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733 Marsh St. Suite #110, San Luis Obispo, CA 93401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-10-16 |
Branch Locations
733 Marsh St. Suite #110, San Luis Obispo, CA 93401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Luis Obispo | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Luis Obispo | CA | 11/2016 | 10/2020 |
| Cerro Pacific Wealth Advisors, Llc | San Luis Obispo | CA | 10/2020 | Present |
RENTAL PROPERTY, INVESTMENT RELATED, SAN LUIS OBISPO, CA, OWNER, START: 8/2009,, NO DUTIES. RENTAL PROPERTY, INVESTMENT RELATED, SAN LUIS OBISPO, CA, OWNER, START: 3/2010,, NO DUTIES. RENTAL PROPERTY; INVESTMENT RELATED; SAN LUIS OBISPO, CA; CO-OWNER / LANDLORD; TRIPLEX; START DATE 4/2012; ALL RENTAL PROPERTIES REPRESENT ROUGHLY 2 HOURS PER MONTH OUTSIDE OF TRADING HOURS. SAN LUIS COASTAL EDUCATION FOUNDATION, INVESTMENT RELATED, 1500 LIZZIE ST, SAN LUIS OBISPO, CA, NON PROFIT FOUNDATION TO SUPPORT COMMUNITY PUBLIC SCHOOLS, CHAIR INVESTMENT COMMITTEE, OCTOBER 2023, 3 HOURS PER MONTH, CHAIR INVESTMENT COMMITTEE, REVIEW AND ADVISE ENDOWMENT ACCOUNT AND REPORT TO BOARD. BASSI RANCH; NOT INVESTMENT RELATED; SAN LUIS OBISPO, CA 93405; HOMEOWNERS ASSOCIATION AND MUTUAL WATER CO.; BOARD MEMBER; 01/01/2021; 1 HOUR PER MONTH OUTSIDE OF SECURITIES TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 1984-02-16 |
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