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 826–850 of 2019. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Jason M. Lilli85328110/24/2026updated
Jason M. Silberman493309710/24/2026added
Jayedon Manswell823488310/24/2026added
Jayron D. Robinson648783910/23/2026added
Jean-Luc F. Nouzille220857110/23/2026updated
Jedd Goldinger517124910/23/2026updated
Jeff J. Romond433300310/23/2026updated
Jeff Olbina224373210/23/2026updated
Jeffery A. O. Birkeland289274810/24/2026updated
Jeffrey B. Atwood219402110/23/2026updated
Jeffrey B. Izsak125627810/23/2026removed
Jeffrey B. Izsak125627810/23/2026added
Jeffrey C. Simon248365210/23/2026updated
Jeffrey D. Lashway217528210/24/2026updated
Jeffrey Hawkins221174310/23/2026updated
Jeffrey L. Daniels615097010/24/2026updated
Jeffrey Luxenberg100957110/23/2026updated
Jeffrey P. Forche222306710/23/2026updated
Jeffrey P. Menne188970810/24/2026added
Jeffrey W. Fitz221162010/23/2026updated
Jeffrey Walker704896010/24/2026updated
Jeffrey Weronick233008110/23/2026updated
Jenel A. Darland549684810/23/2026updated
Jennifer A. Robinson138703310/23/2026updated
Jennifer B. Christenson835506910/23/2026added

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