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Pierre Jacques Gendreau

Capo Creek Financial Solutions

San Clemente, CA

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Current Employers
Capo Creek Financial Solutions

26 Via Adrian, San Clemente, CA 92673 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-05-22
  • CA RA
    APPROVED
    Since 2025-05-22

Branch Locations

26 Via Adrian, San Clemente, CA 92673 • 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
Global Financial Data San Juan Capistrano CA 01/2011 08/2019
Triton Pacific Securities, Llc Dana Point CA 10/2020 01/2021
Ideal Tax Solution Costa Mesa CA 08/2020 08/2020
Consulting San Clemente CA 08/2019 08/2020
Pjg Financial Solutions San Clemente CA 01/2021 07/2021
Buzz Points San Clemente CA 01/2021 05/2021
Consulting San Clemente CA 08/2021 09/2021
Fischer Investment Strategies, Llc San Clemente CA 09/2021 04/2024
Adp San Clemente CA 06/2023 Present
  • 01/2011 → 08/2019
    Global Financial Data
    San Juan Capistrano, CA
  • 10/2020 → 01/2021
    Triton Pacific Securities, Llc
    Dana Point, CA
  • 08/2020 → 08/2020
    Ideal Tax Solution
    Costa Mesa, CA
  • 08/2019 → 08/2020
    Consulting
    San Clemente, CA
  • 01/2021 → 07/2021
    Pjg Financial Solutions
    San Clemente, CA
  • 01/2021 → 05/2021
    Buzz Points
    San Clemente, CA
  • 08/2021 → 09/2021
    Consulting
    San Clemente, CA
  • 09/2021 → 04/2024
    Fischer Investment Strategies, Llc
    San Clemente, CA
  • 06/2023 → Present
    Adp
    San Clemente, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-11-05
S63 Uniform Securities Agent State Law Examination 2002-09-07
  • S65 Uniform Investment Adviser Law Examination
    2020-11-05
  • S63 Uniform Securities Agent State Law Examination
    2002-09-07
Other Names
  • Pierre Jacques Gendreau
  • Pierre Gendreau
  • Pierre J Gendreau

View on SEC IAPD

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Other Offices

IGNITE PLANNERS LLC · SAN CLEMENTE, CA
J.P. MORGAN SECURITIES LLC · SAN CLEMENTE, CA
QUIVER FINANCIAL HOLDINGS LLC · SAN CLEMENTE, CA
EDWARD JONES · SAN CLEMENTE, CA
LPL FINANCIAL LLC · SAN CLEMENTE, CA
COAST WEALTH MANAGEMENT, INC. · SAN CLEMENTE, CA
COAST WEALTH MANAGEMENT, INC. · San Clemente, CA
PFS INVESTMENTS INC. · SAN CLEMENTE, CA

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