DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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
Sebastian HochuleWells Fargo Advisors wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJan 14, 2026Jan 9, 2026
Corbin Philip CurleyWells Fargo Advisors wirehouse&Partners independent RIAWirehouse to independent RIAJan 14, 2026Jan 9, 2026
John MerendinoWells Fargo Advisors wirehouseTd Private Client Wealth LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJan 13, 2026Jan 15, 2026
Flint T SchullerWells Fargo Advisors wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseJan 13, 2026May 18, 2026 (125 d)
Christopher KielarWells Fargo Advisors wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseJan 13, 2026Jan 9, 2026
Andrei Constantin PradaWells Fargo Advisors wirehouse&Partners independent RIAWirehouse to independent RIAJan 13, 2026Jan 5, 2026
Deorella A BautistaWells Fargo Advisors wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseJan 13, 2026Feb 5, 2026
Joshua Michael BrownWells Fargo Advisors wirehouseCitigroup Global Markets Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJan 13, 2026Jan 6, 2026
River LiWells Fargo Advisors wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJan 13, 2026Jan 7, 2026
Robert K WilsonWells Fargo Advisors wirehousePrincipal Securities, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJan 13, 2026Apr 13, 2026 (90 d)
Timothy WaasWells Fargo Advisors wirehouseRBC Capital Markets, LLC national BDWirehouse to affiliated broker-dealer or bankJan 13, 2026Jan 6, 2026
Norma Alicia GrahamWells Fargo Advisors wirehouseThrivent Investment Management Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJan 13, 2026Jan 21, 2026
Patrick TorschWells Fargo Advisors wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseJan 13, 2026Jan 13, 2026
Owen William GalipeauWells Fargo Advisors wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJan 13, 2026Jan 6, 2026
Dylan BowskyWells Fargo Advisors wirehouseCitigroup Global Markets Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJan 13, 2026Jan 20, 2026
Tyler Charles HewettWells Fargo Advisors wirehouseEdward Jones national BDWirehouse to affiliated broker-dealer or bankJan 13, 2026Jan 2, 2026
Kaitlyn Breyann BaltzWells Fargo Advisors wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseJan 13, 2026Jan 27, 2026
Hayk GrigoryanWells Fargo Advisors wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseJan 12, 2026Feb 13, 2026 (32 d)
Anthony Carl FrancoWells Fargo Advisors wirehouseSeaside Wealth Management, Inc. independent RIAWirehouse to independent RIAJan 12, 2026Feb 4, 2026
Bruce Arthur GalbraithWells Fargo Advisors wirehouseSiebert Advisornxt, LLC. independent RIAWirehouse to independent RIAJan 12, 2026Mar 3, 2026 (50 d)
Eric Andrew FinchWells Fargo Advisors wirehouseStifel, Nicolaus & Company, Incorporated national BDWirehouse to affiliated broker-dealer or bankJan 9, 2026May 28, 2026 (139 d)
Cathleen Ann PikeWells Fargo Advisors wirehouseRBC Capital Markets, LLC national BDWirehouse to affiliated broker-dealer or bankJan 9, 2026Jan 9, 2026
Matthew Drew AlpertWells Fargo Advisors wirehouseCetera Investment Advisers LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJan 9, 2026Apr 3, 2026 (84 d)
Christine Renee RossWells Fargo Advisors wirehouseCliftonlarsonallen Wealth Advisors, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJan 9, 2026May 12, 2026 (123 d)
Aanal ShahWells Fargo Advisors wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseJan 9, 2026May 7, 2026 (118 d)
Andrew Robert LovanWells Fargo Advisors wirehouseEmpower Advisory Group, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJan 9, 2026Jun 8, 2026 (150 d)
Randall Scott HoaglandWells Fargo Advisors wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJan 9, 2026Jan 26, 2026
Amy CookeWells Fargo Advisors wirehouseCharles Schwab & Co., Inc. national BDWirehouse to affiliated broker-dealer or bankJan 9, 2026Jul 1, 2026 (173 d)
Pamela Jeanne PrescottWells Fargo Advisors wirehouseRaymond James & Associates, Inc. national BDWirehouse to affiliated broker-dealer or bankJan 9, 2026Jan 14, 2026
Monica Adriana MarcianoWells Fargo Advisors wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseJan 9, 2026Apr 28, 2026 (109 d)
