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Attn: Compliance Dept. 225 S. Lake Ave Penthouse, Pasadena, CA 91101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-29 |
Branch Locations
225 S. Lake Ave Penthouse, Pasadena, CA 91101 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | El Dorado Hills | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | El Dorado Hills | CA | 11/2016 | 08/2019 |
| Stifel Nicolaus & Co Inc | Newport Beach | CA | 08/2019 | 04/2026 |
| Wedbush Securities | Pasadena | CA | 04/2026 | Present |
Schwary Asset Management - CEO/Founder/Portfolio Manager; Investment-related; Newport Beach, CA; DBA for IFON at Wedbush Securities; 40 hours dedicated per month; Start Date 07/09/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-12 |
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