DFX Intelligence

RIA Intelligence

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
Tayte Elliott IrvineMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 6, 2026May 1, 2026
Cynthia Brooks LeeFoundations Investment Advisors LLC independent RIAWells Fargo Advisors wirehouseRIA to wirehouseMay 6, 2026Jul 27, 2026 (82 d)
William T DuvalMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 6, 2026May 5, 2026
Brett RobinsonEquitable Advisors, LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseMay 6, 2026Aug 26, 2026 (112 d)
Roger Hulett McglynnMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 5, 2026May 1, 2026
Marcus Malik BriscoeMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 5, 2026May 1, 2026
Michaella Grace IrvineMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 5, 2026May 1, 2026
Shane Michael DrummMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 5, 2026May 1, 2026
Cameron E IrvineMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 5, 2026May 1, 2026
Isabel C. RumbergJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 5, 2026May 11, 2026
Kyle J DrummMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 5, 2026May 1, 2026
Hunter W EmburyMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 5, 2026May 1, 2026
Jamison G EmburyMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 5, 2026May 1, 2026
Alan SorokinMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 5, 2026May 1, 2026
Deandre Lamonte CammarataMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 5, 2026May 20, 2026
Samantha B LynchMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 5, 2026May 1, 2026
Mandana HohnMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 4, 2026May 1, 2026
Gentry Parks MooreCommonwealth Financial Network national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseMay 4, 2026May 1, 2026
Phillip Scott HohnMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 4, 2026May 1, 2026
Julia L DinotaMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 4, 2026May 1, 2026
Henry SaleebyMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 4, 2026May 1, 2026
Christina M LivaccariMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 4, 2026May 1, 2026
Aidan M KellyMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 4, 2026May 1, 2026
Paul SantaviccaMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 4, 2026May 1, 2026
Rudolph Stanley MastalerzJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 3, 2026Jul 22, 2026 (80 d)
Svetlana DumaisJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 3, 2026May 21, 2026
Justin David RushingCharles Schwab & Co., Inc. national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseMay 1, 2026Jun 9, 2026 (39 d)
Gabriel IglesiasMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMay 1, 2026Apr 30, 2026
Annie Yu ZhangUBS Financial Services Inc. wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseApr 30, 2026May 29, 2026
Michael Tobin BillRaymond James & Associates, Inc. national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseApr 29, 2026Apr 27, 2026
Laura ScruggsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseApr 29, 2026May 13, 2026
Maxim StupakJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseApr 28, 2026May 7, 2026
Steven William HainesPnc Wealth Management BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseApr 27, 2026Apr 23, 2026
Giuseppe GigliottiAmeriprise Financial Services, LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseApr 24, 2026Apr 20, 2026
James W WettonPnc Wealth Management BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseApr 24, 2026Apr 21, 2026
Kasie CravenFirst Citizens Investor Services, Inc. BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseApr 24, 2026Aug 10, 2026 (108 d)
De'Baron DavisLPL Financial LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseApr 23, 2026Apr 28, 2026
Amanda Rae ShivesMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseApr 23, 2026May 20, 2026
Cody AthertonStrategic Advisers LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseApr 23, 2026May 6, 2026
Sean Patrick ClarkFifth Third Securities, Inc. BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseApr 23, 2026May 26, 2026 (33 d)
Richard Andrew RoeserRaymond James & Associates, Inc. national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseApr 22, 2026Apr 27, 2026
Chloe Lauha OttMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseApr 22, 2026Apr 16, 2026
Kevin Vincent WorldLPL Financial LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseApr 22, 2026May 6, 2026
Katherine Joseny Hernandez MontesfloresJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseApr 22, 2026Apr 30, 2026
George Luis ChavezMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseApr 21, 2026May 20, 2026
Scott A MoenigMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseApr 21, 2026Apr 22, 2026
Steven HarrisonLPL Enterprise, LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseApr 21, 2026Apr 21, 2026
Jasmine Shontelle MuhammadJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseApr 21, 2026May 26, 2026 (35 d)
David William CusterMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseApr 21, 2026Aug 14, 2026 (115 d)
Tina MehtaJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseApr 20, 2026Apr 28, 2026
Dakota BradshawStrategic Advisers LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseApr 20, 2026Apr 22, 2026
Darius J BrownT. Rowe Price Advisory Services, Inc. BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseApr 20, 2026Apr 17, 2026
Michael Leo JordanEdward Jones national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseApr 20, 2026Apr 29, 2026
Jeffrey Thomas LasaterCharles Schwab & Co., Inc. national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseApr 18, 2026May 29, 2026 (41 d)
Dean F. BowenJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseApr 17, 2026Apr 13, 2026
Nathan Andrew ZeichnerCharles Schwab & Co., Inc. national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseApr 17, 2026Jul 17, 2026 (91 d)
Benjamin Scott HearnsbergerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseApr 15, 2026Apr 14, 2026
Tyler RecknorAmeriprise Financial Services, LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseApr 15, 2026Mar 31, 2026
Trevor T SaholLPL Enterprise, LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseApr 15, 2026May 28, 2026 (43 d)
Benjamin KirklandLPL Enterprise, LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseApr 15, 2026Apr 9, 2026
Page 5 of 230PreviousNext
13,760 moves match.