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Anastas Beribak

Wells Fargo Clearing Services, LLC

Beverly Hills, CA

Los Angeles, CA

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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 2024-12-17
TX RA APPROVED 2024-12-16
  • CA RA
    APPROVED
    Since 2024-12-17
  • TX RA
    APPROVED
    Since 2024-12-16

Branch Locations

433 N Camden Dr 9Th Fl, Beverly Hills, CA 90210 • United States

10877 Wilshire Blvd Ste 1700, Los Angeles, CA 90024 • 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
Retirement Planning Associates Sherman Oaks CA 10/2019 03/2022
Gelson's Markets Calabasas CA 08/2017 06/2019
Menchie's Frozen Yogurt Calabasas CA 08/2015 06/2017
Fidelity Investments Century City CA 04/2022 Present
Unemployed Calabasas CA 06/2019 10/2019
  • 10/2019 → 03/2022
    Retirement Planning Associates
    Sherman Oaks, CA
  • 08/2017 → 06/2019
    Gelson's Markets
    Calabasas, CA
  • 08/2015 → 06/2017
    Menchie's Frozen Yogurt
    Calabasas, CA
  • 04/2022 → Present
    Fidelity Investments
    Century City, CA
  • 06/2019 → 10/2019
    Unemployed
    Calabasas, CA
Previous Registrations
  • 2022-09-06 → 2024-12-17
    Fidelity Personal And Workplace Advisors
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-04
S63 Uniform Securities Agent State Law Examination 2021-09-13
  • S65 Uniform Investment Adviser Law Examination
    2022-05-04
  • S63 Uniform Securities Agent State Law Examination
    2021-09-13

View on SEC IAPD

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JULIE FORMAN
KAMRAN W. HEDJASI
HRIPSIME SIMA KEOSHGERIAN
LILY CAI

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