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FINANCIAL_SERVICESAPPROVED

Bridges Charter School Resolution Authorization to Open Investment Account

Board Authorizes Investment Account with Wells Fargo Network

BRIDGES Charter DistrictWELLS FARGO ADVISORS FINANCIAL NETWORK LLCMay 18, 2026

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WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
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
Comcate logo
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Description

Bridges Charter School Board authorized an investment account operated through Wells Fargo Advisors Financial Network, LLC, in conjunction with Westlake Private Wealth Management. The arrangement includes dual-signature requirements for large transactions and remains in effect until modified by the Board.

Contract Details

Vendor

WELLS FARGO ADVISORS FINANCIAL NETWORK LLC

Agency

BRIDGES Charter District, CA

Contract Type

FINANCIAL_SERVICES

Document Date

May 18, 2026

Contract Term

Authorization remains in effect until rescinded or modified by the Board of Directors

Renewal Info

Open-ended authorization for the investment account; continues until the Board of Directors rescinds or modifies it.

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