Financial advisor
Don Cobb
Now at &Partners · Brookside Wealth Advisors · Indianapolis, IN
Registered as DON COBB
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Brookside Wealth Advisors | Wells Fargo FiNet | &Partners | Lateral | June 17, 2026 | $550M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| &PARTNERS | Investment adviser | June 16, 2026 | Current |
| &PARTNERS | Broker-dealer | June 16, 2026 | Current |
| WELLS FARGO ADVISORS | Investment adviser | August 21, 2020 | June 22, 2026 |
| WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC | Broker-dealer | August 21, 2020 | June 22, 2026 |
| WELLS FARGO CLEARING SERVICES, LLC | Investment adviser | July 1, 2003 | August 21, 2020 |
| WELLS FARGO CLEARING SERVICES, LLC | Broker-dealer | July 1, 2003 | August 21, 2020 |
| PRUDENTIAL SECURITIES INCORPORATED | Investment adviser | December 10, 1998 | July 1, 2003 |
| PRUDENTIAL SECURITIES INCORPORATED | Broker-dealer | June 25, 1997 | July 1, 2003 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.