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1300 Oliver Road Suite 210, Fairfield, CA 94534 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-07-01 |
| TX | RA | APPROVED_RES | 2024-07-01 |
Branch Locations
1300 Oliver Road Suite 210, Fairfield, CA 94534 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Vacaville | CA | 09/2016 | 11/2016 |
| Wells Fargo Bank, Na | Vallejo | CA | 05/2011 | 01/2022 |
| Wells Fargo Clearing Services, Llc | Vallejo | CA | 11/2016 | 01/2022 |
| Lpl Financial Llc | Fairfield | CA | 01/2022 | Present |
| Solano Wealth Management, Inc. | Fairfield | CA | 02/2022 | 07/2024 |
| Solano Wealth Investment Advisors, Llc | Fairfield | CA | 07/2024 | Present |
1. 01/28/2022 - Solano Wealth Management, Inc. - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 2. 09/03/2024 - Solano Wealth Investment Advisors, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 08/15/2024 - 160 Hours per Month/ 8 Hours During Trading - I provide investment advisory services to Solano Wealth Investment Advisors, LLC , an independent investment advisor firm. I started this business activity in 9/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 03/04/2026 - Solano Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/15/2024 - 160 Hours Per Month/ 8 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2017-01-16 |
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