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Detailed Report
MARY GRETCHEN TAYLOR
GRETCHEN BERNHARDT, MARY GRETCHEN BERNHARDT, GRETCHEN TAYLOR
CRD#: 1834498
IA
Investment Adviser
B
Broker
WELLS FARGO ADVISORSCRD#: 19616 2033 N MAIN ST STE 800
WALNUT CREEK, CA 94596
Registration History
199019952000200520102015202020252 FIRMS2003 - Present (21 years)BPRUDENTIAL SECURITIES INCORPORATED (CRD# 7471)1990 - 2003 (12 years)IAPRUDENTIAL SECURITIES INCORPORATED (CRD# 7471)1998 - 2003 (5 years)
License(s)

State Registrations

B
Alaska 12/14/2021
B
Montana 1/7/2011
B
Arizona 1/7/2011
B
Nebraska 2/11/2021
B
Arkansas 5/23/2023
B
Nevada 1/7/2011
B
California 7/1/2003
B
New Mexico 9/7/2021
IA
California 7/1/2003
B
North Carolina 7/11/2017
B
Colorado 1/7/2011
B
Oklahoma 3/8/2018
B
Florida 1/7/2011
B
Oregon 1/7/2011
B
Georgia 1/7/2011
B
Pennsylvania 12/14/2021
B
Hawaii 7/7/2015
B
South Carolina 1/4/2016
B
Idaho 1/7/2011
B
Tennessee 4/14/2015
B
Kentucky 11/3/2021
B
Texas 1/7/2011
B
Louisiana 6/22/2017
IA
Texas 1/10/2011
B
Massachusetts 7/11/2023
B
Utah 1/7/2011
B
Michigan 1/2/2019
B
Vermont 11/18/2020
B
Minnesota 7/31/2013
B
Washington 1/7/2011
B
Mississippi 5/29/2020
B
Wisconsin 7/25/2013
B
Missouri 3/31/2021
B
Wyoming 8/24/2016

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)
2033 N MAIN ST STE 800, WALNUT CREEK, CA 94596
Registered with this firm since 7/1/2003
B
WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616)
2033 N MAIN ST STE 800, WALNUT CREEK, CA 94596
Registered with this firm since 7/1/2003
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 03/27/1998 - 07/01/2003 PRUDENTIAL SECURITIES INCORPORATED (CRD#:7471) WALNUT CREEK, CA
B
 11/15/1990 - 07/01/2003 PRUDENTIAL SECURITIES INCORPORATED (CRD#:7471) 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.