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RIA / WealthAdvisor24 years in industry

Pierre Jacques Gendreau

Advisor at CAPO CREEK FINANCIAL SOLUTIONS

SAN CLEMENTE, CA

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Search this name across graphsid dfx:ria:c6503e62-f25d-b6fc-d694-e61bb1f25663

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Jan 29, 2004 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: CAPO CREEK FINANCIAL SOLUTIONS
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 7, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Sep 7, 2002
First registration: Jan 29, 2004
Dual registered: no
Other names: PIERRE JACQUES GENDREAU|Pierre Gendreau|Pierre J Gendreau
IAPD individual key: 4335205

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
CAPO CREEK FINANCIAL SOLUTIONS	State registered	May 22, 2025	n/a	yes	SAN CLEMENTE, CA	Current employment
CAPO CREEK FINANCIAL SOLUTIONS	State registered	Oct 21, 2024	May 19, 2025	no	SAN CLEMENTE, CA	Previous registration
FISCHER INVESTMENT STRATEGIES, LLC	Independent wealth	Sep 29, 2021	Apr 12, 2024	no	San Clemente, CA\|WESTLAKE VILLAGE, CA	Previous registration
CAPO CREEK FINANCIAL SOLUTIONS	State registered	Mar 16, 2021	Jan 5, 2022	no	SAN CLEMENTE, CA	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Jul 28, 2010	Jan 18, 2011	no	SAN CLEMENTE, CA\|MISSION VIEJO, CA\|SAN CLEMENTE, CA	Previous registration
COMPAK ASSET MANAGEMENT	Independent wealth	Jan 29, 2004	Feb 24, 2004	no	IRVINE, 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
FISCHER INVESTMENT STRATEGIES, LLC	CAPO CREEK FINANCIAL SOLUTIONS	Apr 12, 2024	Oct 21, 2024	192	Firm change	RIA to state RIA
CAPO CREEK FINANCIAL SOLUTIONS	FISCHER INVESTMENT STRATEGIES, LLC	Jan 5, 2022	Sep 29, 2021	-98	Firm change after gap	Other
CHASE INVESTMENT SERVICES CORP.	CAPO CREEK FINANCIAL SOLUTIONS	Jan 18, 2011	Mar 16, 2021	3,710	Firm change after gap	Other
COMPAK ASSET MANAGEMENT	CHASE INVESTMENT SERVICES CORP.	Feb 24, 2004	Jul 28, 2010	2,346	Firm change after gap	Other

Relationships

Registered with (4)

→ CAPO CREEK FINANCIAL SOLUTIONSRegistered adviserregistration: previous registration
Oct 21, 2024 to May 19, 2025factForm ADV
→ FISCHER INVESTMENT STRATEGIES, LLCRegistered adviserregistration: previous registration
Sep 29, 2021 to Apr 12, 2024factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Jul 28, 2010 to Jan 18, 2011factForm ADV
→ COMPAK ASSET MANAGEMENTRegistered adviserregistration: previous registration
Jan 29, 2004 to Feb 24, 2004factForm ADV

Dated events

Occurred
Apr 12, 2024
Advisor changed firm
Pierre Jacques Gendreau left Fischer Investment Strategies, Llc for Capo Creek Financial Solutions (registered 2024-10-21)
Form ADVobserved 6 days ago
Occurred
Jan 5, 2022
Advisor changed firm
Pierre Jacques Gendreau left Capo Creek Financial Solutions for Fischer Investment Strategies, Llc (registered 2021-09-29)
Form ADVobserved 6 days ago