Thomas Bruno

Current Employers

Employment History

• 06/2017 → 11/2023
  Wells Fargo Clearing Services
  Jackson, WY
• 06/2017 → 11/2023
  Wells Fargo Bank
  Jackson, WY
• 08/2015 → 05/2017
  Gerson Lehrman Group
  San Francisco, CA
• 11/2023 → Present
  Robertson Stephens Wealth Management, Llc
  San Francisco, CA
• 11/2023 → Present
  Robertson Stephens Capital Markets, Llc
  San Francisco, CA

Previous Registrations

• 2017-10-20 → 2023-11-13
  Wells Fargo Clearing Services, Llc
  Minneapolis, MN
  Jackson, WY
  Tarpon Springs, FL

Other Businesses

(1) RENTAL PROPERTY, INV RELATED, TETON VILLAGE, WY, 100% OWNERSHIP, START: 11/01/2022, 0 HRS/MONTH, 0 HRS DURING TRADING, PROPERTY OWNER. (2) Robertson Stephens Capital Markets, LLC, Inv Related, San Francisco, CA, Broker-Dealer, Reg Rep, 11/2023, 9 Hour/Mo, 9 Hour/Mo, Broker. (3) Robertson Stephens Wealth Management, LLC, Inv Related, San Francisco, CA, Investment Adviser, Advisor, MD/Principal, 11/2023, 165 Hour/Mo, 132 Hour/Mo, Investment Advisor. (4) Licensed insurance agent. (5) St. John's Health Foundation, a 501(c)3 organization, 55 E. Broadway, Suite 213, Jackson, WY 83001, Start date 9/2017, Board Chairman, I devote 3% of my time to this activity, 2% during securities trading hours; Board Chair touches all aspects of the Foundation including the Finance & Investment Committee, which makes recommendations for short- and long term investments. I do not receive an income for this activity.

Exams

• S66 Uniform Combined State Law Examination
  2017-10-20

Other Names

• Thomas Niles Bruno