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Detailed Report
WILBER DALTON GEIGER
CRD#: 2536543
IA
Investment Adviser
B
Broker
WELLS FARGO ADVISORSCRD#: 19616 8410 MARKET ST
1ST FLOOR
LAKEWOOD RANCH, FL 34202
Registration History
19952000200520102015202020252 FIRMS2008 - 2009 (<1 year)2 FIRMS2009 - 2019 (10 years)2 FIRMS2019 - Present (5 years)BMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)1995 - 2008 (13 years)BINVESTMENT MANAGEMENT & RESEAR... (CRD# 6694)1994 - 1994 (<1 year)IAMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)1996 - 2008 (12 years)
License(s)

State Registrations

B
California 6/10/2019
B
New Mexico 6/10/2019
B
Florida 6/10/2019
B
North Carolina 6/10/2019
IA
Florida 6/11/2019
B
Ohio 6/10/2019
B
Georgia 6/10/2019
B
Oregon 6/10/2019
B
Illinois 6/10/2019
B
Pennsylvania 6/10/2019
B
Indiana 6/10/2019
B
South Carolina 6/10/2019
B
Kentucky 12/12/2023
B
Tennessee 10/14/2020
B
Maryland 6/10/2019
B
Texas 6/10/2019
B
Michigan 6/10/2019
IA
Texas 6/10/2019
B
Minnesota 6/10/2019
B
Washington 4/13/2023
B
New Jersey 10/9/2024

SRO Registrations

B
 Cboe BZX Exchange, Inc.
B
 Cboe Exchange, Inc.
B
 FINRA
B
 NYSE American LLC
B
 NYSE Arca, Inc.
B
 NYSE Chicago, Inc.
B
 Nasdaq GEMX, LLC
B
 Nasdaq ISE, 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)
8410 MARKET ST 1ST FLOOR, LAKEWOOD RANCH, FL 34202
Registered with this firm since 6/10/2019
B
WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616)
8410 MARKET ST 1ST FLOOR, LAKEWOOD RANCH, FL 34202
Registered with this firm since 6/10/2019
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 06/01/2009 - 06/12/2019 MORGAN STANLEY (CRD#:149777) BRADENTON, FL
B
 06/01/2009 - 06/12/2019 MORGAN STANLEY (CRD#:149777) BRADENTON, FL
IA
 11/14/2008 - 06/01/2009 MORGAN STANLEY & CO. INCORPORATED (CRD#:8209) BRADENTON, FL
B
 11/14/2008 - 06/01/2009 MORGAN STANLEY & CO. INCORPORATED (CRD#:8209) BRADENTON, FL
IA
 02/18/1996 - 11/17/2008 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) BRADENTON, FL
B
 02/02/1995 - 11/17/2008 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) BRADENTON, FL
B
 10/05/1994 - 11/22/1994 INVESTMENT MANAGEMENT & RESEARCH, INC (CRD#:6694) ST. PETERSBURG, FL
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.