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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-17 |
| CA | RA | APPROVED | 2021-09-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Chino Hills | CA | 06/2009 | 07/2021 |
| Wells Fargo Advisors Llc | Chino Hills | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Chino Hills | CA | 11/2016 | 07/2021 |
| Jpmorgan Chase Bank, N.A. | Pasadena | CA | 08/2021 | Present |
| J.P. Morgan Securities Llc | Pasadena | CA | 08/2021 | Present |
| Wedgewood Family Llc | Temple City | CA | 01/2026 | Present |
Entity Name: Wedgewood Family LLC Investment related: No Address: Temple City, CA Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 01/26/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Family real estate investment
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-17 |
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