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 876–900 of 2019. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Jerome C. Deren501920310/24/2026updated
Jerry J. V. Ausdle617205910/23/2026removed
Jerry Yee722603410/24/2026updated
Jesse L. Perry639515410/23/2026removed
Jesse L. Veenstra778924110/24/2026added
Jessica K. Chan648861910/24/2026added
Jessica Lipinski737057510/24/2026updated
Jessica Silverman578681110/23/2026added
Jessica Southard724266610/24/2026updated
Jessica Yates648898110/25/2026added
Jesus A. Gonzalez754537110/24/2026updated
Jesus Garcia545674410/24/2026updated
Jesus R. F. Daccarett835055610/23/2026added
Jesus Urieta794816410/24/2026updated
Jhett A. Urie648791910/23/2026added
Jie Bo801495710/24/2026updated
Jilian Glynn797494810/24/2026updated
Joan G. Ripoli458516610/24/2026updated
Joan H. Masuda-Cox313433810/25/2026added
JoAnna Cohen823536910/24/2026added
Jodi G. Krausman648873910/24/2026added
Jodon B. Montgomery801859210/24/2026updated
Jody L. Frank468993710/24/2026updated
Joel A. Poole722279610/23/2026updated
Joel A. Rovner80143910/24/2026updated

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