ADVISER MOVES

Nathan Gold’s Wells Fargo record adds a branch listing; 2,019 affiliation changes

From Oct. 23 to 25, 2026, the roster recorded 2,019 affiliation changes across registration records.

By Maya Chen··1 min read

Nathan L. Gold’s Wells Fargo Clearing Services, LLC registration observation on Oct. 23, 2026, included an additional branch listing at the same New York address, with the floor noted differently. This is an affiliation-record detail, not evidence of a job move; registry entries do not establish hiring or departure.

The complete period roster counted 2,019 affiliation changes from Oct. 23 through 25, 2026. The categories were 719 Added, 1,228 Updated and 72 Removed affiliation records; those labels count records, not registration-status changes or verified employment moves.

Other entries illustrate the range of record details. On Oct. 24, Timothy J. Lumsden had an affiliation added with Strategic Advisers LLC, while the registration observation for Karl K. Hakansson no longer listed his Hightower Advisors, LLC affiliation. The removed affiliation does not establish a departure or current employment status.

Adviser affiliation records

The appendix lists all 2,019 affiliation records from 10/23/2026 through 10/25/2026. These entries describe affiliation records; they do not establish hiring or departure dates, and an adviser may appear more than once.

Showing rows 251–275 of 2019. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Brian T. Sullivan276657110/23/2026added
Brian W. Tatum836196210/23/2026added
Brian W. Tatum836196210/24/2026updated
Brianna Freeman748338110/24/2026updated
Britney Cline736148110/24/2026added
Brittany M. Woo593859410/24/2026updated
Britton Beachy735912010/24/2026updated
Brock Adams648854010/24/2026added
Brock R. Hively308139310/24/2026updated
Brock R. Hively308139310/23/2026updated
Brooke D. Duncan775343710/24/2026updated
Brooke Pilant648795710/23/2026added
Brooksher L. Morgan601375610/23/2026added
Brooksher L. Morgan601375610/23/2026removed
Bruce C. Clayton235895010/23/2026updated
Bruce W. Theuerkauf465005710/23/2026updated
Bruno F. Amoroso761877810/24/2026added
Bryan A. M. Flores831996510/23/2026updated
Bryan Baker680157410/23/2026updated
Bryan J. Britchkow288792110/23/2026updated
Bryan Marinelli774683310/24/2026updated
Bryan Tierney832584610/23/2026added
Bryanne Dare823738610/24/2026added
Bryce K. Eyre736517410/23/2026updated
Bryce Livingston823373510/24/2026added

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