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Brennan Michael Kurtela

Wells Fargo Clearing Services, LLC

Woodside, CA

Palo Alto, CA

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Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-29
TX RA APPROVED 2025-09-29
  • CA RA
    APPROVED
    Since 2025-09-29
  • TX RA
    APPROVED
    Since 2025-09-29

Branch Locations

2925 Woodside Rd, Woodside, CA 94062 • United States

301 University Ave 2Nd, 3Rd, & 4Th Fls [Nd-Rbo], Palo Alto, CA 94301 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stanford Federal Credit Union Palo Alto CA 11/2014 09/2025
Lpl Financial Llc Palo Alto CA 07/2015 10/2016
Pfg Advisors Stanford CA 05/2015 10/2016
Pfg Advisors Stanford CA 10/2016 10/2017
Lpl Financial Llc Palo Alto CA 10/2016 09/2025
Strategic Wealth Advisors Group Sacramento CA 07/2017 09/2025
Wells Fargo Clearing Services, Llc Palo Alto CA 09/2025 Present
Previous Registrations
  • 2017-07-17 → 2025-10-02
    Mariner Advisor Network
    Stanford, CA
  • 2016-05-18 → 2017-10-11
    Pfg Advisors
    Stanford, CA
    Phoenix, AZ
  • 2016-05-12 → 2016-11-22
    Lpl Financial Llc
    Stanford, CA
    Stanford, CA
    Palo Alto, CA
    Stanford, CA
    Redwood City, CA
    San Carlos, CA
    San Carlos, CA
    Stanford, CA
    Stanford, CA
    Palo Alto, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-05-12
  • S66 Uniform Combined State Law Examination
    2016-05-12
Designations

View on SEC IAPD

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FINSIE
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PANDECT BIOVENTURES MANAGEMENT, LLC
NANODIMENSION, INC.
REDPOINT VENTURES

Other Investors

NATHAN MICHAEL HALISKY
JAMES STEPHEN SMOLINSKI
BRIAN PHILIP KEPP
WARREN WOOHYUN CHO
KENT CHRISTOPHER ELLIS
Jessica Ann Nguyen
Wei Zhang
Sonia Bitar

Other Offices

FISHER INVESTMENTS · WOODSIDE, CA
WCEP MANAGEMENT LLC · SAN CARLOS, CA
SCALE-UP VC II GP, INC. · SAN CARLOS, CA
FINSIE · BELMONT, CA
DEFY PARTNERS MANAGEMENT, LLC · WOODSIDE, CA
PANDECT BIOVENTURES MANAGEMENT, LLC · WOODSIDE, CA
NANODIMENSION, INC. · WOODSIDE, CA
REDPOINT VENTURES · WOODSIDE, CA

More in Woodside, CA

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