Peter George Gibson

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 09/2021
  Morgan Stanley Private Bank, National Association
  New York, NY
• 09/2021 → Present
  Wells Fargo Clearing Services, Llc
  Stockton, CA

Previous Registrations

• 2012-02-07 → 2021-09-29
  Morgan Stanley
  Stockton, CA
• 2010-01-08 → 2012-02-14
  Ubs Financial Services Inc.
  Stockton, CA

Other Businesses

GOLDEN BEAR RANCH PROPERTIES, LLC; NOT INV. RELATED; LODI,CA; 10% OWNERSHIP; START DATE 01/01/2009; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; FARM LAND. CIMARRON PARTNERS 1, LP; NOT INV. RELATED; STOCKTON,CA; 49% OWNERSHIP; START DATE 01/01/2006; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; RAW LAND. VERZASCA PROPERTIES, LLC, INVT RELATED, LODI, CA, 50% OWNERSHIP, START DATE 12/28/2022, 0 HRS PER MONTH, 0 HRS DURING TRADING, HOLDING PURCHASED LOTS FOR RESIDENTIAL PROPERTIES.

Exams

• S66 Uniform Combined State Law Examination
  2010-01-07