Best Investors Account Sign in

Sarah Scholz Mijts

Wells Fargo Clearing Services, LLC

Palo Alto, CA

Claim This Profile
Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-02-21
TX RA APPROVED 2024-02-20
  • CA RA
    APPROVED
    Since 2024-02-21
  • TX RA
    APPROVED
    Since 2024-02-20

Branch Locations

301 University Ave [Vd-Rbo], Palo Alto, CA 94301 • 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
Wells Fargo Advisors Llc Menlo Park CA 01/2011 11/2016
Wells Fargo Clearing Services, Llc Menlo Park CA 11/2016 05/2021
Morgan Stanley Los Gatos CA 06/2021 04/2022
First Republic Securities Company, Llc Palo Alto CA 04/2022 05/2022
First Republic Investment Management, Inc. Palo Alto CA 04/2022 05/2022
Rockefeller Financial Llc San Carlos CA 05/2022 12/2022
Rockefeller Financial Llc Campbell CA 01/2023 02/2024
Wells Fargo Clearing Services, Llc San Jose CA 02/2024 Present
Previous Registrations
  • 2022-05-11 → 2024-02-20
    Rockefeller Financial Llc
    San Carlos, CA
    San Francisco, CA
    Los Gatos, CA
  • 2021-06-08 → 2022-05-11
    Morgan Stanley
    Los Gatos, CA
  • 2022-04-19 → 2022-04-26
    J.P. Morgan Private Wealth Advisors Llc
    Palo Alto, CA
  • 2011-01-03 → 2021-05-17
    Wells Fargo Clearing Services, Llc
    Belmont, CA
    Menlo Park, CA
    Palo Alto, CA
    Addison, TX
    San Leandro, CA
    Palo Alto, CA
    Palo Alto, CA
    San Jose, CA
    Palo Alto, CA
    San Leandro, CA
    Charlotte, NC
    Roseville, CA
    Roseville, CA
    Fresno, CA
  • 2006-12-18 → 2011-01-03
    Wells Fargo Investments, Llc
    Belmont, CA
    Belmont, CA
    Menlo Park, CA
    Menlo Park, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-12-15
  • S66 Uniform Combined State Law Examination
    2006-12-15
Other Names
  • Sarah Anne Scholz
  • Sarah Scholz Mijts
  • Sarah S Mijts

View on SEC IAPD

Other Firms

STRATEGIC ADVISERS LLC
CITIGROUP GLOBAL MARKETS INC.
DCVC
DCVC BIO
AMERIPRISE FINANCIAL SERVICES, LLC
WAVERLEY CAPITAL MANAGEMENT, LLC
LUMINARI CAPITAL MANAGEMENT, LLC
CARBIDE VENTURES

Other Investors

DANIEL P MCGOVERN
SIRMA M TZOUTZOVA
LARYSA P SMYKOVSKAYA
CARL WONG
ALISON JONES
AAYUSH KUMAR
JEFFREY MARKS
MARIE WREAKS

Other Offices

STRATEGIC ADVISERS LLC · PALO ALTO, CA
CITIGROUP GLOBAL MARKETS INC. · Palo Alto, CA
DCVC · PALO ALTO, CA
DCVC BIO · PALO ALTO, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Palo Alto, CA
WELLS FARGO CLEARING SERVICES, LLC · PALO ALTO, CA
WELLS FARGO CLEARING SERVICES, LLC · PALO ALTO, CA
WAVERLEY CAPITAL MANAGEMENT, LLC · PALO ALTO, CA

More in Palo Alto, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor