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 1076–1100 of 2019. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Katelyn E. Parrella826427910/24/2026updated
Katherine A. Shands648773510/23/2026added
Katherine A. Wohlt573904810/23/2026updated
Katherine C. Buccieri833513110/24/2026added
Katherine R. Treffinger648743210/23/2026added
Kathleen L. Hurley599508710/23/2026updated
Kathryn Cullen-Huebschen293760210/24/2026added
Kathryn I. Frevola495779210/23/2026updated
Kathryn R. Jensen803748510/24/2026updated
Kathryn R. Kaster439697610/23/2026updated
Kathy Armbruster645298510/24/2026added
Kayla M. Brady791580510/25/2026added
Kayla M. Nitti793391810/24/2026updated
Kaylin T. Hukill814788110/23/2026updated
Kehinde A. Soyannwo592284610/24/2026updated
Keino Robinson800975410/23/2026updated
Keith N. Tufte117055910/24/2026updated
Keith S. Stecker313413210/24/2026added
Keith W. Scheer503807210/23/2026added
Kellen M. Finan834960910/23/2026added
Kellen R. MacDonald621064810/23/2026updated
Kelly A. Angell611546010/23/2026updated
Kelsey S. Nash830976910/23/2026added
Kendall A. Horlacher754777710/24/2026updated
Kenneth A. Link626796310/24/2026updated

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