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 1826–1850 of 2019. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Tamekia Fallin828797610/24/2026updated
Tammy J. Calabrese816634910/23/2026updated
Tammy Matthews765480510/23/2026updated
Tammy N. Lee498462910/24/2026updated
Tammy S. Stephan300573810/24/2026updated
Tamra J. Skerjanec643402510/23/2026updated
Tanner Leroy777231010/23/2026updated
Tanner R. Creech808947110/24/2026updated
Tanya J. Temple775820110/23/2026updated
Tasha N. Cunningham500830710/24/2026updated
Tate D. Bassett730896710/23/2026updated
Taylor S. Anderson468214810/23/2026updated
Teale L. Long648846610/24/2026added
Tennessee B. Ervin726227710/23/2026added
Teresa E. Venesina270385910/24/2026updated
Teresa L. P. Moreno749993410/23/2026updated
Theresa M. King143559210/23/2026updated
Theresa R. Fong529109110/23/2026updated
Thomas A. Marik313427510/24/2026added
Thomas A. Marik313427510/24/2026added
Thomas A. Marik313427510/24/2026added
Thomas A. Marik313427510/24/2026added
Thomas Abildgaard648814610/23/2026added
Thomas Barger616877110/23/2026removed
Thomas Boyd146566610/23/2026removed

Download data (CSV)

Sources