Advisor move
Mark Southwell
Raymond James → Wells Fargo Advisors
What changed
Joined Wells Fargo Advisors from Raymond James with nearly $300M in client assets, accompanied by client associate Thelma.
- Reported / discovered
- Oct 16, 2026
- Effective
- Not reported
- New role
- Advisor
- Previous role
- Not reported
- Market
- McAllen, TX
- Reported book
- $300M
- Reported team size
- Not disclosed
- Named people
- 1
Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.
Sources & evidence
InvestmentNews ↗Oct 16, 2026 · Reporting
Private Wealth Daily ↗Oct 17, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
3 observations consolidated into one event.
Oct 17, 2026Source evidence reconciled
Oct 17, 2026Source evidence reconciled