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
Christopher AndersonEmpower Advisory Group, LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJun 2, 2026Jun 2, 2026
Veronica CadenaAmeriprise Financial Services, LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJun 1, 2026May 26, 2026
Austin FlachbartMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJun 1, 2026Aug 3, 2026 (63 d)
Samuel MattsonJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 31, 2026May 29, 2026
Anthony A. LinaresJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 31, 2026Jun 18, 2026
Cordia J TaylorMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 29, 2026May 1, 2026
Eric M. AldapeJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 29, 2026May 28, 2026
Noe LeonCharles Schwab & Co., Inc. national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseMay 29, 2026Jun 4, 2026
Louis John LarosaJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 29, 2026Jun 26, 2026
Joshua Wilkes WindhamAmeriprise Financial Services, LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseMay 29, 2026Aug 26, 2026 (89 d)
Richard Timothy CochranStifel, Nicolaus & Company, Incorporated national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseMay 28, 2026May 1, 2026
Juan Camilo VillamizarUBS Financial Services Inc. wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 26, 2026May 1, 2026
Ronel Capinig SulitEmpower Advisory Group, LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseMay 26, 2026Sep 9, 2026 (106 d)
Khalid Akil LipscombMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 23, 2026Jul 20, 2026 (58 d)
Mark MahonUBS Financial Services Inc. wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 22, 2026May 18, 2026
Kevin M JankeUBS Financial Services Inc. wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 22, 2026Jun 30, 2026 (39 d)
Anthony Edwin EchangSimplicity Wealth mixed wealthWells Fargo Advisors wirehouseRIA to wirehouseMay 22, 2026Jun 16, 2026
Bryan FratesStrategic Advisers LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseMay 21, 2026May 18, 2026
Keith Allen FullerCitigroup Global Markets Inc. BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseMay 20, 2026Jun 4, 2026
Juan Sebastian OsorioMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 20, 2026Jun 1, 2026
Brandon DariotisJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 19, 2026May 18, 2026
Odesseas DaramouskasEmpower Advisory Group, LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseMay 19, 2026Jun 18, 2026
Brian WoodWells Fargo Investment Institute, Inc. independent RIAWells Fargo Advisors wirehouseRIA to wirehouseMay 18, 2026May 18, 2026
Jacob BolstadEagle Strategies LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseMay 18, 2026Jun 8, 2026
Muhammad Fawad AfzalMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 18, 2026May 4, 2026
Sean T GibbonsMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 18, 2026May 28, 2026
Edgar E Tejeda GonzalezJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 17, 2026May 15, 2026
Stephen M BartoliMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 15, 2026May 5, 2026
David C BartoliMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 15, 2026May 5, 2026
Jasreen K SidhuEdward Jones national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseMay 14, 2026Aug 28, 2026 (106 d)
Scott WolfeUBS Financial Services Inc. wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 13, 2026May 1, 2026
Jay D Dorie ArbetterUBS Financial Services Inc. wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 12, 2026May 1, 2026
Jason E Everett TaraszkiUBS Financial Services Inc. wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 12, 2026May 4, 2026
Rusti D RoggerUBS Financial Services Inc. wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 12, 2026May 1, 2026
Henry Wendell JordanUBS Financial Services Inc. wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 12, 2026May 6, 2026
Evan Edward TaylorUBS Financial Services Inc. wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 12, 2026May 1, 2026
Alec Jacob JordanUBS Financial Services Inc. wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 12, 2026May 1, 2026
Jorge A ValdesJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 12, 2026Jun 17, 2026 (36 d)
William Craig MayeuxMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 11, 2026May 4, 2026
Jennifer Joanne LaniganMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 11, 2026May 21, 2026
Julie BurgioMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 11, 2026May 12, 2026
Ashley ArcherMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 11, 2026May 19, 2026
Haocheng CaiMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 11, 2026Aug 19, 2026 (100 d)
Betty F DeboeUBS Financial Services Inc. wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 8, 2026Apr 27, 2026
John James QuinnJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 8, 2026Jun 18, 2026 (41 d)
Berenice Sarahi Galvan PadillaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 8, 2026May 12, 2026
Maxine Elaine BoltonStifel, Nicolaus & Company, Incorporated national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseMay 7, 2026Apr 29, 2026
Douglas Claude DigiornoUBS Financial Services Inc. wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 7, 2026Apr 27, 2026
Jason Matthew AdamcikTruist Advisory Services, Inc. BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseMay 7, 2026Jun 25, 2026 (49 d)
Dedry Jerrod JohnsonMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 7, 2026Apr 20, 2026
Jorge LongueiraMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 7, 2026Jul 7, 2026 (61 d)
Andrea E TaylorMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 7, 2026May 5, 2026
Alvin ZhengMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 7, 2026Jun 29, 2026 (53 d)
Katherine Louise GoldenUBS Financial Services Inc. wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 7, 2026Apr 27, 2026
W Craig McleanMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 6, 2026May 5, 2026
Steven Michael ChmaraStifel, Nicolaus & Company, Incorporated national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseMay 6, 2026Apr 29, 2026
Charles Edward BledsoeRaymond James Financial Services Advisors, Inc BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseMay 6, 2026May 4, 2026
Leigh Frances BeshawMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 6, 2026May 5, 2026
Patrick Preston BartoliMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 6, 2026May 5, 2026
Kirsten Aleigha RodriguezMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 6, 2026May 5, 2026
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13,760 moves match.