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https://www.barrons.com/advisor/articles/former-wells-fargo-advisors-sue-over-cross-selling-d7937bf7

Former Wells Fargo Advisors Sue the Company Over Cross-Selling

By
Kenneth Corbin
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Two former Wells Fargo advisors are suing the firm for breach of contract, unfair business practices, and retaliation after they say they resisted pressure from their supervisors to secretly transfer sensitive client information from the advisor and brokerage side of the company to the private bank.

The advisors, Karen Keusayan and Richard Green, are also alleging that Wells Fargo improperly withheld deferred compensation after they resigned in 2021 and joined Morgan Stanley, where they are still registered.

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