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James Curran

Pacific Point Wealth Management

Carlsbad, CA

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Current Employers
Pacific Point Wealth Management

6125 Paseo Del Norte, Carlsbad, CA 92011 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-16
  • CA RA
    APPROVED
    Since 2025-12-16

Branch Locations

6125 Paseo Del Norte, Carlsbad, CA 92011 • 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
Wells Fargo Advisors Llc Bakersfield CA 10/2015 11/2016
Wells Fargo Bank, Na Bakersfield CA 03/2014 03/2019
Wells Fargo Clearing Services, Llc Bakersfield CA 11/2016 03/2019
Edward Jones St.LOuis MO 03/2019 05/2022
X Advisors, Llc Santa Maria CA 05/2022 05/2024
Xton Financial Encinitas CA 07/2022 05/2024
Mgo Oneseven Dba Aim Wealth Management Group, Llc Beachwood OH 05/2024 03/2025
Six Wands Collective Bakersfield CA 04/2025 Present
Pacific Point Wealth Management, Llc Oceanside CA 12/2025 Present
  • 10/2015 → 11/2016
    Wells Fargo Advisors Llc
    Bakersfield, CA
  • 03/2014 → 03/2019
    Wells Fargo Bank, Na
    Bakersfield, CA
  • 11/2016 → 03/2019
    Wells Fargo Clearing Services, Llc
    Bakersfield, CA
  • 03/2019 → 05/2022
    Edward Jones
    St.LOuis, MO
  • 05/2022 → 05/2024
    X Advisors, Llc
    Santa Maria, CA
  • 07/2022 → 05/2024
    Xton Financial
    Encinitas, CA
  • 05/2024 → 03/2025
    Mgo Oneseven Dba Aim Wealth Management Group, Llc
    Beachwood, OH
  • 04/2025 → Present
    Six Wands Collective
    Bakersfield, CA
  • 12/2025 → Present
    Pacific Point Wealth Management, Llc
    Oceanside, CA
Previous Registrations
  • 2024-05-17 → 2025-08-12
    Oneseven
    Beachwood, OH
    Bakersfield, CA
  • 2022-05-10 → 2024-05-17
    X Advisors, Llc
    Bakersfield, CA
    Santa Maria, CA
  • 2019-04-05 → 2022-05-10
    Edward Jones
    Bakersfield, CA
    St Louis, MO
    Bakersfield, CA
    Bakersfield, CA
    Bakersfield, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-04
S63 Uniform Securities Agent State Law Examination 2015-12-03
  • S66 Uniform Combined State Law Examination
    2019-04-04
  • S63 Uniform Securities Agent State Law Examination
    2015-12-03
Other Names
  • James Curran
  • James Curran

View on SEC IAPD

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Other Offices

INTELLIGENCE DRIVEN ADVISERS, LLC · CARLSBAD, CA
COTTINGHAM MANAGEMENT COMPANY, LLC · CARLSBAD, CA
CORONADO INVESTMENT ADVISORS, LLC · CARLSBAD, CA
FINANCIAL PLANNING SOLUTIONS, INC. · CARLSBAD, CA
PFS INVESTMENTS INC. · CARLSBAD, CA
COMMONWEALTH FINANCIAL NETWORK · CARLSBAD, CA
FRANK FINANCIAL ADVISORS · CARLSBAD, CA
LPL FINANCIAL LLC · CARLSBAD, CA

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