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Gerardo Garcia

Confianza Wealth Management

Vista, CA

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Current Employers
Confianza Wealth Management

Vista, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-04-19
  • CA RA
    APPROVED
    Since 2024-04-19

Branch Locations

Vista, CA • 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
Pruco Securities Llc San Diego CA 04/2020 07/2020
World Financial Group Carlsbad CA 02/2018 03/2020
United States Marine Corps Camp Pendleton CA 08/2012 12/2019
Bdt & Associates, Inc. Temecula CA 08/2022 12/2023
Bdt & Associates, Inc. Temecula CA 12/2021 12/2023
Bdt & Associates, Inc. San Diego CA 06/2020 11/2021
Confianza Wealth Management Llc Carlsbad CA 02/2024 Present
  • 04/2020 → 07/2020
    Pruco Securities Llc
    San Diego, CA
  • 02/2018 → 03/2020
    World Financial Group
    Carlsbad, CA
  • 08/2012 → 12/2019
    United States Marine Corps
    Camp Pendleton, CA
  • 08/2022 → 12/2023
    Bdt & Associates, Inc.
    Temecula, CA
  • 12/2021 → 12/2023
    Bdt & Associates, Inc.
    Temecula, CA
  • 06/2020 → 11/2021
    Bdt & Associates, Inc.
    San Diego, CA
  • 02/2024 → Present
    Confianza Wealth Management Llc
    Carlsbad, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-31
  • S65 Uniform Investment Adviser Law Examination
    2022-08-31
Designations
Other Names
  • Gerardo Garcia
  • Gerardo Garcia

View on SEC IAPD

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