Vicki Ellen Patman

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Rolling Hills Estates, CA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Rolling Hills Estates, CA

Previous Registrations

• 1990-09-20 → 2009-01-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  El Segundo, CA
  El Segundo, CA

Other Businesses

NORTH GRENICH VILLAGE HOMEOWNERS ASSOCIATION, NOT INV RELATED, HERMOSA BEACH, CA, BOARD MEMBER, START 4/12/16, 5 HOURS PER MONTH, 0 DURING TRADING, NEIGHBORHOOD UTILITY POLE RENNOVATION TO ENHANCE BEAUTIFICATION.; 704 TORRANCE BLVD. LLC; INV. RELATED; HERMOSA BEACH, CA; 50% OWNERSHIP; START 7/2017; 5 HRS PER MONTH; 0 HRS DURING TRADING; REAL ESTATE INVESTMENT / RENTAL PROPERTY MANAGER.; BEEFMEN, LLC; NOT INVESTMENT RELATED; EAGLE,ID; 4% OWNERSHIP BY TRUST; START 9/2/2019; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0. NO DUTIES.; BARRINGTON NATIONAL APTS LIMITED PARTNERSHIP; INV. RELATED; LOS ANGELES, CA; LESS THAN 1% OWNERSHIP WITH SPOUSE; MULTI FAMILY RENTAL; START 12/1/2021; 0 HRS PER MONTH; DUTIES: NONE.; CO-TRUSTEE FOR PARENTS TRUST, INV RELATED, ARROYO GRANDE, CA, START: 2/5/2024, 1 HOUR A MONTH, 1 HOUR DURING TRADING.; TRUSTEE FOR FRIEND, INV RELATED, LOS ANGELES, CA, START: 6/1/2024, 0 HOURS A MONTH, 0 HOURS DURING TRADING.; CO-TRUSTEE FOR FRIEND, INV RELATED, LOS ANGELES, CA, START: 6/1/2024, 0 HOURS A MONTH, 0 HOURS DURING TRADING.; TRUSTEE FOR FRIEND, INV RELATED, LOS ANGELES, CA, START: 6/1/2024, 0 HOURS A MONTH, 0 HOURS DURING TRADING. POWER OF ATTORNEY FOR MOTHER; INV. RELATED; EL SEGUNDO, CA; START DATE 12/9/2024; 1 HOUR PER MONTH; 0 HOURS DURING TRADING. POWER OF ATTORNEY FOR FATHER; INV. RELATED; EL SEGUNDO, CA; START DATE 12/9/2024; 1 HOUR PER MONTH; 0 HOURS DURING TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-10-20
• S63 Uniform Securities Agent State Law Examination
  1984-08-23

Other Names

• Vicki Patman
• Vicki Ellen Sonnabend