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David Scott Whitcher

Trellis Wealth Advisors, LLC

San Luis Obispo, CA

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Current Employers
Trellis Wealth Advisors, Llc

1135 Santa Rosa Street Suite 310, San Luis Obispo, CA 93401 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2010-10-29
  • CA RA
    APPROVED
    Since 2010-10-29

Branch Locations

1135 Santa Rosa Street Suite 310, San Luis Obispo, CA 93401 • 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
Trellis Wealth Advisors, Llc San Luis Obispo CA 07/2010 Present
Previous Registrations
  • 2005-01-31 → 2010-09-29
    Stone & Youngberg Llc
    San Francisco, CA
    San Francisco, CA
  • 2005-03-11 → 2008-12-24
    S & Y Asset Management Llc
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
  • 2003-06-13 → 2004-04-19
    Citicorp Investment Services
    San Francisco, CA
  • 2001-01-16 → 2002-11-01
    Robertson Stephens, Inc.
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-12-18
  • S66 Uniform Combined State Law Examination
    2000-12-18

View on SEC IAPD

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Other Offices

COMMONWEALTH FINANCIAL NETWORK · San Luis Obispo, CA
LPL FINANCIAL LLC · SAN LUIS OBISPO, CA
MML INVESTORS SERVICES, LLC · SAN LUIS OBISPO, CA
EDWARD JONES · SAN LUIS OBISPO, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · San Luis Obispo, CA
CORVUS WEALTH ADVISORS LLC · SAN LUIS OBISPO, CA
PEAK WEALTH ADVISORS, INC. · SAN LUIS OBISPO, CA
CREW WEALTH MANAGEMENT · SAN LUIS OBISPO, CA

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