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.
18,578 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Robert S Gershon | Wells Fargo Advisors wirehouse | Valic Financial Advisors, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 8, 2025 | Jun 15, 2026 (250 d) |
| Brian Bourdon | Wells Fargo Advisors wirehouse | Td Private Client Wealth LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 6, 2025 | Jan 6, 2026 (92 d) |
| Rada G Hayes | Wells Fargo Advisors wirehouse | U.S. Bancorp Investments, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 6, 2025 | Dec 9, 2025 (64 d) |
| Crystal Rene Roach | Wells Fargo Advisors wirehouse | Northwestern Mutual Investment Services,LLC no RAUM | Other | Oct 6, 2025 | May 29, 2026 (235 d) |
| Carolyn Desiree Jackson | Wells Fargo Advisors wirehouse | U.S. Bancorp Investments, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 6, 2025 | Oct 2, 2025 |
| Joseph Derron Grant | Wells Fargo Advisors wirehouse | J.P. Morgan Securities LLC wirehouse | Wirehouse to wirehouse | Oct 6, 2025 | Oct 7, 2025 |
| Phillip Sherwood Freeman | Wells Fargo Advisors wirehouse | Ameriprise Financial Services, LLC national BD | Wirehouse to affiliated broker-dealer or bank | Oct 1, 2025 | Sep 26, 2025 |
| Linda Lee Campbell | Wells Fargo Advisors wirehouse | Ameriprise Financial Services, LLC national BD | Wirehouse to affiliated broker-dealer or bank | Oct 1, 2025 | Sep 26, 2025 |
| Michael John Dimitri | Wells Fargo Advisors wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 1, 2025 | Sep 30, 2025 |
| Haim Hen Sander | Wells Fargo Advisors wirehouse | Raymond James & Associates, Inc. national BD | Wirehouse to affiliated broker-dealer or bank | Oct 1, 2025 | Sep 24, 2025 |
| Anna Demarcus | Wells Fargo Advisors wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Oct 1, 2025 | Oct 14, 2025 |
| Vincent Wesley Mcphail | Wells Fargo Advisors wirehouse | Raymond James & Associates, Inc. national BD | Wirehouse to affiliated broker-dealer or bank | Oct 1, 2025 | Sep 24, 2025 |
| Kenneth Samuel Jenkins | Wells Fargo Advisors wirehouse | Fifth Third Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 1, 2025 | Oct 6, 2025 |
| John Granzow | Wells Fargo Advisors wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Sep 30, 2025 | Sep 26, 2025 |
| Matthew Joseph Marks | Wells Fargo Advisors wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Sep 30, 2025 | Sep 25, 2025 |
| Mary Fernandez | Wells Fargo Advisors wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Sep 30, 2025 | Sep 26, 2025 |
| Serena Henry | Wells Fargo Advisors wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Sep 30, 2025 | Sep 25, 2025 |
| Lauren Poleto | Wells Fargo Advisors wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Sep 30, 2025 | Sep 25, 2025 |
| Julie Jones | Wells Fargo Advisors wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Sep 30, 2025 | Sep 25, 2025 |
| Patricia Wilfong | Wells Fargo Advisors wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Sep 30, 2025 | Sep 25, 2025 |
| John Granzow | Wells Fargo Advisors wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Sep 30, 2025 | Sep 25, 2025 |
| Majid Saber | Wells Fargo Advisors wirehouse | J.P. Morgan Securities LLC wirehouse | Wirehouse to wirehouse | Sep 30, 2025 | Mar 27, 2026 (178 d) |
| Ivanna Jhonovna Berrio Paeva | Wells Fargo Advisors wirehouse | Ticino Wealth no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Sep 30, 2025 | Sep 23, 2025 |
| Jordan Michael Masciorini | Wells Fargo Advisors wirehouse | Ticino Wealth no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Sep 30, 2025 | Sep 23, 2025 |
| Matthew Ferrara | Wells Fargo Advisors wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Sep 30, 2025 | Sep 25, 2025 |
| Edwin A Dalrymple | Wells Fargo Advisors wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Sep 30, 2025 | Sep 25, 2025 |
| Michael Joseph Masciorini | Wells Fargo Advisors wirehouse | Ticino Wealth no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Sep 29, 2025 | Sep 23, 2025 |
| Travis Greene | Wells Fargo Advisors wirehouse | Cetera Investment Advisers LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 29, 2025 | Nov 24, 2025 (56 d) |
| Vincent Valeriano | Wells Fargo Advisors wirehouse | National Wealth Management Group, LLC independent RIA | Wirehouse to independent RIA | Sep 26, 2025 | Sep 22, 2025 |
| Jose Sergio Bohon | Wells Fargo Advisors wirehouse | Stifel, Nicolaus & Company, Incorporated national BD | Wirehouse to affiliated broker-dealer or bank | Sep 25, 2025 | Sep 18, 2025 |
