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Detailed Report
TERRY GEORGIANA BARBER
TERRY G LAWRENCE, TERRY GEORGIANA LEIBORITZ, TERRY G LEIBOVITZ, TERRY GEORGIANA LEIBOVITZ, GEORGIANA THERESA SCHRODER
CRD#: 5494428
IA
Investment Adviser
B
Broker
WELLS FARGO ADVISORSCRD#: 19616 2425 E CAMELBACK RD
STE 1050
PHOENIX, AZ 85016
Registration History
201020122014201620182020202220242026IAWELLS FARGO ADVISORS (CRD# 19616)2010 - Present (15 years)BWELLS FARGO CLEARING SERVICES, LLC (CRD# 19616)2009 - Present (15 years)
License(s)

State Registrations

B
Alabama 10/24/2016
B
Nebraska 1/27/2016
B
Alaska 7/16/2021
B
Nevada 10/13/2015
B
Arizona 2/17/2010
B
New Hampshire 10/13/2015
B
Arkansas 10/13/2015
B
New Jersey 6/19/2014
B
California 2/2/2011
IA
New Mexico 2/17/2010
B
Colorado 4/11/2011
B
New Mexico 6/25/2014
B
Connecticut 1/27/2016
B
New York 6/19/2014
B
Delaware 4/26/2021
B
North Carolina 6/20/2014
B
District of Columbia 11/23/2022
B
North Dakota 7/5/2022
B
Florida 6/19/2014
B
Ohio 10/14/2015
B
Georgia 10/13/2015
B
Oklahoma 5/18/2016
B
Hawaii 5/13/2015
B
Oregon 6/19/2014
B
Idaho 10/13/2015
B
Pennsylvania 6/19/2014
B
Illinois 6/19/2014
B
Rhode Island 6/1/2021
B
Indiana 6/19/2014
B
South Carolina 1/31/2018
B
Iowa 10/28/2016
B
South Dakota 1/25/2023
B
Kansas 9/20/2021
B
Tennessee 6/19/2014
B
Kentucky 1/22/2016
B
Texas 6/19/2014
B
Maine 1/25/2023
IA
Texas 10/14/2016
B
Maryland 1/3/2020
B
Utah 6/19/2014
B
Massachusetts 6/19/2014
B
Vermont 9/20/2021
B
Michigan 6/19/2014
B
Virginia 1/27/2016
B
Minnesota 6/19/2014
B
Washington 6/19/2014
B
Mississippi 7/29/2022
B
Wisconsin 5/13/2015
B
Missouri 6/19/2014
B
Wyoming 10/29/2015
B
Montana 10/13/2015

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)
2425 E CAMELBACK RD STE 1050, PHOENIX, AZ 85016
Registered with this firm since 2/17/2010
B
WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616)
2425 E CAMELBACK RD STE 1050, PHOENIX, AZ 85016
Registered with this firm since 11/27/2009
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.