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 1201–1225 of 2019. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Lillian C. Buckley811332710/24/2026added
Linda R. Bruininga549624010/23/2026updated
Lindsay A. Guido721675010/24/2026updated
Linh M. Truong458834110/23/2026removed
Lisa J. Hamilton648902110/25/2026added
Lisa J. Vanderheyden144143910/23/2026updated
Lisandra Gil648791710/23/2026added
Lizeth D. Kishel762854610/23/2026updated
Lloyd H. Coleman676936510/24/2026updated
Logan C. Cole830723010/24/2026added
Logan E. Hilger797561610/24/2026updated
Logan E. Hilger797561610/23/2026updated
Logan McNaney834319810/24/2026updated
Logan McNaney834319810/23/2026added
Logan N. Young689557910/24/2026updated
Logan West743864510/23/2026updated
Lori A. Lennox431431010/23/2026updated
Lori L. Kaminski508850610/23/2026updated
Lori L. Kaminski508850610/24/2026updated
Lori P. Bradley677182310/24/2026added
Lorraine A. Dickman298674610/23/2026updated
Louis T. Palazzo781686110/23/2026updated
Lucas Dauch637753310/23/2026added
Lucas N. Hill638655010/24/2026updated
Lucas Sotto775628510/24/2026updated

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