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 1326–1350 of 2019. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Matthew R. Dorweiler514861810/23/2026updated
Matthew R. Rincon831351610/23/2026added
Matthew R. Simpson705127010/23/2026updated
Matthew R. Tucker606361110/24/2026updated
Matthew S. Eckman536079610/23/2026updated
Matthew S. Grohocki733349010/23/2026added
Matthew S. Kersey261834810/24/2026updated
Matthew S. Parkin520271410/24/2026updated
Matthew T. Dorris823266810/23/2026updated
Matthew T. Giugliano492451310/23/2026updated
Matthew T. Poole752054910/24/2026added
Maura Grant683617210/23/2026updated
Mauricio Espinoza602108410/23/2026updated
Max E. Modeste783600510/24/2026updated
Max Moriarty830411810/25/2026added
Maximilian Ortiz537412310/23/2026updated
Maxwell J. Martinello810863110/24/2026added
Maxwell Weber759147110/24/2026added
Maya J. Madden832006210/24/2026added
McKenna Motley779117110/23/2026updated
McKensie R. Badal648537910/24/2026updated
Meagan A. Hanley706409110/24/2026added
Megan A. Reilly685459310/24/2026updated
Megan E. Rothe551166510/24/2026updated
Megan M. Christiansen627322310/23/2026removed

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