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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | San Leandro | CA | 07/2003 | 04/2023 |
| Wells Fargo Advisors, Llc | San Leandro | CA | 04/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Leandro | CA | 11/2016 | 04/2023 |
| Fidelity Investments | Larkspur | CA | 09/2023 | Present |
| Unemployed | Sonoma | CA | 04/2023 | 09/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-102269|OrgNmn:Bryce Investments LLC|Org Addr:Richmond,Virginia,US|OBA Nature:Residential Rental Property|Invst Rel:Y|Title:member|Duties:llc member general overseeing of property management|StrtDt:10-01-13|TotHrs/mon:1|TrdHrs/mon:0|OBA-102281|OrgNmn:Shannon Investments LLC|Org Addr:Richmond,Virginia,US|OBA Nature:Residential Rental|Invst Rel:Y|Title:Member|Duties:Member overseeing property management|StrtDt:10-19-15|TotHrs/mon:1|TrdHrs/mon:0|OBA-102334|OrgNmn:East Seneca LLC|Org Addr:Vernon,New York,US|OBA Nature:Multifamily Residential Rental|Invst Rel:Y|Title:Member|Duties:Member Overseeing Property Management|StrtDt:05-10-23|TotHrs/mon:1|TrdHrs/mon:0|OBA-102331|OrgNmn:Upperbury LLC|Org Addr:Midlothian,Virginia,US|OBA Nature:Redidential Rental|Invst Rel:Y|Title:Member|Duties:Member overseeing property management|StrtDt:10-09-17|TotHrs/mon:1|TrdHrs/mon:0|OBA-102283|OrgNmn:Rabbit Foot LLC|Org Addr:North Ches,Virginia,US|OBA Nature:Residential Rental|Invst Rel:Y|Title:member|Duties:Member overseeing property management|StrtDt:02-15-23|TotHrs/mon:1|TrdHrs/mon:0|OBA-102330|OrgNmn:Tillers Ridge LLC|Org Addr:North Ches,Virginia,US|OBA Nature:Residential Rental|Invst Rel:Y|Title:Member|Duties:Member overseeing property management|StrtDt:02-24-17|TotHrs/mon:1|TrdHrs/mon:0|OBA-102332|OrgNmn:Sutters Mill LLC|Org Addr:Midlothian,Virginia,US|OBA Nature:Residential Rental|Invst Rel:Y|Title:Member|Duties:Member overseeing property management|StrtDt:09-01-17|TotHrs/mon:1|TrdHrs/mon:0|OBA-102271|OrgNmn:Bryce Investments 2 LLC|Org Addr:Midlothian,Virginia,US|OBA Nature:Residential Rental Property|Invst Rel:Y|Title:Member|Duties:Member general oversight of property management|StrtDt:05-05-14|TotHrs/mon:1|TrdHrs/mon:0|OBA-102333|OrgNmn:Mclockgate|Org Addr:Midlothian,Virginia,US|OBA Nature:Residential Rental|Invst Rel:Y|Title:Member|Duties:Member overseeing property management|StrtDt:10-26-18|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-18 |
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