GERARD STEPHEN DIAZ is an investment adviser representative (IAR) with state registration records since 2020, appearing at 5 firms. Currently registered with WELLS FARGO CLEARING SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WELLS FARGO CLEARING SERVICES, LLC | 2025-11-19 | present | Yes |
| BFC PLANNING, INC. | 2025-06-12 | 2025-11-12 | — |
| TLG ADVISORS, INC. | 2024-10-31 | 2025-03-13 | — |
| CHARLES SCHWAB & CO., INC. | 2022-03-30 | 2024-10-15 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2020-06-12 | 2022-01-26 | — |