DFX Intelligence
Advisor moves
Departures from Wells Fargo AdvisorsWhat a move isA 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 |
|---|---|---|---|---|---|
| Christopher James Ramirez | Wells Fargo Advisors wirehouse | Ameriprise Financial Services, LLC national BD | Wirehouse to affiliated broker-dealer or bank | Aug 6, 2025 | Jul 31, 2025 |
| Travis P Huber | Wells Fargo Advisors wirehouse | Benjamin F. Edwards & Company, Incorporated BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 4, 2025 | Aug 6, 2025 |
| Genessis Aviles | Wells Fargo Advisors wirehouse | LPL Financial LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 31, 2025 | Aug 4, 2025 |
| Mike Marcos Tavitian | Wells Fargo Advisors wirehouse | UBS Financial Services Inc. wirehouse | Wirehouse to wirehouse | Jul 31, 2025 | Aug 5, 2025 |
| Bitals Maharjan | Wells Fargo Advisors wirehouse | Charles Schwab & Co., Inc. national BD | Wirehouse to affiliated broker-dealer or bank | Jul 31, 2025 | Aug 8, 2025 |
| Jeremy Vincente Lopez | Wells Fargo Advisors wirehouse | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Wirehouse to wirehouse | Jul 31, 2025 | Aug 8, 2025 |
| Miles Stanton Rew Prescott | Wells Fargo Advisors wirehouse | Ameriprise Financial Services, LLC national BD | Wirehouse to affiliated broker-dealer or bank | Jul 30, 2025 | Aug 6, 2025 |
| Jorge Longueira | Wells Fargo Advisors wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Jul 30, 2025 | Aug 25, 2025 |
| Michael Duncan | Wells Fargo Advisors wirehouse | Kestra Advisory Services, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 30, 2025 | Aug 8, 2025 |
| Tony Peng | Wells Fargo Advisors wirehouse | Hsbc Securities (USA) Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 29, 2025 | Aug 6, 2025 |
| Ricardo Agustin Pena | Wells Fargo Advisors wirehouse | Citigroup Global Markets Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 29, 2025 | Jul 11, 2025 |
| Joe Murphey Harris | Wells Fargo Advisors wirehouse | Ameriprise Financial Services, LLC national BD | Wirehouse to affiliated broker-dealer or bank | Jul 29, 2025 | Jul 12, 2025 |
| Blair Aden Thompson | Wells Fargo Advisors wirehouse | J.P. Morgan Securities LLC wirehouse | Wirehouse to wirehouse | Jul 28, 2025 | Jan 2, 2026 (158 d) |
| Cuaduana Paul Terry | Wells Fargo Advisors wirehouse | Ameriprise Financial Services, LLC national BD | Wirehouse to affiliated broker-dealer or bank | Jul 28, 2025 | Jul 31, 2025 |
| Clinton R. Louiso | Wells Fargo Advisors wirehouse | LPL Financial LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 28, 2025 | Jul 21, 2025 |
| Richard Chisom Osuji | Wells Fargo Advisors wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 28, 2025 | Jul 23, 2025 |
| Glenn R Rudy | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Jul 28, 2025 | Jun 15, 2026 (322 d) |
| Irene Gomez-Ramirez | Wells Fargo Advisors wirehouse | LPL Financial LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 24, 2025 | Jul 31, 2025 |
| Daniel Eston Harrell | Wells Fargo Advisors wirehouse | Edward Jones national BD | Wirehouse to affiliated broker-dealer or bank | Jul 24, 2025 | Jul 18, 2025 |
| Joseph Edward Gaudino | Wells Fargo Advisors wirehouse | J.P. Morgan Securities LLC wirehouse | Wirehouse to wirehouse | Jul 23, 2025 | Dec 4, 2025 (134 d) |
| Brandon Jamison | Wells Fargo Advisors wirehouse | UBS Financial Services Inc. wirehouse | Wirehouse to wirehouse | Jul 23, 2025 | Jul 31, 2025 |
| Dina Debs | Wells Fargo Advisors wirehouse | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Wirehouse to wirehouse | Jul 22, 2025 | Aug 7, 2025 |
| Donna L. Hurst | Wells Fargo Advisors wirehouse | J.P. Morgan Securities LLC wirehouse | Wirehouse to wirehouse | Jul 22, 2025 | Jul 21, 2025 |
| Sarah Marie Turner | Wells Fargo Advisors wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 22, 2025 | Jul 21, 2025 |
| Myles David Mcpartland | Wells Fargo Advisors wirehouse | LPL Financial LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 21, 2025 | Jul 16, 2025 |
| Lisa Sheedy Oviatt | Wells Fargo Advisors wirehouse | Raymond James & Associates, Inc. national BD | Wirehouse to affiliated broker-dealer or bank | Jul 21, 2025 | Jul 25, 2025 |
| Paul Anthony Milnes | Wells Fargo Advisors wirehouse | Raymond James & Associates, Inc. national BD | Wirehouse to affiliated broker-dealer or bank | Jul 21, 2025 | Jul 15, 2025 |
| Alisa Mindy Harris | Wells Fargo Advisors wirehouse | Oppenheimer & Co. Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 17, 2025 | Nov 6, 2025 (112 d) |
| Leroy Born | Wells Fargo Advisors wirehouse | International Assets Investment Management, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 17, 2025 | Aug 14, 2025 |
