Lena M Mcquillen

Current Employers

Bailard, Inc.

950 Tower Ln Ste 1900, Foster City, CA 94404-2131 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2021-01-05

CA RA
APPROVED

Since 2021-01-05

Branch Locations

950 Tower Ln Ste 1900, Foster City, CA 94404-2131 • United States

Buckholts, TX • 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

Organization	City	State	From	To
Bailard Inc	Foster City	CA	12/2020	Present
Wells Fargo Private Investment Advisors, Llc	Palo Alto	CA	12/2007	12/2020

12/2020 → Present

Bailard Inc

Foster City, CA
12/2007 → 12/2020

Wells Fargo Private Investment Advisors, Llc

Palo Alto, CA

Previous Registrations

2007-12-11 → 2016-12-31

Nelson Capital Management

Foster City, CA
2004-03-18 → 2007-11-27

Charles Schwab & Co., Inc.

Menlo Park, CA

Menlo Park, CA

Other Businesses

Smashing Grapes, LLC, non investment-related business, 612 N Juanita Ave Unit B Redondo Beach CA 90277, winery, LLC member, started April 2019, 1 hour per month of time devoted to business after security trading hours, book keeping

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2001-05-16

S66 Uniform Combined State Law Examination

2001-05-16

Designations

Other Names

Lena Moon Chance

View on SEC IAPD

Current Employers

Bailard, Inc.

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Designations

Other Names

Other Firms

Other Investors

Other Offices

Reviews