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
Marco ZafaranaStrategic Advisers LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJul 6, 2026Jul 28, 2026
Elijah-James J BrownJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJul 3, 2026Jul 2, 2026
Peter QuoieJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJul 3, 2026Jul 6, 2026
Blaize N. KaduruJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJul 2, 2026Jul 2, 2026
Stephanie Hafter-LipfordTruist Advisory Services, Inc. BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJul 2, 2026Jul 29, 2026
Ricardo NunezJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJul 2, 2026Jul 3, 2026
Juliane WernerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJul 2, 2026Jul 6, 2026
Seung YooMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJul 1, 2026Jun 30, 2026
Timothy Byron DavisCetera Investment Advisers LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJun 30, 2026Jul 6, 2026
Kathren Hsueh WillsRaymond James Financial Services Advisors, Inc BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJun 30, 2026Jun 24, 2026
Nelly Regina JohnstonRaymond James Financial Services Advisors, Inc BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJun 30, 2026Jun 24, 2026
Felix Thomas BeckerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJun 30, 2026Jun 29, 2026
Bryce ScharfJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJun 28, 2026Jul 13, 2026
Trevor KlinnertJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJun 28, 2026Jul 22, 2026
Sevada DavoudiCharles Schwab & Co., Inc. national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJun 27, 2026Jun 15, 2026
Russell Ose Adade RobinsonPnc Wealth Management BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJun 26, 2026Aug 4, 2026 (39 d)
Erin HofacketEdward Jones national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJun 25, 2026Jun 24, 2026
Tianna Symone RobinsonCitizens Securities, Inc. BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJun 25, 2026Jul 14, 2026
Jonathen Davey RobinsonTruist Advisory Services, Inc. BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJun 25, 2026Jul 28, 2026 (33 d)
Julio Manuel RiveraThornburg Investment Management Inc asset managerWells Fargo Advisors wirehouseOtherJun 25, 2026Jun 30, 2026
Passant AbbasStrategic Advisers LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJun 25, 2026Jun 18, 2026
Nicholas BlackwoodEquitable Advisors, LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJun 25, 2026Jul 10, 2026
Harry Pringle HewesCetera Investment Advisers LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJun 23, 2026Jun 23, 2026
Benson Den Tee LimPrivate Advisor Group, LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJun 23, 2026Jun 12, 2026
Ryan Patrick BirchPutnam Investment Management, LLC asset managerWells Fargo Advisors wirehouseOtherJun 23, 2026Aug 4, 2026 (42 d)
Ryan Austin SpivakMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJun 23, 2026Jul 3, 2026
Jason Michael AbramowitzMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJun 22, 2026Jun 23, 2026
Linh Tue NguyenStrategic Advisers LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJun 22, 2026Jul 10, 2026
Marcus Ryan OwensStrategic Advisers LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJun 18, 2026Jun 29, 2026
Samah AdemHsbc Securities (USA) Inc. BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJun 18, 2026Jul 28, 2026 (40 d)
Jack WormingtonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJun 18, 2026Jun 22, 2026
Sotheavy VannCitizens Securities, Inc. BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJun 16, 2026Jun 10, 2026
Sally A VendittiMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJun 16, 2026May 18, 2026
Arturo Joaquin HinojosaTruist Advisory Services, Inc. BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJun 16, 2026Aug 3, 2026 (48 d)
Cong WangCetera Investment Advisers LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJun 16, 2026Aug 3, 2026 (48 d)
Steven RoyJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJun 12, 2026Jun 11, 2026
Ian Joseph SomogyeCharles Schwab & Co., Inc. national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJun 12, 2026Jul 6, 2026
Tyler LettieriMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJun 12, 2026Jun 16, 2026
Deaunna ThomasEdward Jones national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJun 11, 2026Jun 12, 2026
Cameron J. WalkerStrategic Advisers LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJun 11, 2026Jun 26, 2026
Sabah Siralkhatim Gassim AbdaullahMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJun 11, 2026Jun 17, 2026
Paul SeibtStrategic Advisers LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJun 10, 2026Jul 16, 2026 (36 d)
Ramiro CarvajalMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJun 10, 2026Jun 8, 2026
Kenneth Samuel JenkinsPnc Wealth Management BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJun 10, 2026Jul 22, 2026 (42 d)
Ryan Charles DutilLPL Financial LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJun 10, 2026Jun 1, 2026
Troy T SpencerJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJun 9, 2026Jun 8, 2026
James Ryan StoneMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJun 9, 2026Jun 16, 2026
Jorge Luis MartinezJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJun 5, 2026Jun 5, 2026
Stephen CamilliValic Financial Advisors, Inc. BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJun 5, 2026May 18, 2026
Logan GormanCharles Schwab & Co., Inc. national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJun 5, 2026May 27, 2026
Yasin HalimiJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJun 5, 2026Jul 28, 2026 (53 d)
Stephen A BejsiukEmpire Financial Management Company, LLC independent RIAWells Fargo Advisors wirehouseRIA to wirehouseJun 4, 2026Jul 7, 2026 (33 d)
Tyler Joseph HintonLPL Enterprise, LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJun 4, 2026Jun 16, 2026
Carl Wayne WalkerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJun 4, 2026Jun 22, 2026
Thomas Alfred HughesAmeriprise Financial Services, LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJun 3, 2026May 29, 2026
Christopher Teixeira Dos SantosMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJun 3, 2026Jun 10, 2026
William Michael SteeleAmeriprise Financial Services, LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJun 2, 2026May 29, 2026
Brandon HarperJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJun 2, 2026Jun 1, 2026
Amos MadisonJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJun 2, 2026Aug 21, 2026 (80 d)
Shamrock Jr MunozMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJun 2, 2026Jun 1, 2026
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13,760 moves match.