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FINANCIAL_SERVICESPENDING

Bridges Charter School AgendaPacket Board Meeting 2026-06-15

School To Utilize Wells Fargo Advisors Network

BRIDGES Charter DistrictWELLS FARGO ADVISORS FINANCIAL NETWORK LLCJune 15, 2026

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WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
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Description

In conjunction with the proposed investment account with Westlake Private Wealth Management, Bridges Charter School would utilize the brokerage platform of Wells Fargo Advisors Financial Network, LLC. The resolution establishes how school funds will be managed within this network.

Contract Details

Vendor

WELLS FARGO ADVISORS FINANCIAL NETWORK LLC

Agency

BRIDGES Charter District, CA

Contract Type

FINANCIAL_SERVICES

Document Date

June 15, 2026

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