Daniel Anthony Pichardo

Employer firm

Bridge Capital Consulting, LLC CRD 283663

$76.5M regulatory AUM 14 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Bridge Capital Consulting, Llc

4343 Von Karman Ave Suite 250L, Newport Beach, CA 92660 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-02-28
WA	RA	APPROVED	2021-07-26
CA	RA	APPROVED	2016-06-30

TX RA
APPROVED_RES

Since 2025-02-28
WA RA
APPROVED

Since 2021-07-26
CA RA
APPROVED

Since 2016-06-30

Branch Locations

4343 Von Karman Ave Suite 250L, Newport Beach, CA 92660 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Girard Securities, Inc.	San Diego	CA	10/2013	09/2016
Bridge Capital Consulting, Llc	Newport Beach	CA	06/2016	Present

10/2013 → 09/2016

Girard Securities, Inc.

San Diego, CA
06/2016 → Present

Bridge Capital Consulting, Llc

Newport Beach, CA

Previous Registrations

2013-10-07 → 2016-09-19

Girard Securities, Inc.

Irvine, CA

Irvine, CA
2015-03-05 → 2015-12-28

Anfield Advisors, Llc

Newport Beach, CA
2009-07-07 → 2013-10-04

Lpl Financial Llc

Huntington Beach, CA

Irvine, CA

Newport Beach, CA

Rancho St Margarita, CA
2008-01-01 → 2009-07-06

Wells Fargo Clearing Services, Llc

Irvine, CA

San Juan Capistrano, CA
2007-06-18 → 2008-01-01

A. G. Edwards & Sons, Inc.

St. Louis, MO

San Juan Capistrano, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-06-16

S66 Uniform Combined State Law Examination

2007-06-16

Designations

Certified Financial Planner

View on SEC IAPD