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Inactive

Luis Robles

The Mather Group, LLC

Lafayette, CA

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Current Employers
The Mather Group, Llc

353 N. Clark Street Suite 2775, Chicago, IL 60654 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-16
  • CA RA
    APPROVED
    Since 2025-10-16

Branch Locations

3685 Mt. Diablo Blvd Suite 200, Lafayette, CA 94549 • 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
Wells Fargo Bank Na Orinda CA 12/2012 07/2018
Wells Fargo Advisors Llc Orinda CA 06/2013 11/2016
Wells Fargo Clearing Services, Llc Orinda CA 11/2016 07/2018
Bancwest Investment Services, Inc. San Francisco CA 07/2018 07/2021
Bank Of The West San Francisco CA 07/2018 07/2021
Charles Schwab & Co., Inc. Berkeley CA 07/2021 05/2025
Charles Schwab & Co., Inc. Berkeley CA 07/2021 05/2025
The Mather Group, Llc Lafayette CA 05/2025 Present
  • 12/2012 → 07/2018
    Wells Fargo Bank Na
    Orinda, CA
  • 06/2013 → 11/2016
    Wells Fargo Advisors Llc
    Orinda, CA
  • 11/2016 → 07/2018
    Wells Fargo Clearing Services, Llc
    Orinda, CA
  • 07/2018 → 07/2021
    Bancwest Investment Services, Inc.
    San Francisco, CA
  • 07/2018 → 07/2021
    Bank Of The West
    San Francisco, CA
  • 07/2021 → 05/2025
    Charles Schwab & Co., Inc.
    Berkeley, CA
  • 07/2021 → 05/2025
    Charles Schwab & Co., Inc.
    Berkeley, CA
  • 05/2025 → Present
    The Mather Group, Llc
    Lafayette, CA
Previous Registrations
  • 2021-08-12 → 2025-06-07
    Charles Schwab & Co., Inc.
    Berkeley, CA
    Oakland, CA
  • 2018-08-21 → 2021-07-30
    Bancwest Investment Services, Inc.
    San Francisco, CA
    Mill Valley, CA
    San Francisco, CA
    Larkspur, CA
    San Francisco, CA
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-08-20
S63 Uniform Securities Agent State Law Examination 2013-08-13
  • S65 Uniform Investment Adviser Law Examination
    2018-08-20
  • S63 Uniform Securities Agent State Law Examination
    2013-08-13
Designations
Other Names
  • Luis R Robles
  • Luis Roberto Robles

View on SEC IAPD

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