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 301–325 of 2019. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Canzheng Sun809349110/23/2026updated
Carl J. Zuckerberg221513010/24/2026updated
Carlon L. Cagle313423110/24/2026added
Carlton Light542976810/24/2026removed
Carly E. Stello756508510/24/2026updated
Carol Hu832199510/24/2026updated
Caroline Beglane648770210/23/2026added
Caroline E. Perry715636310/24/2026updated
Caroline Jones699307610/23/2026updated
Caroline Santiago612279310/24/2026updated
Carrie Lamb615090510/24/2026updated
Carter Norris827589410/23/2026updated
Casey A. Woodward832023210/24/2026added
Cassandra L. Sonnier827323510/23/2026updated
Catheryn L. Makela648830210/24/2026added
Celina A. Grant445546210/23/2026updated
Chad F. Simmerman832163510/24/2026added
Chad J. Minick711530610/23/2026updated
Chad K. Creevy441392910/24/2026added
Chad K. Graham628017510/24/2026updated
Chari E. Rigby686071310/23/2026updated
Charles E. Headley185942610/24/2026updated
Charles G. Herendeen278622510/23/2026updated
Charles H. Shreve202333910/24/2026updated
Charles T. Walling621274210/24/2026updated

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