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 1651–1675 of 2019. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Romina G. Z. Amezcua831713010/25/2026added
Ronald Jackson782488110/23/2026added
Ross A. Brown499345910/23/2026updated
Rothschild G. Dort807838510/24/2026updated
Roy Walsh817819610/23/2026updated
Rudy E. Keller833894010/23/2026added
Russell B. Adelmann220206510/24/2026updated
Russell W. Price457092510/24/2026added
Ryan A. Howarth603370310/24/2026updated
Ryan A. O'Neill513963110/24/2026updated
Ryan B. Barnett576947510/23/2026updated
Ryan C. Angott811597110/24/2026updated
Ryan C. Trinchet828284510/24/2026added
Ryan D. Koopmans746139410/24/2026updated
Ryan Duffy799212610/23/2026added
Ryan J. Cator809247210/24/2026added
Ryan J. Hagedorn721334410/24/2026updated
Ryan J. Hagedorn721334410/23/2026updated
Ryan J. O'Rourke756132210/24/2026updated
Ryan Kennedy807830410/24/2026updated
Ryan Luczynski480023010/24/2026updated
Ryan M. Keegan708282910/24/2026updated
Ryan P. Burk271520610/24/2026added
Ryan P. Dolan781761210/24/2026updated
Ryan P. Goodrich570167610/24/2026updated

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