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
Elizabeth A WeikesJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMar 19, 2026Feb 19, 2026
Kevin EisenbergJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMar 19, 2026Feb 19, 2026
Luke John HouckMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMar 19, 2026Mar 23, 2026
Eric TillerStrategic Advisers LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseMar 19, 2026Apr 13, 2026
Carlos Luis Cirkovic Von HubbenetMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMar 19, 2026Mar 20, 2026
Daniel Jay DeckmanBlackrock Financial Management, Inc otherWells Fargo Advisors wirehouseOtherMar 18, 2026Mar 4, 2026
Donald Anthony HenryCitigroup Global Markets Inc. BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseMar 17, 2026Mar 16, 2026
Cathleen Ann WrightUBS Financial Services Inc. wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMar 17, 2026Mar 5, 2026
Matthew KimmelUBS Financial Services Inc. wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMar 17, 2026Mar 6, 2026
Edgar JimenezMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMar 17, 2026Mar 19, 2026
Kenneth Lee WebsterUBS Financial Services Inc. wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMar 16, 2026Mar 5, 2026
Ashraf Farag HassanNorthland Asset Management independent RIAWells Fargo Advisors wirehouseRIA to wirehouseMar 16, 2026Jul 2, 2026 (108 d)
Can CakirThrivent Investment Management Inc. BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseMar 16, 2026Apr 22, 2026 (37 d)
N Anthony MelaraMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMar 15, 2026Mar 16, 2026
Christopher Ranjo RafananLPL Financial LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseMar 13, 2026Mar 26, 2026
Taylor William MatthewsLPL Financial LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseMar 13, 2026Apr 22, 2026 (40 d)
Daniel Fox WalkerParcion Private Wealth LLC independent RIAWells Fargo Advisors wirehouseRIA to wirehouseMar 12, 2026Jul 22, 2026 (132 d)
Kunal Jay PatelMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMar 12, 2026Mar 27, 2026
Fredrick R LluberesCitigroup Global Markets Inc. BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseMar 11, 2026Feb 11, 2026
Sebastian ArdaixMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMar 11, 2026Mar 2, 2026
Andrew Christian GoetzMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMar 10, 2026Mar 9, 2026
Alfredo Eduardo Linares-CobaCetera Investment Advisers LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseMar 9, 2026Apr 17, 2026 (39 d)
Michelle Booker BennettMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMar 6, 2026Feb 19, 2026
Nattalie VillarrealJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMar 6, 2026Mar 5, 2026
Richard Warren LyonsMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMar 5, 2026Feb 26, 2026
Amy Lanette AguilarJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMar 5, 2026Mar 4, 2026
Lucas RhoyMML Investors Services, LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseMar 5, 2026May 7, 2026 (63 d)
Jeffrey Alan BrownStratos Wealth Partners, Ltd BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseMar 2, 2026May 12, 2026 (71 d)
Daniel Anthony LyonsMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMar 2, 2026Feb 26, 2026
Vincent ParrettMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMar 2, 2026Apr 10, 2026 (39 d)
Nathan Ray TownsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseMar 2, 2026Mar 2, 2026
Dione CarrollFirst Command Advisory Services BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseMar 2, 2026Feb 25, 2026
Christian KeiterCitigroup Global Markets Inc. BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseFeb 26, 2026Mar 2, 2026
Corey Legrand HardingEdward Jones national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseFeb 26, 2026Jun 9, 2026 (103 d)
Francie Lynn BrownRaymond James Financial Services Advisors, Inc BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseFeb 25, 2026Mar 6, 2026
Rem SarrisMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseFeb 25, 2026Feb 24, 2026
Maureen Therese HenryAmeriprise Financial Services, LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseFeb 24, 2026Mar 3, 2026
Leeann RiddleUBS Financial Services Inc. wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseFeb 24, 2026Feb 12, 2026
Joana Patricia WrightLPL Financial LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseFeb 24, 2026Jul 21, 2026 (147 d)
John HuddlestonStrategic Advisers LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseFeb 24, 2026Feb 18, 2026
Miles StumbUBS Financial Services Inc. wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseFeb 24, 2026Feb 12, 2026
Jason Lee SchrimsherUBS Financial Services Inc. wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseFeb 23, 2026Feb 12, 2026
Jay William DesautelsUBS Financial Services Inc. wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseFeb 23, 2026Feb 10, 2026
Mary E HarrisWells Fargo Investment Institute, Inc. independent RIAWells Fargo Advisors wirehouseRIA to wirehouseFeb 23, 2026Mar 11, 2026
David Andrew MannUBS Financial Services Inc. wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseFeb 23, 2026Feb 12, 2026
Matthew NoblesMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseFeb 23, 2026Sep 1, 2026 (190 d)
Alisa Mindy HarrisOppenheimer & Co. Inc. BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseFeb 20, 2026May 20, 2026 (89 d)
Anthony Robert VitaglianoUBS Financial Services Inc. wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseFeb 20, 2026Feb 10, 2026
Kimberly Ryan NassarUBS Financial Services Inc. wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseFeb 20, 2026Feb 10, 2026
John Jay MarvinUBS Financial Services Inc. wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseFeb 19, 2026Feb 11, 2026
Jerry Dominic TrumanRBC Capital Markets, LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseFeb 19, 2026Feb 11, 2026
Keith Matthew KordichAmeriprise Financial Services, LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseFeb 19, 2026Feb 19, 2026
Barry Mitchell DershawAmeriprise Financial Services, LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseFeb 19, 2026Feb 18, 2026
Steven Peter GananRBC Capital Markets, LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseFeb 19, 2026Feb 11, 2026
Lauren Eva BergenUBS Financial Services Inc. wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseFeb 19, 2026Feb 11, 2026
Meredith RichardsonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseFeb 19, 2026Mar 5, 2026
Alexandra E WallsMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseFeb 19, 2026Feb 18, 2026
Jesse LindauerJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseFeb 18, 2026Mar 19, 2026
Michael Paul CovellMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseFeb 18, 2026Feb 17, 2026
Chad Alton SmithEdward Jones national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseFeb 18, 2026Feb 18, 2026
Page 7 of 230PreviousNext
13,765 moves match.