Tamela Latrease Robinson

Employer firm

Rbc Capital Markets, LLC CRD 31194

$310B regulatory AUM 1,893 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2020 → 04/2021
  Morgan Stanley
  Pleasanton, CA
• 12/2012 → 01/2020
  Wells Fargo Clearing Services, Llc
  San Leandro, CA
• 04/2021 → 07/2022
  Wells Fargo Clearing Services, Llc
  Roseville, MO
• 07/2022 → 09/2025
  Sofi Securities, Llc
  San Francisco, CA
• 07/2022 → 09/2025
  Sofi Wealth, Llc
  San Francisco, CA
• 09/2025 → Present
  Rbc Capital Markets, Llc
  Walnut Creek, CA

Previous Registrations

• 2022-07-13 → 2025-09-23
  Sofi Wealth Llc
  San Francisco, CA
• 2021-04-13 → 2022-07-12
  Wells Fargo Clearing Services, Llc
  Roseville, CA
  San Mateo, CA
• 2020-01-27 → 2021-04-15
  Morgan Stanley
  Pleasanton, CA
• 2013-01-02 → 2020-01-27
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
  Palo Alto, CA
  San Leandro, CA
• 2011-05-24 → 2012-04-18
  Nationwide Securities, Llc
  Columbus, OH
• 2008-02-05 → 2009-09-25
  Stonehurst Securities, Inc.
  Lakeside, CA
  Las Vegas, NV
  Addison, TX
  Las Vegas, NV
  Ft. Lauderdale, FL
  Henderson, NV
  Clearfield, UT
  Bountiful, UT
  Ogden, UT
  Roseville, CA
  Fort Lauderdale, FL
  Folsom, CA
• 2005-08-15 → 2008-01-30
  Banc Of America Investment Services, Inc.
  Roseville, CA
  Roseville, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-08-12
• S63 Uniform Securities Agent State Law Examination
  2001-09-04

Other Names

• Tamela Latrease Robinson
• Tamela L Robinson