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Daniel Patrick Petrey

Mestmaker & Petrey Wealth Advisors

Bakersfield, CA

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Current Employers
Mestmaker & Petrey Wealth Advisors

2000 Oak Street Suite 100, Bakersfield, CA 93301 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-12-20
CA RA APPROVED 2016-01-19
  • TX RA
    APPROVED_RES
    Since 2021-12-20
  • CA RA
    APPROVED
    Since 2016-01-19

Branch Locations

2000 Oak Street Suite 100, Bakersfield, CA 93301 • 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
Mpwa Inc. Dba Mestmaker & Petrey Wealth Advisors Bakersfield CA 01/2009 Present
  • 01/2009 → Present
    Mpwa Inc. Dba Mestmaker & Petrey Wealth Advisors
    Bakersfield, CA
Previous Registrations
  • 2009-01-30 → 2015-12-31
    Mestmaker & Petrey Wealth Advisors
    Bakersfield, CA
  • 2007-04-02 → 2009-02-02
    Morgan Stanley & Co. Llc
    Bakersfield, CA
  • 2003-08-25 → 2007-04-02
    Morgan Stanley Dw Inc.
    Bakersfield, CA
    Bakersfield, CA
Other Businesses

S.U.G. INC., - REAL ESTATE HOLDING COMPANY AS CO-OWNER

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-08-22
  • S66 Uniform Combined State Law Examination
    2003-08-22

View on SEC IAPD

Other Firms

WOODWARD DIVERSIFIED CAPITAL, LLC
HOWARD FINANCIAL
SIERRA CAPITAL MANAGEMENT
WORLD INVESTMENT ADVISORS, LLC
PARK AVENUE SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES

Other Investors

BEAU THOMAS WOODWARD
GABRIEL THOMAS WOODWARD
Caleb James Richmond
THOMAS DORSEY WOODWARD
LANCE RAYMOND HOWARD
Stanley SCOTT GARRISON
THOMAS DEAN MING
Ryne Alyn Fessler

Other Offices

WOODWARD DIVERSIFIED CAPITAL, LLC · BAKERSFIELD, CA
HOWARD FINANCIAL · BAKERSFIELD, CA
SIERRA CAPITAL MANAGEMENT · BAKERSFIELD, CA
WORLD INVESTMENT ADVISORS, LLC · BAKERSFIELD, CA
WORLD INVESTMENT ADVISORS, LLC · Bakersfield, CA
PARK AVENUE SECURITIES LLC · BAKERSFIELD, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Bakersfield, CA
WELLS FARGO CLEARING SERVICES, LLC · BAKERSFIELD, CA

More in Bakersfield, CA

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