent RIAWirehouse to independent RIAJun 15, 2021May 19, 2021
William Michael HaaseWells Fargo Advisors wirehouse365 Wealth Management Group independent RIAWirehouse to independent RIAJun 15, 2021May 19, 2021
Timothy S BoostromWells Fargo Advisors wirehouseStifel Independent Advisors, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJun 9, 2021Jun 2, 2021
Melanie Ann OburaWells Fargo Advisors wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJun 7, 2021Jun 2, 2021
Jeffery Carlton AtwellWells Fargo Advisors wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJun 7, 2021Jun 2, 2021
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2,105 moves match.