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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Florina Shutin | Wells Fargo Advisors wirehouse | Rockefeller Capital Management BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 22, 2025 | Dec 15, 2025 |
| Manoel Lemos Campelo | Wells Fargo Advisors wirehouse | Rockefeller Capital Management BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 22, 2025 | Dec 15, 2025 |
| Bryant Perdomo | Wells Fargo Advisors wirehouse | Rockefeller Capital Management BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 22, 2025 | Dec 15, 2025 |
| Miguel F Freytag | Wells Fargo Advisors wirehouse | J.P. Morgan Securities LLC wirehouse | Wirehouse to wirehouse | Dec 22, 2025 | Dec 19, 2025 |
| Ryan Culpepper | Wells Fargo Advisors wirehouse | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Wirehouse to wirehouse | Dec 19, 2025 | Dec 4, 2025 |
| Zachery R Adams | Wells Fargo Advisors wirehouse | Edward Jones national BD | Wirehouse to affiliated broker-dealer or bank | Dec 19, 2025 | Dec 2, 2025 |
| Madison Martinez | Wells Fargo Advisors wirehouse | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Wirehouse to wirehouse | Dec 19, 2025 | Dec 3, 2025 |
| Samuel Pennell | Wells Fargo Advisors wirehouse | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Wirehouse to wirehouse | Dec 18, 2025 | Dec 3, 2025 |
| Eric Wellington Deems | Wells Fargo Advisors wirehouse | Eagle Strategies LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 18, 2025 | Feb 10, 2026 (54 d) |
| Elaine M O'Neil | Wells Fargo Advisors wirehouse | Strategic Advisers LLC national BD | Wirehouse to affiliated broker-dealer or bank | Dec 18, 2025 | Mar 27, 2026 (99 d) |
| Elvis Dobro | Wells Fargo Advisors wirehouse | Credit Union Investment Services state registered | Wirehouse to a state-registered adviser | Dec 18, 2025 | Jan 6, 2026 |
| Andrew James Williams | Wells Fargo Advisors wirehouse | B.O.S.S. Retirement Advisors, LLC independent RIA | Wirehouse to independent RIA | Dec 18, 2025 | Dec 18, 2025 |
| Scott Andrew Phelps | Wells Fargo Advisors wirehouse | LPL Financial LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 17, 2025 | Jan 5, 2026 |
| Brendan Keever | Wells Fargo Advisors wirehouse | J.P. Morgan Securities LLC wirehouse | Wirehouse to wirehouse | Dec 17, 2025 | Jan 7, 2026 |
| Adetayo Adewole | Wells Fargo Advisors wirehouse | J.P. Morgan Securities LLC wirehouse | Wirehouse to wirehouse | Dec 17, 2025 | Mar 11, 2026 (84 d) |
| Daniel Alden Legner | Wells Fargo Advisors wirehouse | Cetera Investment Advisers LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 17, 2025 | Jan 26, 2026 (40 d) |
| Tonya Lynn Mcmahon | Wells Fargo Advisors wirehouse | Janney Montgomery Scott LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 16, 2025 | Dec 5, 2025 |
| Julia Lovercheck | Wells Fargo Advisors wirehouse | J.P. Morgan Securities LLC wirehouse | Wirehouse to wirehouse | Dec 16, 2025 | Dec 17, 2025 |
| Albert Francis Grenert | Wells Fargo Advisors wirehouse | Janney Montgomery Scott LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 11, 2025 | Dec 4, 2025 |
| Michael Robert Smith | Wells Fargo Advisors wirehouse | Janney Montgomery Scott LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 11, 2025 | Dec 4, 2025 |
| Mitchell Haberman | Wells Fargo Advisors wirehouse | Ameriprise Financial Services, LLC national BD | Wirehouse to affiliated broker-dealer or bank | Dec 10, 2025 | Dec 8, 2025 |
| Alicia Michelle Wilson | Wells Fargo Advisors wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Dec 8, 2025 | Dec 16, 2025 |
| Daniel Crockett | Wells Fargo Advisors wirehouse | Independent Advisor Alliance, LLC other | Other | Dec 5, 2025 | Dec 22, 2025 |
| Heather Elizabeth Fulton | Wells Fargo Advisors wirehouse | Planning Alternatives Ltd independent RIA | Wirehouse to independent RIA | Dec 5, 2025 | Dec 16, 2025 |
| Jamison Dale Edlin | Wells Fargo Advisors wirehouse | LPL Financial LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 4, 2025 | Dec 9, 2025 |
| John Lopez | Wells Fargo Advisors wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Dec 4, 2025 | Dec 5, 2025 |
| Thomas Baker Hayn | Wells Fargo Advisors wirehouse | Aegis Capital Corp. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 3, 2025 | Dec 1, 2025 |
| Robert Austin Holt | Wells Fargo Advisors wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Dec 3, 2025 | Dec 17, 2025 |
| Joseph Ryan Cutler | Wells Fargo Advisors wirehouse | Arete Wealth Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 3, 2025 | Mar 13, 2026 (100 d) |
| Dennis Williams | Wells Fargo Advisors wirehouse | Farther independent RIA | Wirehouse to independent RIA | Dec 3, 2025 | Dec 9, 2025 |
