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Bryant Schulman

Wells Fargo Advisors Financial Network, LLC

Reno, NV

Irvine, CA

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Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-12-18
CA RA APPROVED 2024-06-14
  • TX RA
    APPROVED
    Since 2024-12-18
  • CA RA
    APPROVED
    Since 2024-06-14

Branch Locations

595 Humboldt St Ste 200, Reno, NV 89509 • United States

18800 Von Karman Ste B [Satellite], Irvine, CA 92612 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lido Advisors, Llc Los Angeles CA 07/2023 03/2024
Crescent Bay Advisors Corona Del Mar CA 01/2019 06/2023
Full Time Education Malibu CA 06/2018 12/2018
Bny Mellon Menlo Park CA 06/2012 06/2018
Wells Fargo Advisors Financial Network, Llc Reno NV 03/2024 Present
  • 07/2023 → 03/2024
    Lido Advisors, Llc
    Los Angeles, CA
  • 01/2019 → 06/2023
    Crescent Bay Advisors
    Corona Del Mar, CA
  • 06/2018 → 12/2018
    Full Time Education
    Malibu, CA
  • 06/2012 → 06/2018
    Bny Mellon
    Menlo Park, CA
  • 03/2024 → Present
    Wells Fargo Advisors Financial Network, Llc
    Reno, NV
Previous Registrations
  • 2023-08-11 → 2024-03-01
    Lido
    Los Angeles, CA
Other Businesses

DIALECTICA NET; NOT INV RELATED; NEW YORK, NY; CONSULTANT; START DATE 05/12/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-31
  • S66 Uniform Combined State Law Examination
    2024-05-31

View on SEC IAPD

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JAMES WARREN FRIEDLAN
SUNTALEE KOOZER
MITCHELL J MOUNTAIN
Alexander Mallett
Jared D Marchegger

Other Offices

MORGAN STANLEY · Reno, NV
EDWARD JONES · RENO, NV
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · RENO, NV
BENJAMIN F. EDWARDS & COMPANY, INC. · Reno, NV
LPL FINANCIAL LLC · RENO, NV
GW FINANCIAL · RENO, NV
TREO VENTURES, LLC · RENO, NV
ELEVAGE PARTNERS, LLC · RENO, NV

More in Reno, NV

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