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 1501–1525 of 2019. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Olivia Scott832978210/24/2026updated
Olivia Scott832978210/23/2026added
Olivia Szweda834560410/24/2026added
Olusegun Ayeni639663110/23/2026updated
Omar K. Aburadi784229910/23/2026added
Omar K. Aburadi784229910/24/2026updated
Orfeo D. Mizio788493510/24/2026removed
Orfeo D. Mizio788493510/24/2026added
Orin A. Day825924210/24/2026updated
Orlando Vasquez541438610/23/2026updated
Oscar J. Catanese832010010/23/2026updated
Oscar Lesniak809584410/24/2026added
Otto I. Ballesteros676520610/23/2026updated
Owen D. Atkison770764510/23/2026removed
Owen H. Watstein230529410/23/2026updated
Owen Malcolm799179310/24/2026added
Pamela A. Gold313403410/24/2026added
Pamela S. Wise464038910/23/2026updated
Paras A. Fancy552628710/24/2026updated
Patricia A. Barrett174777210/24/2026added
Patricia A. Frederiksen648849210/24/2026added
Patricia L. Smith244425110/24/2026updated
Patrick A. Payton677145810/23/2026updated
Patrick D. Manuel519870710/23/2026updated
Patrick J. Phillips591445210/24/2026updated

Download data (CSV)

Sources