| Michael Roy Perry | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Sep 25, 2025 | Sep 19, 2025 |
| Julio Ernesto Leyva | Wells Fargo Advisors wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 25, 2025 | Sep 24, 2025 |
| Matthew Lee Bruton | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Sep 25, 2025 | Aug 22, 2025 |
| Kevin Patrick Galvin | Wells Fargo Advisors wirehouse | Ameriprise Financial Services, LLC national BD | Wirehouse to affiliated broker-dealer or bank | Sep 24, 2025 | Sep 19, 2025 |
| David Sanford Thompson | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Sep 24, 2025 | Sep 19, 2025 |
| Harold Todd Jandreski | Wells Fargo Advisors wirehouse | Raymond James & Associates, Inc. national BD | Wirehouse to affiliated broker-dealer or bank | Sep 24, 2025 | Sep 22, 2025 |
| Jennifer Ann Robinson | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Sep 24, 2025 | Sep 19, 2025 |
| Deanna Cheryl Post | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Sep 24, 2025 | Sep 19, 2025 |
| Reeves Joshua Thompson | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Sep 24, 2025 | Sep 19, 2025 |
| Michelle L German | Wells Fargo Advisors wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Sep 23, 2025 | Oct 30, 2025 (37 d) |
| Tanya Perkins Vess | Wells Fargo Advisors wirehouse | LPL Financial LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 23, 2025 | Sep 16, 2025 |
| Brian Andrew Solomon | Wells Fargo Advisors wirehouse | Ameriprise Financial Services, LLC national BD | Wirehouse to affiliated broker-dealer or bank | Sep 23, 2025 | Sep 16, 2025 |
| Arash Jahanbigloo | Wells Fargo Advisors wirehouse | J.P. Morgan Securities LLC wirehouse | Wirehouse to wirehouse | Sep 23, 2025 | Oct 6, 2025 |
| Tahisha Hall | Wells Fargo Advisors wirehouse | RBC Capital Markets, LLC national BD | Wirehouse to affiliated broker-dealer or bank | Sep 22, 2025 | Nov 11, 2025 (50 d) |
| Shawn Michael O'Brien | Wells Fargo Advisors wirehouse | LPL Financial LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 22, 2025 | Oct 3, 2025 |
| James Kevin Urquhart | Wells Fargo Advisors wirehouse | Thrivent Investment Management Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 22, 2025 | Apr 6, 2026 (196 d) |
| Michael John King | Wells Fargo Advisors wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Sep 19, 2025 | Sep 11, 2025 |
| Joshua King | Wells Fargo Advisors wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Sep 19, 2025 | Sep 10, 2025 |
| Philip Michael Valeriano | Wells Fargo Advisors wirehouse | National Wealth Management Group, LLC independent RIA | Wirehouse to independent RIA | Sep 18, 2025 | Sep 22, 2025 |
| Serena Sneeringer | Wells Fargo Advisors wirehouse | Ameriprise Financial Services, LLC national BD | Wirehouse to affiliated broker-dealer or bank | Sep 18, 2025 | Aug 29, 2025 |
| Mark Andrew Fellows | Wells Fargo Advisors wirehouse | Stratos Wealth Partners, Ltd BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 17, 2025 | Dec 16, 2025 (90 d) |
| Jordan Olson | Wells Fargo Advisors wirehouse | Principal Securities, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 17, 2025 | Sep 16, 2025 |
| Aaron Nathaniel Emory | Wells Fargo Advisors wirehouse | First Citizens Investor Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 17, 2025 | Sep 30, 2025 |
| Jose Antonio Martinez-Rincon | Wells Fargo Advisors wirehouse | Advice And Planning Services BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 17, 2025 | Oct 2, 2025 |
| Cecilia Waters | Wells Fargo Advisors wirehouse | Valic Financial Advisors, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 17, 2025 | Sep 3, 2025 |
| Tevin Jorge Pettiford-Dubose | Wells Fargo Advisors wirehouse | Credit Union Investment Services state registered | Wirehouse to a state-registered adviser | Sep 17, 2025 | Sep 17, 2025 |
| Christine Cortes | Wells Fargo Advisors wirehouse | Ameriprise Financial Services, LLC national BD | Wirehouse to affiliated broker-dealer or bank | Sep 16, 2025 | Oct 1, 2025 |
| Kimberly Sue Young | Wells Fargo Advisors wirehouse | Raymond James & Associates, Inc. national BD | Wirehouse to affiliated broker-dealer or bank | Sep 16, 2025 | Sep 9, 2025 |
| Kenneth Adam Russell | Wells Fargo Advisors wirehouse | Raymond James & Associates, Inc. national BD | Wirehouse to affiliated broker-dealer or bank | Sep 16, 2025 | Sep 9, 2025 |
| Charles Gary Edwards | Wells Fargo Advisors wirehouse | Benjamin F. Edwards & Company, Incorporated BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 16, 2025 | Sep 11, 2025 |