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645 First Street West Suite B, Sonoma, CA 95476 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-03 |
Branch Locations
645 First Street West Suite B, Sonoma, CA 95476 • United States
3454 E Anaheim Street, Long Beach, CA 90804 • United States
111 W Ocean Blvd Suite 400, Long Beach, CA 90802 • United States
1 disclosure category 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 Investments, Llc | San Leandro | CA | 05/2001 | Present |
| Wealthfolio Advisors Llc | San Francisco | CA | 01/2019 | Present |
| Benchmark Information Technology | Long Beach | CA | 03/2007 | Present |
Alychandra Mignon McFarlane is the Co-Owner/President of an IT consulting firm. She does not receive commissions from this position. She will not offer clients any services of products from this outside business activity. Alychandra Mignon McFarlane is an independent licensed insurance agent, and from time to time, will offer clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. WFA always acts in the best interest of the client; including the sale of commissionable products to advisory clients. Clients are in no way required to utilize the services of any representative of WFA in connection with such individual's activities outside of WFA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-21 |
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