| James R. Gill | Wells Fargo Advisors wirehouse | Strategic Advisers LLC national BD | Wirehouse to affiliated broker-dealer or bank | Jul 17, 2025 | Aug 11, 2025 |
| Jason Michael Lambert | Wells Fargo Advisors wirehouse | J.P. Morgan Securities LLC wirehouse | Wirehouse to wirehouse | Jul 17, 2025 | Jul 28, 2025 |
| Tyler Reed Snow | Wells Fargo Advisors wirehouse | B.O.S.S. Retirement Advisors, LLC independent RIA | Wirehouse to independent RIA | Jul 17, 2025 | Jul 17, 2025 |
| Pasquale Capone | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Jul 16, 2025 | Jul 11, 2025 |
| Vernon Hughes Stockton | Wells Fargo Advisors wirehouse | LPL Financial LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 16, 2025 | Jul 30, 2025 |
| Sally Antwiler Bingaman | Wells Fargo Advisors wirehouse | Stifel, Nicolaus & Company, Incorporated national BD | Wirehouse to affiliated broker-dealer or bank | Jul 16, 2025 | Jul 30, 2025 |
| Cristina Marie Capone | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Jul 16, 2025 | Jul 11, 2025 |
| Clark H Samisch | Wells Fargo Advisors wirehouse | Robert W. Baird & Co. Incorporated mixed wealth | Wirehouse to independent RIA | Jul 16, 2025 | Aug 27, 2025 (42 d) |
| Timothy Wayne Bembry | Wells Fargo Advisors wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 15, 2025 | Jul 7, 2025 |
| Leanda Pringle | Wells Fargo Advisors wirehouse | Wells Fargo Advisors wirehouse | Wirehouse to wirehouse | Jul 15, 2025 | Jun 1, 2026 (321 d) |
| Edgar Luis Acosta | Wells Fargo Advisors wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 15, 2025 | Jul 7, 2025 |
| Veronica Ann Zamora | Wells Fargo Advisors wirehouse | Stifel, Nicolaus & Company, Incorporated national BD | Wirehouse to affiliated broker-dealer or bank | Jul 15, 2025 | Aug 6, 2025 |
| Dorian Shavar Holmes | Wells Fargo Advisors wirehouse | Cetera Investment Advisers LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 15, 2025 | Jul 10, 2025 |
| Lauren M Brennan | Wells Fargo Advisors wirehouse | Npf Investment Advisors independent RIA | Wirehouse to independent RIA | Jul 15, 2025 | Aug 4, 2025 |
| Bryant Stein | Wells Fargo Advisors wirehouse | Huntington Financial Advisors BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 15, 2025 | Jul 22, 2025 |
| Kevin Alfredo Gardea Quinonez | Wells Fargo Advisors wirehouse | RBC Capital Markets, LLC national BD | Wirehouse to affiliated broker-dealer or bank | Jul 15, 2025 | Jul 8, 2025 |
| Daniel Wren | Wells Fargo Advisors wirehouse | Sound Income Strategies, LLC independent RIA | Wirehouse to independent RIA | Jul 14, 2025 | Aug 5, 2025 |
| Jared Parnell Black | Wells Fargo Advisors wirehouse | LPL Financial LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 11, 2025 | Jun 11, 2025 |
| Charles Mike Lloyd | Wells Fargo Advisors wirehouse | Ameriprise Financial Services, LLC national BD | Wirehouse to affiliated broker-dealer or bank | Jul 11, 2025 | Jul 3, 2025 |
| Claudia Gudino Morales Angeja | Wells Fargo Advisors wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Jul 10, 2025 | Jul 20, 2025 |
| Maxwell James Mcleod | Wells Fargo Advisors wirehouse | Ameriprise Financial Services, LLC national BD | Wirehouse to affiliated broker-dealer or bank | Jul 10, 2025 | Jul 8, 2025 |
| Ali Charles Kourouma | Wells Fargo Advisors wirehouse | Morgan Stanley wirehouse | Wirehouse to wirehouse | Jul 10, 2025 | Aug 6, 2025 |
| Ryan Overton | Wells Fargo Advisors wirehouse | Charles Schwab & Co., Inc. national BD | Wirehouse to affiliated broker-dealer or bank | Jul 8, 2025 | Jul 29, 2025 |
| Jesse John Higbee | Wells Fargo Advisors wirehouse | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Wirehouse to wirehouse | Jul 8, 2025 | Jul 14, 2025 |
| Benjamin Thomas | Wells Fargo Advisors wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 8, 2025 | Jul 9, 2025 |
| David Sang Il Lee | Wells Fargo Advisors wirehouse | Vanguard Advisers, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 7, 2025 | Dec 3, 2025 (149 d) |
| Ronald Allan Sirt | Wells Fargo Advisors wirehouse | LPL Financial LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 3, 2025 | Jun 29, 2026 (361 d) |
| Marc Heagney | Wells Fargo Advisors wirehouse | J.P. Morgan Securities LLC wirehouse | Wirehouse to wirehouse | Jul 3, 2025 | Jul 28, 2025 |
| Nicole Diane Levermann | Wells Fargo Advisors wirehouse | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Wirehouse to wirehouse | Jul 3, 2025 | Jul 23, 2025 |
| Sean Philbin | Wells Fargo Advisors wirehouse | Zacks Investment Management, Inc. mixed wealth | Wirehouse to independent RIA | Jul 3, 2025 | Oct 27, 2025 (116 d) |
| Christopher Hutchinson | Wells Fargo Advisors wirehouse | Ameriprise Financial Services, LLC national BD | Wirehouse to affiliated broker-dealer or bank | Jul 2, 2025 | Nov 2, 2009 |