Michelle CastellucciWells Fargo Advisors wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJan 9, 2026Apr 27, 2026 (108 d)
Justin Louis NovakWells Fargo Advisors wirehouseRBC Capital Markets, LLC national BDWirehouse to affiliated broker-dealer or bankJan 9, 2026Feb 23, 2026 (45 d)
Heidi E. HendersonWells Fargo Advisors wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseJan 9, 2026Jan 21, 2026
Sarah Rae McmillianWells Fargo Advisors wirehouseTruist Advisory Services, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJan 9, 2026Jan 16, 2026
Erica GreeneWells Fargo Advisors wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJan 9, 2026Apr 28, 2026 (109 d)
Danial Otto GreenWells Fargo Advisors wirehouseMutual Advisors, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJan 9, 2026Apr 1, 2026 (82 d)
Landon HadleyWells Fargo Advisors wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJan 9, 2026Feb 12, 2026 (34 d)
Deabrion J JoynerWells Fargo Advisors wirehouseEdward Jones national BDWirehouse to affiliated broker-dealer or bankJan 9, 2026Mar 19, 2026 (69 d)
Mateaia LovejoyWells Fargo Advisors wirehouseUBS Financial Services Inc. wirehouseWirehouse to wirehouseJan 8, 2026Jan 20, 2026
Jason HewittWells Fargo Advisors wirehouseStrategic Advisers LLC national BDWirehouse to affiliated broker-dealer or bankJan 8, 2026Mar 9, 2026 (60 d)
Rebecca Elizabeth ReynaudWells Fargo Advisors wirehouseProspera Financial Services, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJan 6, 2026Apr 14, 2026 (98 d)
Angela E CollinsWells Fargo Advisors wirehouseRaymond James & Associates, Inc. national BDWirehouse to affiliated broker-dealer or bankJan 6, 2026Jan 30, 2026
Ari Matthew LitvinWells Fargo Advisors wirehousePrincipal Securities, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJan 6, 2026Apr 15, 2026 (99 d)
Joseph Wadley MunierWells Fargo Advisors wirehouseCharles Schwab & Co., Inc. national BDWirehouse to affiliated broker-dealer or bankJan 6, 2026Feb 11, 2026 (36 d)
Aladin M BacolodanWells Fargo Advisors wirehouseMorgan Stanley wirehouseWirehouse to wirehouseJan 6, 2026Apr 15, 2026 (99 d)
Mira DragisicWells Fargo Advisors wirehousePrincipal Securities, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJan 5, 2026Mar 12, 2026 (66 d)
Garrett John SuydamWells Fargo Advisors wirehouseRaymond James & Associates, Inc. national BDWirehouse to affiliated broker-dealer or bankJan 5, 2026Jan 14, 2026
Emily Elizabeth FiscellaWells Fargo Advisors wirehouseDavenport & Company LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJan 5, 2026Jan 5, 2026
Anny TranWells Fargo Advisors wirehouseStrategic Advisers LLC national BDWirehouse to affiliated broker-dealer or bankJan 5, 2026Jan 20, 2026
Joxavier Lashondalyn JacksonWells Fargo Advisors wirehouseMML Investors Services, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJan 5, 2026Jan 26, 2026
Ashley Gisel DrogonWells Fargo Advisors wirehouseKey Investment Services LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJan 5, 2026Jan 6, 2026
Jorge Alberto Mateo-AguilarWells Fargo Advisors wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseJan 5, 2026Jan 26, 2026
Adnan Abdrabu MohamedWells Fargo Advisors wirehouseState Farm Investment Management Corp. asset managerOtherJan 5, 2026Jan 19, 2026
Ryon Cameron SenegalWells Fargo Advisors wirehouseJ.P. Morgan Securities LLC wirehouseWirehouse to wirehouseJan 5, 2026Jan 15, 2026
Colin Michael GoodrichWells Fargo Advisors wirehouseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWirehouse to wirehouseJan 2, 2026Aug 12, 2026 (222 d)
Eric Mannon YoungWells Fargo Advisors wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankDec 24, 2025Apr 9, 2026 (106 d)
Bevin Kimberly NealonWells Fargo Advisors wirehouseProcyon mixed wealthWirehouse to independent RIADec 24, 2025Dec 10, 2025
Rupal Mahesh JhaveriWells Fargo Advisors wirehousePnc Wealth Management BD affiliatedWirehouse to affiliated broker-dealer or bankDec 24, 2025Jan 30, 2026 (37 d)
Tai Git WongWells Fargo Advisors wirehouseU.S. Bancorp Advisors, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankDec 23, 2025Feb 23, 2026 (62 d)
Enrique Riveros-ValleWells Fargo Advisors wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankDec 23, 2025Jan 26, 2026 (34 d)
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18,560 moves match.