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Detailed Report
TERRANCE JOSEPH BLANCHARD
CRD#: 1424373
IA
Investment Adviser
B
Broker
WELLS FARGO ADVISORSCRD#: 19616 27201 PUERTA REAL
STE 220
MISSION VIEJO, CA 92691
Registration History
1985199019952000200520102015202020252 FIRMS2003 - 2007 (4 years)2 FIRMS2007 - 2009 (1 year)2 FIRMS2009 - Present (16 years)BUBS PAINEWEBBER INC. (CRD# 8174)1994 - 2002 (8 years)BMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)1985 - 1994 (8 years)IAUBS PAINEWEBBER INC. (CRD# 8174)1997 - 2002 (5 years)
License(s)

State Registrations

B
Arizona 1/30/2009
B
Montana 11/7/2022
B
California 1/30/2009
B
Nebraska 4/30/2021
IA
California 2/3/2009
B
Nevada 1/30/2009
B
Colorado 1/30/2009
B
New York 11/16/2018
B
Florida 1/30/2009
B
Oregon 8/19/2013
B
Georgia 6/9/2022
B
Pennsylvania 1/30/2009
B
Hawaii 1/30/2009
B
Texas 4/8/2014
B
Idaho 6/23/2021
IA
Texas 4/14/2014
B
Kentucky 3/30/2022
B
Utah 7/19/2013
B
Missouri 3/30/2022
B
Washington 3/5/2025

SRO Registrations

B
 Cboe Exchange, Inc.
B
 FINRA
B
 NYSE American LLC
B
 Nasdaq PHLX LLC
B
 Nasdaq Stock Market
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
WELLS FARGO ADVISORS (CRD#:19616)
27201 PUERTA REAL STE 220, MISSION VIEJO, CA 92691
Registered with this firm since 2/3/2009
B
WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616)
27201 PUERTA REAL STE 220, MISSION VIEJO, CA 92691
Registered with this firm since 1/30/2009
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 04/02/2007 - 02/09/2009 MORGAN STANLEY & CO. INCORPORATED (CRD#:8209) IRVINE, CA
B
 04/02/2007 - 02/09/2009 MORGAN STANLEY & CO. INCORPORATED (CRD#:8209) IRVINE, CA
IA
 01/14/2003 - 04/02/2007 MORGAN STANLEY (CRD#:7556) IRVINE, CA
B
 01/14/2003 - 04/02/2007 MORGAN STANLEY DW INC. (CRD#:7556) IRVINE, CA
IA
 07/08/1997 - 12/20/2002 UBS PAINEWEBBER INC. (CRD#:8174) MISSION VIEJO, CA
B
 09/23/1994 - 12/20/2002 UBS PAINEWEBBER INC. (CRD#:8174) WEEHAWKEN, NJ
B
 11/19/1985 - 09/30/1994 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) NEW YORK, NY
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.