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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-09-26 |
Branch Locations
1331 N California Blvd, Walnut Creek, CA 94596 • United States
800 E Colorado Blvd, Pasadena, CA 91101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Concord/Walnut Creek/San Ramon/Danville | CA | 12/2003 | 06/2022 |
| Wells Fargo Advisors Llc | Danville | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Danville | CA | 11/2016 | 06/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 06/2022 | Present |
I*2287258, Entity Type: Entity Charitable, Name of OBA: Benicia Youth Football (BYF), Address: Benicia, California, 94510, Investment Related: N, Position, Title, Association: ["Board Member"], Employee State Date: 05/01/2025, No Hours: 50 Monthly, No Hours during Trading: 0 Monthly, Duties: Community Youth Sports Organization- Responsibilities may include event planning, fundraising, communication and coordination of volunteers, committee work, community service, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-04 |
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