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
Benjamin KirklandLPL Enterprise, LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseApr 15, 2026Apr 9, 2026
Candice Paige NeelLPL Enterprise, LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseApr 15, 2026Jun 16, 2026 (62 d)
Vanessa Karenina Fernandez SalazarMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseApr 14, 2026Apr 1, 2026
Andrew Yanway LowUBS Financial Services Inc. wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseApr 13, 2026Apr 1, 2026
Edward James GarrigalCetera Investment Advisers LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseApr 13, 2026May 12, 2026
Declan MalcarneyAmeriprise Financial Services, LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseApr 13, 2026Jun 3, 2026 (51 d)
Paul W MeyerEdward Jones national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseApr 13, 2026Apr 13, 2026
Sudhicha Bob VasavanontUBS Financial Services Inc. wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseApr 9, 2026Apr 7, 2026
Jacob Patrick FidlerStrategic Advisers LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseApr 9, 2026May 7, 2026
Brandon Lee Van NevelTransamerica Retirement Advisors, LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseApr 9, 2026Apr 16, 2026
Spencer HopsonSofi Wealth LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseApr 9, 2026Apr 8, 2026
Thomas Charles DexterLPL Financial LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseApr 8, 2026Apr 1, 2026
Dwight H CatesEdward Jones national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseApr 8, 2026Apr 7, 2026
William Jack RapineMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseApr 8, 2026Apr 21, 2026
Cole KendrickEdward Jones national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseApr 8, 2026Apr 17, 2026
Billy Tan ChuMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseApr 8, 2026Jun 22, 2026 (75 d)
Shureen LongMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseApr 7, 2026Mar 24, 2026
Candelario TopeteJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseApr 7, 2026Apr 6, 2026
Ayham BahnassiMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseApr 7, 2026Apr 20, 2026
Tyler BeckerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseApr 7, 2026Apr 6, 2026
Jordan A SullivanEdward Jones national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseApr 6, 2026Apr 2, 2026
Inga C WedderburnEquitable Advisors, LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseApr 6, 2026Apr 21, 2026
Timothy Owen MillsJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseApr 5, 2026Apr 29, 2026
Robert SchmittCharles Schwab & Co., Inc. national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseApr 5, 2026Jul 28, 2026 (114 d)
Giulia Caterina FoderaroJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseApr 5, 2026Apr 6, 2026
Dawn Williamson LucyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseApr 4, 2026Apr 2, 2026
Michael WayJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseApr 3, 2026Apr 6, 2026
Jonathan Lance HemmingsAmeriprise Financial Services, LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseApr 2, 2026Mar 30, 2026
Josue BermudezJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseApr 2, 2026Apr 1, 2026
James Roy MagnessLPL Financial LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseApr 1, 2026Mar 19, 2026
Kamran MubasharJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseApr 1, 2026Apr 17, 2026
Terri Lynn ShieldsStifel, Nicolaus & Company, Incorporated national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseApr 1, 2026Mar 24, 2026
David William WinnMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMar 31, 2026Mar 27, 2026
Charles J KretschmerFirst Light Asset Management, LLC mixed wealthWells Fargo Advisors wirehouseRIA to wirehouseMar 31, 2026Sep 15, 2026 (168 d)
Gabriela D Perdomo FernandezMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMar 31, 2026Mar 31, 2026
Bobby M PulgarinMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMar 31, 2026Mar 31, 2026
Jose P Avelar-SolisMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMar 30, 2026Mar 27, 2026
Haidy Wahid EskanderFoundations Investment Advisors LLC independent RIAWells Fargo Advisors wirehouseRIA to wirehouseMar 30, 2026Mar 24, 2026
Michael W RunyonCharles Schwab & Co., Inc. national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseMar 28, 2026Mar 16, 2026
Charles Brock DunfordStrategic Advisers LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseMar 27, 2026Apr 14, 2026
Andrew M. AlfonsoJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMar 27, 2026Mar 27, 2026
Syed A AlamLPL Financial LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseMar 27, 2026Mar 16, 2026
Eldos MaytoffMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMar 27, 2026Mar 31, 2026
Xiuyuan LiLPL Financial LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseMar 26, 2026Mar 16, 2026
Charles James ClineJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMar 25, 2026May 22, 2026 (58 d)
Gregory Harrison MeyerottJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMar 25, 2026Aug 28, 2026 (156 d)
Andrew John GilkesonFirst Command Advisory Services BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseMar 25, 2026Aug 10, 2026 (138 d)
Jonathan S. HondenStrategic Advisers LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseMar 24, 2026Apr 14, 2026
Elizabeth Kelly SchlitterU.S. Bancorp Advisors, LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseMar 23, 2026Apr 16, 2026
Edward Yen ChiangMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMar 23, 2026May 26, 2026 (64 d)
Halie N MurrayMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMar 23, 2026Mar 31, 2026
Giananthony DamascoMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMar 23, 2026Apr 7, 2026
Nathan ChenJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMar 22, 2026Apr 13, 2026
Charles Vanlear HobackLPL Financial LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseMar 21, 2026Apr 17, 2026
Judith WallaceJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMar 20, 2026Mar 19, 2026
Adam Alden CheshireCetera Investment Advisers LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseMar 20, 2026Jul 8, 2026 (110 d)
Anthony Joseph DelgadoMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMar 20, 2026Jun 29, 2026 (101 d)
Bernadette BucchereJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMar 19, 2026Feb 19, 2026
John SlatteryJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMar 19, 2026Feb 19, 2026
Joseph Michael GillanJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMar 19, 2026Feb 19, 2026
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13,765 moves match.