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 Michael BerzonMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseSep 11, 2026Sep 11, 2026
Dabney BaumAmeriprise Financial Services, LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseSep 11, 2026Sep 9, 2026
Richard Allan BaumAmeriprise Financial Services, LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseSep 10, 2026Sep 11, 2026
Stacey Zeluff-BisherEdward Jones national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseSep 10, 2026Sep 8, 2026
Kaitlin McmullanEdward Jones national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseSep 10, 2026Sep 8, 2026
James M. EusticeJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseSep 9, 2026Sep 8, 2026
Andrew McconnellJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseSep 9, 2026Sep 8, 2026
Ronald Lawrence WoodsCitizens Securities, Inc. BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseSep 8, 2026Sep 4, 2026
Albert YousoufianCharles Schwab & Co., Inc. national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseSep 5, 2026Aug 25, 2026
Darron Lamont CarpenterCitizens Securities, Inc. BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseSep 3, 2026Sep 2, 2026
Christian Edward TullyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseSep 3, 2026Sep 2, 2026
Steven Richard CottillionMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseSep 3, 2026Sep 2, 2026
Ted HamstraWilliam Blair & Company L.L.C. BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseSep 2, 2026Aug 19, 2026
Regina Mckelvey SpehlAmeriprise Financial Services, LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseSep 2, 2026Sep 11, 2026
Jeffrey Chad MuriLPL Financial LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseSep 2, 2026Aug 11, 2026
Ryan BomberryMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseSep 2, 2026Sep 1, 2026
James CruiseJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseSep 2, 2026Sep 1, 2026
Kendal WallsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseSep 1, 2026Sep 2, 2026
Jac B StulbergAmeriprise Financial Services, LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseAug 31, 2026Aug 24, 2026
Elisa Selene GomezMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseAug 31, 2026Sep 15, 2026
Ruben G TorresJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseAug 28, 2026Aug 27, 2026
Ryan A SalinasJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseAug 28, 2026Aug 27, 2026
Ladan BoloorianAmeriprise Financial Services, LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseAug 27, 2026Aug 25, 2026
Boman Wayne RichardsonCredit Union Investment Services state registeredWells Fargo Advisors wirehouseOtherAug 26, 2026Sep 8, 2026
Dakota Storm PadillaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseAug 26, 2026Aug 25, 2026
Kyle AshcraftEdward Jones national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseAug 26, 2026Aug 25, 2026
Vidal VelezEdward Jones national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseAug 25, 2026Aug 24, 2026
Jason T DegolyerCetera Investment Advisers LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseAug 24, 2026Aug 24, 2026
Frank Joseph GaetanoMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseAug 24, 2026Aug 20, 2026
Gabriel LukasMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseAug 24, 2026Aug 21, 2026
Christy BerglundMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseAug 21, 2026Aug 19, 2026
Christy Sue HennesseyFra Wealth Management LLC independent RIAWells Fargo Advisors wirehouseRIA to wirehouseAug 19, 2026Sep 16, 2026
Brian A TrechokStrategic Advisers LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseAug 18, 2026Aug 10, 2026
Nicholas Noel MannaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseAug 17, 2026Sep 16, 2026
Jessica Lyn DuncanJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseAug 16, 2026Sep 3, 2026
Tim John BeithonEdward Jones national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseAug 14, 2026Aug 13, 2026
Sukhpreet Singh SanghaJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseAug 13, 2026Aug 17, 2026
Jack J WangPnc Wealth Management BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseAug 11, 2026Aug 18, 2026
Johnathan Luke PetersonCitigroup Global Markets Inc. BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseAug 11, 2026Aug 12, 2026
Russell WertEdward Jones national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseAug 11, 2026Aug 6, 2026
Christopher DickensPnc Wealth Management BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseAug 10, 2026Aug 13, 2026
Miguel G CarvalloMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseAug 10, 2026Aug 10, 2026
Esteban AmayaJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseAug 7, 2026Aug 6, 2026
Kelly Davies ChimeraMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseAug 6, 2026Aug 6, 2026
Felix Adrian ErbringMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseAug 6, 2026Aug 5, 2026
Traci Kay CerdaCharles Schwab & Co., Inc. national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseAug 6, 2026Aug 31, 2026
Gregory Blake RichardsLPL Financial LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseAug 5, 2026Jul 23, 2026
Asgher AliJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseAug 5, 2026Jul 6, 2026
Sidney Chase JonesLPL Financial LLC BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseAug 5, 2026Aug 5, 2026
Zacharia BadawiStrategic Advisers LLC national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseAug 4, 2026Aug 28, 2026
Jorge M DelgadoMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseAug 4, 2026Aug 3, 2026
Hang NguyenJ.P. Morgan Securities LLC wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseAug 4, 2026Sep 9, 2026 (36 d)
Levi SolmoseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseAug 3, 2026Aug 12, 2026
Robert F KillingerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJul 31, 2026Jul 30, 2026
Nathan James MatthewsUBS Financial Services Inc. wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJul 30, 2026Jul 22, 2026
Pamala PriceMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJul 29, 2026Jul 2, 2026
Eddie RamirezStifel, Nicolaus & Company, Incorporated national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJul 29, 2026Jul 29, 2026
Ozlem ZorMorgan Stanley wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJul 28, 2026Aug 27, 2026
Wilson FungCitigroup Global Markets Inc. BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJul 28, 2026Jul 29, 2026
Bryan James StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWells Fargo Advisors wirehouseWirehouse to wirehouseJul 28, 2026Jul 27, 2026
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13,746 moves match.