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 551–575 of 2019. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Eileen Keenan249617610/23/2026updated
Eileen L. Loustau265847410/23/2026removed
Elainia S. Holloman678507610/23/2026added
Eleni A. G. Patel648740710/23/2026added
Eleni M. Passias313378010/24/2026added
Elfrida Dauti735154310/24/2026updated
Eli U. Ingram792041710/23/2026updated
Eliana S. Degen738335310/23/2026updated
Elias G. Ruiz772253010/23/2026updated
Elijah J. Zeh786728210/23/2026added
Elio Kollcinaku678120910/24/2026updated
Eliot Truesdell819236510/24/2026updated
Elisabeth L. Ervin134683310/24/2026updated
Elizabeth A. Trimble689804210/24/2026added
Elizabeth D. Allen796262810/24/2026added
Elizabeth J. Wheeler834615510/23/2026added
Elizabeth Mott750976610/23/2026updated
Elizabeth S. McCoy527515810/23/2026updated
Elizabeth S. S. Miller707724310/23/2026updated
Elliot Weissmark304255010/23/2026removed
Elliot Weissmark304255010/23/2026updated
Emiliano O. Saenz831373810/24/2026added
Emillian Udekigbo648882210/24/2026added
Emily A. Claussen681641110/24/2026added
Emily K. Mills688859510/23/2026added

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