ADVISER MOVES

Eugene Cho’s Wells Fargo record lists 2 branches; 1,485 affiliation changes

A registration observation dated November 3, 2026, lists Eugene Cho with Wells Fargo Clearing Services, LLC at two branches. The complete cohort contains 1,485 affiliation changes, not verified job moves.

By Maya Chen··1 min read

Eugene Cho’s registration observation dated November 3, 2026, lists him with Wells Fargo Clearing Services, LLC at two branches, in Red Bank and Marlton, New Jersey. The prior registration record listed an additional Red Bank branch. These affiliation records do not confirm a job move or employment change.

The complete cohort for November 3, 2026, contains 1,485 affiliation changes: 325 added, 1,029 updated and 131 removed affiliation records. These categories count affiliation records, not verified hires, departures or changes in registration status.

Other registration observations dated November 3 list Andrew M. Clausen with PFS Investments Inc. and Richard Lopez with Farmers Asset Management, LLC. In a removal example, the dated observation for Sean R. Menzies no longer lists an affiliation with Good Life Advisors, LLC; that does not establish a departure or his current employment status.

Adviser affiliation records

The appendix lists all 1,485 affiliation records on 11/03/2026. These entries describe affiliation records; they do not establish hiring or departure dates, and an adviser may appear more than once.

Showing rows 601–625 of 1485. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
James Houston286758911/03/2026updated
James J. Perhacs428568511/03/2026updated
James M. Beale415483311/03/2026updated
James M. Liosi829131911/03/2026updated
James R. Hunt517398511/03/2026updated
James R. Moulton512146611/03/2026updated
James S. Kantowski441745211/03/2026updated
James Y. Brown664248211/03/2026removed
Jami J. Wolsiefer711039911/03/2026updated
Jamie A. Hayes447505611/03/2026added
Janet E. Carpenter306722811/03/2026updated
Janice Milara785973911/03/2026updated
Janine Hartman308329811/03/2026updated
Jared M. Blue830215311/03/2026added
Jason Batista462868211/03/2026updated
Jason C. Legg547063211/03/2026updated
Jason C. Snyder687816611/03/2026updated
Jason D. Mims596723111/03/2026updated
Jason E. West545847111/03/2026updated
Jason H. Johnson545414311/03/2026updated
Jason L. Babb303891911/03/2026updated
Jason M. Abramowitz716165611/03/2026updated
Jason M. Grover542216011/03/2026added
Jason S. Larner255414511/03/2026updated
Jason T. Lichtenstein448523011/03/2026updated

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