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
Madeline Rae FaussLPL Enterprise, LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseFeb 18, 2026Feb 19, 2026
Roberto Emanuel Cortes-GarciaSofi Wealth LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseFeb 18, 2026Apr 17, 2026 (58 d)
Parker HendrixsonJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseFeb 17, 2026Feb 4, 2026
Robert Eldred HillMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseFeb 16, 2026Feb 13, 2026
Sydney A HillMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseFeb 16, 2026Feb 13, 2026
Urja S ShahCitizens Securities, Inc. BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseFeb 13, 2026Feb 11, 2026
Ryan Joseph BoydLincoln Investment independent RIAWells Fargo Advisors wirehouseRIA to wirehouseFeb 13, 2026Aug 21, 2026 (189 d)
Aidan KnoxLPL Financial LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseFeb 12, 2026Feb 25, 2026
Gregory Malachi FullerJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseFeb 10, 2026Feb 20, 2026
Nathan RandallEquitable Advisors, LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseFeb 10, 2026May 7, 2026 (86 d)
Melek Akgul-LeeVanguard Advisers, Inc. BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseFeb 6, 2026Feb 2, 2026
William HamermanWealth Enhancement Advisory Services, LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseFeb 6, 2026Feb 23, 2026
Daniel SuhRaymond James & Associates, Inc. national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseFeb 5, 2026Feb 4, 2026
Charles ShockleeCetera Investment Advisers LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseFeb 5, 2026Jul 10, 2026 (155 d)
Adam Paul DoroskyRaymond James Financial Services Advisors, Inc BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseFeb 4, 2026Apr 15, 2026 (70 d)
John Fulton JrNeuberger Berman Bd LLC no RAUMWells Fargo Advisors wirehouseOtherFeb 4, 2026Feb 19, 2026
Gary Joseph SurianMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseFeb 4, 2026Jan 20, 2026
John Christopher StrohmanPark Avenue Securities LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseFeb 3, 2026Jan 30, 2026
Calvin ShiuMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseFeb 3, 2026Feb 2, 2026
Spencer Glen GillandNavy Federal Investment Services, LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseFeb 2, 2026Feb 2, 2026
Charles M HarveyAmeriprise Financial Services, LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJan 30, 2026Jan 29, 2026
Benjamin Hunter DreadenMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJan 30, 2026May 8, 2026 (98 d)
Robert NodarLPL Financial LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJan 29, 2026Feb 10, 2026
Sean GermanLord, Abbett & Co. LLC asset managerWells Fargo Advisors wirehouseOtherJan 29, 2026Jan 30, 2026
Alexander BaranWells Fargo Investment Institute, Inc. independent RIAWells Fargo Advisors wirehouseRIA to wirehouseJan 29, 2026Jun 12, 2026 (134 d)
Ranajay GhoshEagle Strategies LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJan 29, 2026Jan 16, 2026
Tabitha Noel Balthasar-BaguioCharles Schwab & Co., Inc. national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJan 28, 2026Sep 10, 2026 (225 d)
John KennellyJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJan 27, 2026Feb 13, 2026
Erik Hanson BergMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJan 27, 2026Jan 9, 2026
Joseph Michael GuccioneUBS Financial Services Inc. wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJan 27, 2026Jan 20, 2026
Jaime Luis DiazJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJan 27, 2026May 18, 2026 (111 d)
Patrick Edward NewmanAssetmark, Inc. BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJan 27, 2026Feb 19, 2026
Donovan Michael HenkelEquitable Advisors, LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJan 27, 2026Feb 27, 2026 (31 d)
Kyle MazeiEquitable Advisors, LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJan 27, 2026Feb 20, 2026
Coleman Harris RudolphMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJan 26, 2026Jan 12, 2026
William P. AllenJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJan 25, 2026Jan 27, 2026
Barry RappaportAmeriprise Financial Services, LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJan 23, 2026Jan 20, 2026
Jill Elizabeth SpiegelbergMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJan 23, 2026Jan 15, 2026
Andrew William ShawEdward Jones national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJan 23, 2026Jan 23, 2026
Majdi Fayad KhatibEdward Jones national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJan 23, 2026Jan 23, 2026
Abdul FeroghCitigroup Global Markets Inc. BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJan 22, 2026Jan 15, 2026
Reynaldo VillanuevaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJan 22, 2026Mar 19, 2026 (56 d)
Sammy Naief KhalilFalcon Wealth Planning, Inc. independent RIAWells Fargo Advisors wirehouseRIA to wirehouseJan 22, 2026Jan 28, 2026
Nicholas GorhamPrincipal Advised Services BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJan 21, 2026Mar 27, 2026 (65 d)
Faith SaragossiMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJan 21, 2026Jan 20, 2026
Gatlin Steven BrunerAmeriprise Financial Services, LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJan 21, 2026Feb 3, 2026
Mark F RosenlofJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJan 21, 2026Feb 10, 2026
Daniel T GreggMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJan 21, 2026Apr 14, 2026 (83 d)
Prentice Eugene ParrMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJan 20, 2026Jul 14, 2026 (175 d)
Robert Adam WilliamsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJan 20, 2026Jan 16, 2026
Adam MuzzilloJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJan 18, 2026Jan 16, 2026
Robintz T JeanJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJan 18, 2026Jan 16, 2026
Dan J AldrichSchwab Wealth Advisory, Inc. no RAUMWells Fargo Advisors wirehouseOtherJan 18, 2026Mar 19, 2026 (60 d)
Samuel Lawson FariaCharles Schwab & Co., Inc. national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJan 17, 2026Jan 5, 2026
Mark Francis HalesMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJan 16, 2026Jan 14, 2026
Timothy Pham TarabaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJan 16, 2026Jan 14, 2026
Louis Aaron BerlinMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJan 16, 2026Jan 14, 2026
Edwin Christopher AscencioLPL Financial LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJan 16, 2026Jan 29, 2026
Josh BrackettJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJan 16, 2026Jan 23, 2026
Simon D YoungMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJan 15, 2026Jan 9, 2026
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13,765 moves match.