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 276–300 of 2019. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Bryn Heath606624310/23/2026updated
Bryndon L. Bush713581610/24/2026added
Bryson W. Urie605730910/23/2026updated
Burton B. Brown518042110/23/2026updated
Byron Blaine281624910/23/2026updated
Byron Tyler648906410/25/2026added
C E. Small125250910/24/2026updated
Caden A. Perkins816485710/23/2026added
Caden B. Emerson834237610/23/2026added
Cain Besse832104710/24/2026added
Caitlin E. Hess824095010/23/2026added
Caitlin Schauer797856910/23/2026added
Cal Stearns834920710/24/2026added
Caleb A. Alexander804586910/23/2026added
Calib Donnell637045510/24/2026updated
Callie M. Just648811410/23/2026added
Callie M. Just648811410/23/2026added
Calvin J. Lougassy781995610/23/2026updated
Camden Sargent648893210/24/2026added
Cameron Baker829345910/24/2026added
Cameron Bowling826061410/24/2026updated
Cameron Bowling826061410/23/2026added
Cameron M. Reeves437734810/24/2026updated
Cameron T. Sheets826601710/24/2026added
Cameron Wrennall567217810/23/2026added

Download data (CSV)

Sources