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Baron Thomas Willis

Chelsea Advisory Services, Inc

Alpine, CA

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Current Employers
Chelsea Advisory Services, Inc

242 Main Street, Staten Island, NY 10307 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2022-03-09
TX RA APPROVED 2017-09-22
CA RA APPROVED 2017-06-19
  • OR RA
    APPROVED
    Since 2022-03-09
  • TX RA
    APPROVED
    Since 2017-09-22
  • CA RA
    APPROVED
    Since 2017-06-19

Branch Locations

1931 Boulders Lane, Alpine, CA 91901 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Hartley Cylke Pacific San Diego CA 05/2003 Present
Chelsea Financial Services Staten Island NY 08/2016 Present
  • 05/2003 → Present
    Hartley Cylke Pacific
    San Diego, CA
  • 08/2016 → Present
    Chelsea Financial Services
    Staten Island, NY
Previous Registrations
  • 2012-05-14 → 2016-02-18
    Monticello Investment Services, Inc.
    Neosho, MO
    Alpine, CA
  • 2009-07-13 → 2011-11-30
    Scf Investment Advisors, Inc.
    Fresno, CA
Other Businesses

HARTLEY CYLKE PACIFIC - FIXED LIFE INSURANCE AGENT ALPINE FIRE PROTECTION DISTRICT - ALPINE FIRE BOARD DIRECTOR SAN DIEGO LAFCO (COUNTY OF SAN DIEGO) - COMMISSIONER WILLIS INSURANCE & FINANCIAL SERVICES - OWNER/140 HRS PER MONTH/COMMISSION/ NON INVESTMENT RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-06-24
S63 Uniform Securities Agent State Law Examination 1996-08-28
  • S65 Uniform Investment Adviser Law Examination
    2009-06-24
  • S63 Uniform Securities Agent State Law Examination
    1996-08-28
Other Names
  • Barry Willis

View on SEC IAPD

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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BRECKINRIDGE CAPITAL ADVISORS INC
CHANDLER ASSET MANAGEMENT INC
CORRELATION MANAGEMENT, LLC
FORWARD VENTURES SERVICES, LLC

Other Investors

Alexa Paige Cammarano
STEVEN SCOTT SIMPSON
PARKER A BUSH
IAN HILL
Garrett Louis Heine
STEVEN OSTROWSKI
Elizabeth Kelly
Elliana Graham

Other Offices

COASTEDGE PARTNERS, LLC · SAN DIEGO, CA
WELLS FARGO CLEARING SERVICES, LLC · SAN DIEGO, CA
AMERIPRISE FINANCIAL SERVICES, LLC · San Diego, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SAN DIEGO, CA
WELLS FARGO CLEARING SERVICES, LLC · SAN DIEGO, CA
BRECKINRIDGE CAPITAL ADVISORS INC · SAN DIEGO, CA
CHANDLER ASSET MANAGEMENT INC · SAN DIEGO, CA
CORRELATION MANAGEMENT, LLC · SAN DIEGO, CA

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