Allen Frances Schreiber

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Long Beach, CA
• 11/2016 → 10/2019
  Wells Fargo Clearing Services, Llc
  Long Beach, CA
• 10/2019 → Present
  Wells Fargo Advisors Financial Network, Llc
  Long Beach, CA

Previous Registrations

• 2009-02-06 → 2019-10-17
  Wells Fargo Clearing Services, Llc
  Long Beach, CA
• 1999-07-01 → 2009-02-26
  Citigroup Global Markets Inc.
  Long Beach, CA
  Long Beach, CA

Other Businesses

TRUSTEE FOR FAMILY FRIEND'S TRUST; INV RELATED; HUNTINGTON BEACH, CA; START 9/2012; 1 HR PER MONTH. | TRUSTEE FOR FAMILY FRIEND'S TRUST; INV RELATED; HUNTINGTON BEACH, CA; START 9/25/2012; 1 HR PER MONTH. | PRESTAVA LLC; INV RELATED; HUNTINGTON BEACH, CA; 100% OWNERSHIP; START 4/1/2013; ONE HOUR DEVOTED PER MONTH; NOT DURING TRADING HOURS.| VILLA LA ESTACIA-CABO SAN LUCAS, INV RLEATED, MX, OWNER OF 1/4 DEED OR THREE MONTHS A YEAR, START 9/2015, O HOURS.| POWER OF ATTORNEY FOR MOTHER; INV RELATED; HUNTINGTON BEACH, CA; START 7/2/2018; 5 HRS/MO; 5 DURING TRADING.| TSG WEALTH MANAGEMENT LLC; INV RELATED; LONG BEACH, CA; 50% OWNERSHIP; START 10/18/2019; NUMBER OF HOURS PER MONTH 10; NUMBER OF HOURS DURING TRADING 0; OWNER.| VASTON LLC, INV RELATED, HUNTINGTON BEACH, CA, 100% OWNERSHIP, START 1/8/2020, 1 HOUR PER MONTH, ZERO DURING TRADING, FINET PRACTICE.| RENTAL PROPERTY, INV RELATED, HUNTINGTON BEACH, CA, 100% OWNERSHIP, START 1/1/2017, 0 HRS PER MONTH, 0 HRS DURING TRADING, OWNER.| RENTAL PROPERTY, INV RELATED, HUNTINGTON BEACH, CA, 100% OWNERSHIP, START 1/1/2005, 0 HRS PER MONTH, 0 HRS DURING TRADING, OWNER.| RENTAL PROPERTY, INV RELATED, HUNTINGTON BEACH, CA, 25% OWNERSHIP, START 2/12/2019, 0 HRS PER MONTH, 0 HRS DURING TRADING, CO-OWNER WITH SIBLINGS| RENTAL PROPERTY, INV RELATED, HUNTINGTON BEACH, CA, 100% OWNERSHIP, START 9/28/2020, 0 HRS PER MONTH, 0 HRS DURING TRADING, OWNER.| TRUSTEE FOR VASTON LLC DBP; INV RELATED; LONG BEACH, CA; PASS THROUGH FOR FINET; START 2020; LESS THAN 1 HR PER MONTH; 0 HRS DURING TRADING.| RENTAL PROPERTY, INV RELATED, LAGUNA HILLS, CA, 100% OWNERSHIP, START 1/20/2023, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING.| TIARA COVER LLC, NOT INV RELATED, HUNTINGTON BEACH, CA, 100% OWNERSHIP, START 4/12/2023, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, HOLDS PERSONAL USE WATERCRAFT.| TSG TAX MANAGEMENT, LLC, INVT RELATED, IRVINE, CA, 50% OWNERSHIP, START DATE 12/23/2024, 10 HRS PER MONTH, 10 HRS DURING TRADING, TAX PREP BUSINESS.| CITY OF HUNTINGTON BEACH INVESTMENT ADVISORY BOARD; NOT INV RELATED; HUNTINGTON BEACH, CA; INVESTMENT ADVISORY BOARD MEMBER; START DATE 02/03/2025; 4 HOURS PER MONTH; 4 HOURS DURING TRADING| RENTAL PROPERTY; INV RELATED; SALT LAKE CITY, UT; 100% OWNERSHIP; START DATE 02/28/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING | SALTY SUMMIT LLC; INV RELATED; SALT LAKE CITY, UT; COMMERCIAL AND RESIDENTIAL REAL ESTATE;100% OWNERSHIP; START DATE: 09/19/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; | RENTAL PROPERTY S; INV RELATED; SALT LAKE CITY, UT; INVESTMENT PROPERTY - COMMERCIAL AND RESIDENTIAL;100% OWNERSHIP; START DATE: 09/19/2025; 1 HRS PER MONTH; 1 HRS DURING TRADING;| TRUSTEE - VASTON LLC 401K ; INV RELATED; HUNTINGTON BEACH, CA; RETIREMENT PLAN FOR LLC; TRUSTEE/CO-TRUSTEE; START DATE: 11/17/2025; 1 HRS PER MONTH; 1 HRS DURING TRADING;| TRUSTEE FOR FRIEND;S FAMILY TRUST; INV RELATED; IRVINE,CA;TRUSTEE/CO-TRUSTEE; START DATE: 01/01/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; | RENTAL PROPERTY - S 1100; INV RELATED; SALT LAKE CITY,UT; RENTAL;100% OWNERSHIP; START DATE: 01/15/2026; 1 HRS PER MONTH; 1 HRS DURING TRADING;

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-25
• S63 Uniform Securities Agent State Law Examination
  1998-03-19

Other Names

• Allen F Schreiber