David Calomese

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-08-14
TX	RA	APPROVED	2025-08-14

Branch Locations

251 University Avenue, Palo Alto, CA 94301-1714 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Wells Fargo Advisors Llc	Walnut Creek	CA	01/2011	11/2016
Wells Fargo Clearing Services, Llc	Walnut Creek	CA	11/2016	07/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated	San Jose	CA	07/2021	11/2024
Fidelity Investments	Palo Alto	CA	07/2025	Present
Unemployed	Palo Alto	CA	12/2024	07/2025

01/2011 → 11/2016

Wells Fargo Advisors Llc

Walnut Creek, CA
11/2016 → 07/2021

Wells Fargo Clearing Services, Llc

Walnut Creek, CA
07/2021 → 11/2024

Merrill Lynch, Pierce, Fenner & Smith Incorporated

San Jose, CA
07/2025 → Present

Fidelity Investments

Palo Alto, CA
12/2024 → 07/2025

Unemployed

Palo Alto, CA

2021-08-11 → 2024-12-03

Merrill Lynch, Pierce, Fenner & Smith Incorporated

San Jose, CA
2011-01-03 → 2021-08-03

Wells Fargo Clearing Services, Llc

Roseville, CA

Walnut Creek, CA

Walnut Creek, CA

Pittsburg, CA

Oakland, CA

Clayton, CA

Pleasant Hill, CA

Bay Point, CA

Sacramento, CA

San Jose, CA
2010-05-11 → 2011-01-03

Wells Fargo Investments, Llc

Walnut Creek, CA
2007-11-16 → 2010-04-26

Rbc Capital Markets, Llc

Century City, CA
1997-07-08 → 2007-11-29

Citigroup Global Markets Inc.

Torrance, CA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1995-05-12
S63	Uniform Securities Agent State Law Examination	1994-07-28