Sherri Anne Anderson

Current Employers

Employment History

• 03/2011 → 11/2016
  Wells Fargo Advisors Llc
  Escondido/Corona, CA
• 06/1999 → 07/2019
  Wells Fargo Bank, N.A.
  Escondido/Corona, CA
• 11/2016 → 07/2019
  Wells Fargo Clearing Services, Llc
  Escondido/Corona, CA
• 07/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Newport Beach, CA

Other Businesses

I*3612279Entity Type: Charitable Name of OBA: Inland Empire Economic Partnership Address: Ontario, California, 91764Investment Related: No Position, Title, Association: Board Member Employee Start Date: 02/01/2026Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: At IEEP we unite business, government, and community leaders to create a thriving region. We are dedicated to making the Inland Empire a premier destination for living, working, and investing by addressing current challenges and preparing for future opportunities. Board Member I*3952298 Entity Type: Fiduciary role Name of OBA: Family Trust of R A T Address: Riverside, California, 92504 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 03/16/2026 Number of Hours: 0 Number of Hours during trading: 0 Duties: Successor Trustee/Parents I*4397273 Entity Type: Fiduciary role Name of OBA: The A. Family Trust Address: Riverside, California, 92503 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 04/17/2026 Number of Hours: 0 Number of Hours during trading: 0 Duties: Co-Trustee/Self, Spouse

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-10-13
• S63 Uniform Securities Agent State Law Examination
  2012-03-13

Other Names

• Sherri Anne Triggs
• Sherri Anne Anderson
• Sherri Anderson