Theodora Davis Gotard

CRD 2483141 · Wells Fargo Advisors · Mclean, VA

IA RegisteredBroker

Also appears in the source record as: Terry Fox Davis; Theodora F Davis; Theodora Fox Davis; Terry Lynn Fox; Theodora Lynn Fox; Terry Gotard

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): SIESeries 7Series 10Series 9Series 65Series 63
Registered states (26): California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Kentucky · Maryland · Massachusetts · Missouri · New Hampshire · New Jersey · New York · North Carolina · Ohio · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Vermont · Virginia · Washington · West Virginia · Wyoming
Years in the industry (source record): 29
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Wells Fargo Advisors
Firm CRD: 19616
SEC number: 801-37967
Assets under management: $671.4B as of Jun 23, 2026
Website: www.twitter.com/WFINVESTING ↗
Phone: 314-875-3000
Firm location: St. Louis, MO, 63103-2205

Employment history (8)

From the source registration record · current first

Wells Fargo AdvisorsCurrent
Mclean, VA · IA capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Mclean, VA · BC capacity

start not retrieved → present
Wells Fargo Advisors Financial Network, LLC
Mclean, VA · BC capacity

Jun 24, 2013 → Feb 7, 2022
Wells Fargo Advisors Financial Network, LLC
Mclean, VA · IA capacity

Jun 14, 2013 → Feb 7, 2022
Morgan Stanley Smith Barney LLC
Mclean, VA · IA capacity

Jun 1, 2009 → Sep 13, 2011
Morgan Stanley Smith Barney
Mclean, VA · BC capacity

Jun 1, 2009 → Sep 13, 2011
Citigroup Global Markets Inc.
Mclean, VA · IA capacity

Jul 30, 2008 → Jun 1, 2009
Citigroup Global Markets Inc.
Mclean, VA · BC capacity

Apr 6, 1995 → Jun 1, 2009

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 2483141 ↗ FINRA BrokerCheck record for CRD 2483141 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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