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2804 Mission College Blvd. Suite 205, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-06 |
Branch Locations
2804 Mission College Blvd. Suite 205, Santa Clara, CA 95054 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Blakeley Group Inc | Santa Clara | CA | 05/2009 | Present |
Wells Fargo Clearing Services, LLC, investment related business. Wells Fargo Advisors Branch Manager Office, 50 W San Fernando St San Jose CA 95113. Wealth & Investment Management business; position is Referrer (introduce clients to Wells Fargo Advisors to orderly close the business over time); start date 4/17/25; spends approximately 40 hours per month, approximately 10 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 1980-03-04 |
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