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 1801–1825 of 2019. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Steven Balch572019410/24/2026added
Steven C. Conners193972710/24/2026added
Steven Davis604313810/24/2026updated
Steven Donahue720795310/24/2026updated
Steven E. Erickson440079110/23/2026updated
Steven E. Morgan461506410/24/2026updated
Steven M. Erenfryd273436010/23/2026updated
Steven Purdy274006110/24/2026updated
Steven R. Petrovich648754310/23/2026added
Steven Sprague834218310/23/2026added
Steven T. Cassens530665110/23/2026added
Steven T. Stakley228827010/23/2026updated
Su C. Foo782092110/24/2026updated
Suayip Teymur831960410/24/2026added
Sung Y. Liu529572110/24/2026updated
Susan D. Marshall570441410/23/2026added
Susan D. Marshall570441410/24/2026updated
Susan M. Moore625418410/23/2026updated
Susanna Segrave819664310/23/2026added
Syed A. Ali523353410/24/2026added
Syed M. Ali811362710/23/2026updated
Szufan Su793007210/24/2026added
Tahirah Hamilton552732510/24/2026updated
Tait J. W. Kelly721761310/24/2026added
Tamara R. Hall807865510/24/2026added

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