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

Arrivals at 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
Ozlem ZorMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJul 28, 2026Aug 27, 2026
Wilson FungCitigroup Global Markets Inc. BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJul 28, 2026Jul 29, 2026
Bryan James StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJul 28, 2026Jul 27, 2026
Carlos Manuel ReynosoTruist Advisory Services, Inc. BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJul 28, 2026Aug 25, 2026
Emmanuel AdogheMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJul 28, 2026Jul 29, 2026
John Hays DuhaldeJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJul 28, 2026Sep 11, 2026 (45 d)
Patrick ThorAmeriprise Financial Services, LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJul 27, 2026Jul 6, 2026
Lucas MccarvilleJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJul 27, 2026Aug 4, 2026
Dodge BrownEdward Jones national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJul 27, 2026Aug 3, 2026
Jairo Johnathan SilvaJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJul 26, 2026Aug 31, 2026 (36 d)
Daniel SobarzoAmeriprise Financial Services, LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJul 24, 2026Jul 16, 2026
Mark Brandon WardRetirement Planners Of America independent RIAWells Fargo Advisors wirehouseRIA to wirehouseJul 23, 2026Aug 18, 2026
James M MunozMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJul 23, 2026Jul 31, 2026
Jordan Michael HallMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJul 22, 2026Jul 21, 2026
Philip BarnesMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJul 21, 2026Aug 21, 2026 (31 d)
Alejandro Eslava CortesMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJul 21, 2026Jul 16, 2026
Ava M GordonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJul 20, 2026Jul 23, 2026
Enayat W SheikhzadEdward Jones national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJul 20, 2026Aug 28, 2026 (39 d)
Michael J SquellatiOppenheimer & Co. Inc. BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJul 17, 2026Jul 15, 2026
Ryan Thomas RoachMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJul 17, 2026Jul 15, 2026
Michael VatterAmeriprise Financial Services, LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJul 17, 2026Jul 8, 2026
Joe T ChanOppenheimer & Co. Inc. BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJul 17, 2026Jul 15, 2026
Vjollca GjinolliAmeriprise Financial Services, LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJul 17, 2026Jul 8, 2026
Samuel Patrick KeelerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJul 17, 2026Jul 16, 2026
Sam Hassas RoudsariOppenheimer & Co. Inc. BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJul 17, 2026Jul 15, 2026
Jake Roland WeirCitizens Securities, Inc. BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJul 17, 2026Aug 4, 2026
Arnold Lawrence HochstadtUBS Financial Services Inc. wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJul 16, 2026Jul 8, 2026
Steven Robert ShereskyRBC Capital Markets, LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJul 16, 2026Jul 6, 2026
Jeffrey Lloyd ShereskyRBC Capital Markets, LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJul 16, 2026Jul 6, 2026
Jeffrey C SamsenRBC Capital Markets, LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJul 16, 2026Jul 6, 2026
Indira LoweUBS Financial Services Inc. wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJul 16, 2026Jul 8, 2026
Stanley Carl WeeksRBC Capital Markets, LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJul 16, 2026Jul 7, 2026
Kenneth Tapley ShereskyRBC Capital Markets, LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJul 16, 2026Jul 6, 2026
Gabriel Drew GarnerCetera Investment Advisers LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJul 16, 2026Sep 2, 2026 (48 d)
Samuel David MaroltEdward Jones national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJul 16, 2026Aug 5, 2026
James R ManisMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJul 15, 2026Jul 14, 2026
Derick Eugene HoustonJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJul 15, 2026Aug 10, 2026
Scott Philip DolsonGrant Street Asset Management Inc independent RIAWells Fargo Advisors wirehouseRIA to wirehouseJul 14, 2026Jul 22, 2026
Jessica BonnettTriad Wealth Partners, LLC independent RIAWells Fargo Advisors wirehouseRIA to wirehouseJul 14, 2026Aug 27, 2026 (44 d)
Craig ChampagnieMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJul 13, 2026Jul 28, 2026
Matthew T. PileskiStrategic Advisers LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJul 13, 2026Jul 13, 2026
Daniel P LaricciaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJul 13, 2026Jul 6, 2026
Ernesto Jose AngueiraUBS Financial Services Inc. wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJul 13, 2026Jul 14, 2026
Louis Thomas RantzMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJul 13, 2026Jul 13, 2026
Jacques DarwinEquitable Advisors, LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJul 13, 2026Aug 19, 2026 (37 d)
Jacqueline M DeweseJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJul 12, 2026Jul 22, 2026
Akgaukhar NuskabayevaJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJul 12, 2026Sep 4, 2026 (54 d)
Daniel Frederick DwyerEdward Jones national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJul 10, 2026Jun 24, 2026
Joshua Daniel AmundsenRBC Capital Markets, LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJul 10, 2026Jul 16, 2026
Garrett SnyderMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJul 10, 2026Jul 14, 2026
Scott Charles PospisilCetera Investment Advisers LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJul 9, 2026Jul 9, 2026
Kevin AsheJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJul 9, 2026Jul 7, 2026
Marriann DaoudEdelman Financial Engines independent RIAWells Fargo Advisors wirehouseRIA to wirehouseJul 9, 2026Jun 24, 2026
Maria E Gonzalez-SylvaTruist Advisory Services, Inc. BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJul 9, 2026Aug 12, 2026 (34 d)
Thomas Andrew BraunEdward Jones national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJul 8, 2026Aug 18, 2026 (41 d)
Eric Daniel HeymannTruist Advisory Services, Inc. BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJul 7, 2026Jul 31, 2026
Kristen LedbetterRaymond James & Associates, Inc. national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJul 7, 2026Jul 15, 2026
Hratch AgazaryanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJul 7, 2026Jul 31, 2026
Blake WareStrategic Advisers LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJul 7, 2026Sep 16, 2026 (71 d)
Eric Alexander TallonStrategic Advisers LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJul 6, 2026Aug 11, 2026 (36 d)
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13,760 moves match.