| Elliott Back | Wells Fargo Advisors wirehouse | Advice And Planning Services BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 2, 2025 | Dec 9, 2025 |
| Seifeldin Abdellateef Moussa | Wells Fargo Advisors wirehouse | Citigroup Global Markets Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 2, 2025 | Mar 18, 2026 (106 d) |
| Paul James Oblon | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Nov 26, 2025 | Nov 21, 2025 |
| Lisa Marie Paulosky | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Nov 26, 2025 | Nov 21, 2025 |
| Madhuri Vasant Bendale | Wells Fargo Advisors wirehouse | Advice And Planning Services BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 26, 2025 | Mar 13, 2026 (107 d) |
| Jorge Diddier Palacios Murphy | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Nov 26, 2025 | Nov 23, 2025 |
| Jordan Paul Kalinowski | Wells Fargo Advisors wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 26, 2025 | Nov 21, 2025 |
| Steven Daniel Doyle | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Nov 26, 2025 | Nov 21, 2025 |
| Anailsa M Perez-Pham | Wells Fargo Advisors wirehouse | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Wirehouse to wirehouse | Nov 26, 2025 | Dec 4, 2025 |
| David William Lambour | Wells Fargo Advisors wirehouse | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Wirehouse to wirehouse | Nov 25, 2025 | Mar 20, 2026 (115 d) |
| Jeffrey Tyler Schwedhelm | Wells Fargo Advisors wirehouse | Citigroup Global Markets Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 25, 2025 | Dec 8, 2025 |
| Homer Houston Garrison | Wells Fargo Advisors wirehouse | Esi Financial Advisors independent RIA | Wirehouse to independent RIA | Nov 25, 2025 | Jan 26, 2026 (62 d) |
| Calvin Jaun Lougassy | Wells Fargo Advisors wirehouse | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Wirehouse to wirehouse | Nov 25, 2025 | Dec 23, 2025 |
| Samuel G Moscatelli | Wells Fargo Advisors wirehouse | Northwestern Mutual Investment Services,LLC no RAUM | Other | Nov 25, 2025 | Jan 5, 2026 (41 d) |
| Frank Gutierrez | Wells Fargo Advisors wirehouse | Navy Federal Investment Services, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 25, 2025 | Jan 9, 2026 (45 d) |
| Kevin Thomas Moriarty | Wells Fargo Advisors wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 24, 2025 | Feb 25, 2026 (93 d) |
| Reynaldo Arceno | Wells Fargo Advisors wirehouse | LPL Financial LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 24, 2025 | Feb 10, 2026 (78 d) |
| Deanna Kay Rens | Wells Fargo Advisors wirehouse | Petros Family Wealth, LLC independent RIA | Wirehouse to independent RIA | Nov 24, 2025 | Nov 20, 2025 |
| Thomas Harwell Jenkins | Wells Fargo Advisors wirehouse | Petros Family Wealth, LLC independent RIA | Wirehouse to independent RIA | Nov 24, 2025 | Nov 20, 2025 |
| Anthony W Mckinzie | Wells Fargo Advisors wirehouse | Edward Jones national BD | Wirehouse to affiliated broker-dealer or bank | Nov 21, 2025 | Apr 28, 2026 (158 d) |
| Kevin Hien Tran | Wells Fargo Advisors wirehouse | LPL Financial LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 21, 2025 | Jul 21, 2026 (242 d) |
| Reed Lipsey | Wells Fargo Advisors wirehouse | Citigroup Global Markets Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 20, 2025 | Dec 22, 2025 (32 d) |
| Amy Marie Gavlenski | Wells Fargo Advisors wirehouse | Raymond James & Associates, Inc. national BD | Wirehouse to affiliated broker-dealer or bank | Nov 20, 2025 | Nov 13, 2025 |
| Matthew Craig Hanson | Wells Fargo Advisors wirehouse | U.S. Bancorp Investments, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 20, 2025 | Nov 19, 2025 |
| Arris Magtibay | Wells Fargo Advisors wirehouse | Ameriprise Financial Services, LLC national BD | Wirehouse to affiliated broker-dealer or bank | Nov 20, 2025 | Jan 13, 2026 (54 d) |
| Bridget Ellen Wiltse | Wells Fargo Advisors wirehouse | Petros Family Wealth, LLC independent RIA | Wirehouse to independent RIA | Nov 19, 2025 | Nov 20, 2025 |
| Dane E Johnson | Wells Fargo Advisors wirehouse | Moneta Group Investment Advisors, LLC independent RIA | Wirehouse to independent RIA | Nov 19, 2025 | Dec 9, 2025 |
| Taylor Salberg | Wells Fargo Advisors wirehouse | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Wirehouse to wirehouse | Nov 19, 2025 | Jan 20, 2026 (62 d) |
| Khadija Vermaas | Wells Fargo Advisors wirehouse | Mutual Of Omaha Investor Services, Inc. independent RIA | Wirehouse to independent RIA | Nov 18, 2025 | Nov 24, 2025 |
| Jennifer Christine Pascal | Wells Fargo Advisors wirehouse | LPL Financial LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 17, 2025 | Nov 21, 2025 |
18,560 moves match.