Wells Fargo Advisors.
subsidiary of Wells Fargo, located in St Louis, Missouri
- Reports this week
- 0
- Active events
- 0
- Connections
- 24
What's happening
Gone quiet
No new reports in 90+ days-
Advisors moved from Wells Fargo to Merrill Lynch, with teams relocating to Saratoga Springs and Dana Point.Some support2 reports
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Corporate movements involving Stifel, RBC Wealth Management, and Wells Fargo Advisors on July 20, 2026, including a staff transfer and office expansion.Some support1 report
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Staff from Wells Fargo Advisors based in Indianapolis departed their roles to join practices in Basking Ridge and Dana Point.Some support1 report1 development inside
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Jason Wyatt joined LPL Financial from Wells Fargo Advisors, having been introduced to the industry in Dallas.Speculative1 report
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Chris X. Moloney's hiring signals a bold new growth strategy, highlighting his past roles at Wells Fargo Advisors and Rocket Mortgage.Some support1 report
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Wyoming Asset Advisors, located in Cheyenne, sought more autonomy and flexibility in July 2025.Some support1 report
No events began in the chosen period. Widen it, or reset.
Around Wells Fargo Advisors this week
News at the entities that move Wells Fargo Advisors most-
Wells Fargo StructuralWells Fargo paid fines related to SEC actions concerning misconduct uncovered by whistleblower Michael Bacon.Moves Wells Fargo Advisors
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representative TransactionalLocal activists are pressuring an elected representative to abolish ICE following the proposal of a detention center in Tri-Valley.Moves Wells Fargo Advisors
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CNBC Mentioned togetherKPMG head discussed industry changes with CNBC, highlighting the status of Big Four professional services firms.Moves Wells Fargo Advisors
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NPR TransactionalNPR conducted an exhaustive study on Nick Shirley's background, while CNN sent a reporter to disprove his findings.Moves Wells Fargo Advisors
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Indianapolis TransactionalJamal Smith was appointed to direct the Indy Health District in Indianapolis.Moves Wells Fargo Advisors
Connections
The 11 strongest of 24, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Wells Fargo Structural
Wells Fargo Advisors functions as a subsidiary entity within the larger Wells Fargo corporate structure.
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Basking Ridge Operational
Talent from Wells Fargo Advisors moves to Basking Ridge practice.
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Merrill Lynch Transactional
Advisors transferred from Wells Fargo Advisors to Merrill Lynch.
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representative Transactional
A representative conducted a trade using a Wells Fargo Advisors account.
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Dana Point Mentioned together
The team that was formerly part of Wells Fargo Advisors is now operating from a location in Dana Point, California.
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Saratoga Springs Shared context
Wells Fargo Advisors established an operational base in Saratoga Springs.
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Merrill Operational
The firms are noted as competing in the market to increase revenue and improve recruiting.
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Morgan Stanley Wealth Management Operational
The firms actively compete for experienced financial talent in the wealth management sector.
Show all 11 connections
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CNBC Mentioned together
CNBC tracks and reports on financial analysis produced by Wells Fargo Advisors.
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NPR Transactional
Wells Fargo Advisors facilitates stock gifts to NPR.
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Indianapolis Transactional
A team associated with Indianapolis departed from Wells Fargo Advisors.
History
Events by the month they beganJuly 2026
2 eventsJune 2026
4 events- Staff from Wells Fargo Advisors based in Indianapolis departed their roles to join practices in Basking Ridge and Dana Point.
- Jason Wyatt joined LPL Financial from Wells Fargo Advisors, having been introduced to the industry in Dallas.
- Chris X. Moloney's hiring signals a bold new growth strategy, highlighting his past roles at Wells Fargo Advisors and Rocket Mortgage.
- Wyoming Asset Advisors, located in Cheyenne, sought more autonomy and flexibility in July 2025.