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 526–550 of 2019. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Dwayne Taylor202047810/23/2026updated
Dwight H. Cates469131810/23/2026updated
Dwight Wagaman822295910/24/2026removed
Dwight Wagaman822295910/23/2026added
Dylan Cazarez778204010/24/2026updated
Dylan D. Wan759250610/24/2026updated
Dylan Kasper835426010/23/2026added
Dylan Kasper835426010/24/2026updated
Dylan M. Targgart754471410/23/2026updated
Dylan R. Peters780972110/23/2026updated
Eddie E. Favela762408010/24/2026updated
Edinson I. Gomez740993410/24/2026updated
Edmond Sukalic697259910/23/2026updated
Eduardo D. Puerto824206510/25/2026added
Edward A. Grassi740502510/24/2026updated
Edward D. Leon684400310/23/2026updated
Edward F. Walton704238210/23/2026added
Edward G. Harris70800510/24/2026updated
Edward M. Gerdts798085610/23/2026added
Edward M. Neas789037310/24/2026updated
Edward W. Yee259234010/24/2026updated
Edward Zdolshek684429010/24/2026updated
Edwin Nieto648753610/23/2026added
Efrain N. Garcia787138710/23/2026updated
Eglantina Ismolli596310910/24/2026updated

Download data (CSV)

Sources