DFX 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 |
|---|---|---|---|---|---|
| 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 |
| Susan Lynne Rios | Wells Fargo Advisors wirehouse | RBC Capital Markets, LLC national BD | Wirehouse to affiliated broker-dealer or bank | Nov 14, 2025 | Nov 5, 2025 |
| Allen H Wilson | Wells Fargo Advisors wirehouse | RBC Capital Markets, LLC national BD | Wirehouse to affiliated broker-dealer or bank | Nov 14, 2025 | Oct 27, 2025 |
| Kimberly Kay Eskelson | Wells Fargo Advisors wirehouse | Mercer Global Advisors Inc. independent RIA | Wirehouse to independent RIA | Nov 14, 2025 | Aug 10, 2026 (269 d) |
| Christian Sanchez-Berg | Wells Fargo Advisors wirehouse | Charles Schwab & Co., Inc. national BD | Wirehouse to affiliated broker-dealer or bank | Nov 13, 2025 | Nov 18, 2025 |
| Richard Morgenstern | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Nov 13, 2025 | Nov 3, 2025 |
| Robert Andrew Hon | Wells Fargo Advisors wirehouse | Rockefeller Capital Management BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 12, 2025 | Nov 7, 2025 |
| Karen L Bauman | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Nov 12, 2025 | Nov 7, 2025 |
| David W Deahl | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Nov 12, 2025 | Nov 7, 2025 |
| Julie Byrnes | Wells Fargo Advisors wirehouse | Rockefeller Capital Management BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 12, 2025 | Nov 7, 2025 |
| Jon Christian Bohnert | Wells Fargo Advisors wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 12, 2025 | Nov 13, 2025 |
| Jeannetta Robinson | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Nov 12, 2025 | Nov 7, 2025 |
| Emanuel Anthony Zalants | Wells Fargo Advisors wirehouse | Rockefeller Capital Management BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 12, 2025 | Nov 7, 2025 |
| Joshua Roberts | Wells Fargo Advisors wirehouse | Sofi Wealth LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 12, 2025 | Nov 18, 2025 |
| De Andre Lamar | Wells Fargo Advisors wirehouse | J.P. Morgan Securities LLC wirehouse | Wirehouse to wirehouse | Nov 12, 2025 | Nov 19, 2025 |
| Nicole Moss | Wells Fargo Advisors wirehouse | J.P. Morgan Securities LLC wirehouse | Wirehouse to wirehouse | Nov 12, 2025 | Nov 14, 2025 |
| Payton Labadie | Wells Fargo Advisors wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Nov 12, 2025 | Dec 24, 2025 (42 d) |
| Tina Marie Truax Mccuin | Wells Fargo Advisors wirehouse | Td Private Client Wealth LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 11, 2025 | Dec 10, 2025 |
| Brittney Shemika Taylor | Wells Fargo Advisors wirehouse | UBS Financial Services Inc. wirehouse | Wirehouse to wirehouse | Nov 11, 2025 | Nov 24, 2025 |
| Catherine Andrea Fell | Wells Fargo Advisors wirehouse | Vanguard Advisers, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 11, 2025 | Dec 1, 2025 |
| Michael Nathan Hudgins | Wells Fargo Advisors wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 10, 2025 | Nov 4, 2025 |
| Jeffrey Aurand | Wells Fargo Advisors wirehouse | Vista Investment Partners independent RIA | Wirehouse to independent RIA | Nov 10, 2025 | Nov 3, 2025 |
| Kathryn Gahres | Wells Fargo Advisors wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Nov 10, 2025 | Nov 5, 2025 |
| Robert Boston Smith | Wells Fargo Advisors wirehouse | The Burney Company independent RIA | Wirehouse to independent RIA | Nov 10, 2025 | Mar 17, 2026 (127 d) |
| Martha Elena Chinea | Wells Fargo Advisors wirehouse | Bolton Global Asset Management BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 6, 2025 | Jun 5, 2026 (211 d) |
| Anthony Michael Rinella | Wells Fargo Advisors wirehouse | Empower Advisory Group, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 6, 2025 | Nov 20, 2025 |
| Yakov G Krassovskiy | Wells Fargo Advisors wirehouse | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Wirehouse to wirehouse | Nov 6, 2025 | Nov 24, 2025 |
| Jay Pickett | Wells Fargo Advisors wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Nov 5, 2025 | Nov 7, 2025 |
| Edward Craig Wingrove | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Nov 5, 2025 | Nov 3, 2025 |
| Stephen Lo | Wells Fargo Advisors wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Nov 5, 2025 | Oct 30, 2025 |
| Vincent Frank Gerardi | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Nov 5, 2025 | Oct 31, 2025 |
| Kenneth Belter | Wells Fargo Advisors wirehouse | Ameriprise Financial Services, LLC national BD | Wirehouse to affiliated broker-dealer or bank | Nov 5, 2025 | Nov 3, 2025 |
| Shannon Julia Simar | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Nov 5, 2025 | Oct 31, 2025 |
| Ann Adair Connolly | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Nov 5, 2025 | Nov 3, 2025 |
| James Wolslager | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Nov 5, 2025 | Nov 3, 2025 |
| Byron Posadas | Wells Fargo Advisors wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Nov 5, 2025 | Oct 17, 2025 |
| Charlotte Lee | Wells Fargo Advisors wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Nov 5, 2025 | Oct 30, 2025 |
| Jordan W Busco | Wells Fargo Advisors wirehouse | Citizens Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 5, 2025 | Nov 3, 2025 |
| David Willis | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Nov 5, 2025 | Oct 31, 2025 |
| John P Lamesajan | Wells Fargo Advisors wirehouse | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Wirehouse to wirehouse | Nov 5, 2025 | Jan 8, 2026 (64 d) |
| Tyler Gunderson | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Nov 5, 2025 | Oct 31, 2025 |
| Yong En Xiao | Wells Fargo Advisors wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Nov 5, 2025 | Oct 30, 2025 |
| Aaron James Connolly | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Nov 5, 2025 | Oct 31, 2025 |
| Cinnamon Marie Brickner | Wells Fargo Advisors wirehouse | Vanguard Advisers, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 5, 2025 | Dec 5, 2025 |
| Chethan R Gourkanti | Wells Fargo Advisors wirehouse | Traphagen Financial Group independent RIA | Wirehouse to independent RIA | Nov 5, 2025 | Dec 5, 2025 |
| Dana Howard Bottenhagen | Wells Fargo Advisors wirehouse | Raymond James & Associates, Inc. national BD | Wirehouse to affiliated broker-dealer or bank | Nov 4, 2025 | Oct 29, 2025 |
| Christy Ruth Turner | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Nov 4, 2025 | Oct 10, 2025 |
| John Witherspoon Wallace | Wells Fargo Advisors wirehouse | Stifel, Nicolaus & Company, Incorporated national BD | Wirehouse to affiliated broker-dealer or bank | Nov 4, 2025 | Oct 28, 2025 |
18,575 moves match.