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Clay David Beccue

Presidio Financial Advisors LLC

Santa Barbara, CA

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Current Employers
Presidio Financial Advisors Llc

105 E De La Guerra Street Suite 10, Santa Barbara, CA 93101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-04-13
  • CA RA
    APPROVED
    Since 2021-04-13

Branch Locations

105 E De La Guerra Street Suite 10, Santa Barbara, CA 93101 • 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
Presidio Financial Advisors Llc Santa Barbara CA 01/2021 Present
Jp Morgan Chase & Co. Providence RI 04/2019 12/2020
Unemployed/Part-Time Education Caia Designation Providence RI 04/2018 03/2019
American Riviera Bank Santa Barbara CA 07/2013 03/2018
  • 01/2021 → Present
    Presidio Financial Advisors Llc
    Santa Barbara, CA
  • 04/2019 → 12/2020
    Jp Morgan Chase & Co.
    Providence, RI
  • 04/2018 → 03/2019
    Unemployed/Part-Time Education Caia Designation
    Providence, RI
  • 07/2013 → 03/2018
    American Riviera Bank
    Santa Barbara, CA
Designations
Other Names
  • David Beccue

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA
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SAFEGUARD INVESTMENT ADVISORY GROUP, LLC · Santa Barbara, CA
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