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 601–625 of 2019. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Ethan R. Barry790657910/23/2026updated
Ethan T. Stagg830543710/24/2026updated
Eugene Richardson242719110/23/2026updated
Eun H. Cho648874510/24/2026added
Evelyn M. Huey267312310/24/2026updated
Everett T. Collins205681210/23/2026added
Fabrice Choute708636710/24/2026updated
Faizan Arby681579510/24/2026updated
Felicity D. Pisa629788310/24/2026updated
Felipe M. Nicolaou771730610/23/2026added
Fischer S. Henderson713829410/24/2026updated
Florence Harrison594651310/23/2026added
Fonda E. Markley551375210/24/2026updated
Forest G. Holder826627010/23/2026added
Forrest R. Green485650810/24/2026added
Francesco C. Zappoli581906110/23/2026updated
Francis V. Vitellaro313439410/25/2026added
Francis X. Addonizio302918410/23/2026updated
Francisco A. Gonzales833976710/24/2026updated
Francisco P. Sorge648873810/24/2026added
Frank A. Schursky520956010/23/2026updated
Frank Manzo691584510/23/2026added
Frank S. Wieczorek737400810/23/2026updated
Frank Torrone589041010/24/2026updated
Fred G. Swank648723010/23/2026added

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