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Inactive

Ryan Patrick Wells

Pathwise

Walnut Creek, CA

Carlsbad, CA

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Current Employers
Pathwise

1211 Newell Ave Suite 130, Walnut Creek, CA 94596 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-13
TX RA APPROVED_RES 2017-12-07
  • CA RA
    APPROVED
    Since 2026-04-13
  • TX RA
    APPROVED_RES
    Since 2017-12-07

Branch Locations

1211 Newell Ave Suite 130, Walnut Creek, CA 94596 • United States

2888 Loker Ave E Suite 110, Carlsbad, CA 92010 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pathwise Wealth Partners, Llc Pleasant Hill CA 11/2014 Present
  • 11/2014 → Present
    Pathwise Wealth Partners, Llc
    Pleasant Hill, CA
Previous Registrations
  • 2012-04-24 → 2015-04-09
    Acclaro Wealth Management
    Walnut Creek, CA
  • 2007-06-15 → 2013-08-28
    Lpl Financial Llc
    Walnut Creek, CA
    Fort Mill, SC
    Walnut Creek, CA
  • 2004-09-29 → 2007-06-18
    Mml Investors Services, Llc
    Walnut Creek, CA
    Pleasanton, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-09-20
S66 Uniform Combined State Law Examination 2004-01-31
S63 Uniform Securities Agent State Law Examination 2002-09-23
  • S65 Uniform Investment Adviser Law Examination
    2004-09-20
  • S66 Uniform Combined State Law Examination
    2004-01-31
  • S63 Uniform Securities Agent State Law Examination
    2002-09-23

View on SEC IAPD

Other Firms

USCF ADVISERS
BURTON ENRIGHT WELCH
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SAVANT WEALTH MANAGEMENT
ONE CAPITAL MANAGEMENT, LLC
ROCKEFELLER FINANCIAL LLC
OSAIC WEALTH, INC.

Other Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL
Sydney Irene Kovacs
DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

More in Walnut Creek, CA

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