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 701–725 of 2019. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Harrison W. Welsh785715610/24/2026updated
Hayden Kerns799177910/24/2026added
Heather A. Gray752113810/23/2026updated
Heather Jennings826755610/23/2026updated
Heather M. Lynch588083310/23/2026added
Heather R. Schmidt475621510/24/2026updated
Heather R. Solley691184910/24/2026added
Hedieh Gharib702797510/23/2026updated
Henri F. Pfaff758362710/23/2026added
Henry J. Vickers770138910/24/2026updated
Hensley A. Lightle798644810/24/2026added
Hillary L. Srilamsingha814119110/23/2026updated
Hillary M. Stalker676791810/23/2026updated
Hind Azzaoui762942110/23/2026added
Holden P. Varvel730909010/23/2026added
Holly A. Linville648746810/23/2026added
Honglin Wu736814610/24/2026added
Hudson J. Bull790429710/23/2026added
Hugo A. M. Venero754641910/23/2026updated
Huma Mohiuddin471587310/24/2026updated
Humberto Mendivil729020510/23/2026updated
Hunter M. Edwards715757510/24/2026updated
Ian C. McCready-Flora824957810/23/2026updated
Ian J. Stern479978010/24/2026added
Ian J. Stern479978010/24/2026added

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