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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)24 years in industry

JOSHUA HOLDEN TURLEY

Advisor at WELLS FARGO ADVISORS

IRVINE, CA | RENO, NV

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Search this name across graphsid dfx:ria:9dc564ce-15cf-e293-19df-ef76653f7645

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 20, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WELLS FARGO ADVISORS
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 29, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Jul 29, 2002
First registration: Nov 20, 2002
Dual registered: yes, broker-dealer
Other names: JOSHUA TURLEY
IAPD individual key: 4532507

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WELLS FARGO ADVISORS	Wirehouse	Oct 9, 2014	n/a	yes	IRVINE, CA\|RENO, NV	Current employment
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	May 29, 2007	Oct 17, 2014	no	IRVINE, CA\|SAN JOSE, CA\|Fountain Valley, CA\|IRVINE, CA\|Anaheim, CA\|San Antonio, TX\|Fountain Valley, CA\|YORBA LINDA, CA\|PLACENTIA, CA\|IRVINE, CA\|SAN FRANCISCO, CA\|Anaheim, CA\|IRVINE, CA\|ANAHEIM, CA	Previous registration
CITICORP INVESTMENT SERVICES	n/a	Jun 16, 2003	May 29, 2007	no	ANAHEIM, CA\|ANAHEIM, CA	Previous registration
MORGAN STANLEY DW INC.	n/a	Nov 20, 2002	Jun 9, 2003	no	SANTA ANA, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CITIGROUP GLOBAL MARKETS INC.	WELLS FARGO ADVISORS	Oct 17, 2014	Oct 9, 2014	-8	Firm change	Other
CITICORP INVESTMENT SERVICES	CITIGROUP GLOBAL MARKETS INC.	May 29, 2007	May 29, 2007	0	Bulk transfer	Other
MORGAN STANLEY DW INC.	CITICORP INVESTMENT SERVICES	Jun 9, 2003	Jun 16, 2003	7	Firm change	Other

Relationships

Registered with (4)

→ WELLS FARGO ADVISORSRegistered adviserregistration: current employment
Oct 9, 2014 to presentfactForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
May 29, 2007 to Oct 17, 2014factForm ADV
→ CITICORP INVESTMENT SERVICESRegistered adviserregistration: previous registration
Jun 16, 2003 to May 29, 2007factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Nov 20, 2002 to Jun 9, 2003factForm ADV

Dated events

No dated event names this entity yet.