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RIA / WealthAdvisorCertified Financial Planner12 years in industry

Cherry Gayle Laska

Advisor at TRILLIUM WEALTH LLC

WINTER PARK, FL

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Search this name across graphsid dfx:ria:723ca79d-0ffd-3da2-28a5-6749f02c7ff6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: May 2, 2018 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: TRILLIUM WEALTH LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 4
Designations: Certified Financial Planner
Exams: S66
First exam: May 1, 2018
First registration: May 2, 2018
Dual registered: no
Other names: CHERRY G GILCHRIST
IAPD individual key: 2459512

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
TRILLIUM WEALTH LLC	Independent wealth	Apr 30, 2026	n/a	yes	WINTER PARK, FL	Current employment
CAPITAL FINANCIAL SERVICES LLC	Former SEC adviser	Jan 10, 2023	Dec 31, 2023	no	CLIFTON PARK, NY	Previous registration
CWM, LLC	Bd affiliated wealth	Feb 16, 2022	May 1, 2026	no	Winter Park, FL\|Winter Park, FL\|OMAHA, NE\|Clifton Park, NY	Previous registration
MORGAN STANLEY	Wirehouse	May 2, 2018	Feb 22, 2022	no	Orlando, FL	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
CWM, LLC	CAPITAL FINANCIAL SERVICES LLC	May 1, 2026	Jan 10, 2023	-1,207	Firm change after gap	Ibd to RIA
CAPITAL FINANCIAL SERVICES LLC	TRILLIUM WEALTH LLC	Dec 31, 2023	Apr 30, 2026	851	Firm change after gap	RIA to new firm
MORGAN STANLEY	CWM, LLC	Feb 22, 2022	Feb 16, 2022	-6	Firm change	Wirehouse to ibd

Relationships

Registered with (4)

→ TRILLIUM WEALTH LLCRegistered adviserregistration: current employment
Apr 30, 2026 to presentfactForm ADV
→ CWM, LLCRegistered adviserregistration: previous registration
Feb 16, 2022 to May 1, 2026factForm ADV
→ CAPITAL FINANCIAL SERVICES LLCRegistered adviserregistration: previous registration
Jan 10, 2023 to Dec 31, 2023factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
May 2, 2018 to Feb 22, 2022factForm ADV

Dated events

Occurred
May 1, 2026
Advisor changed firm
Cherry Gayle Laska left Cwm, Llc for Capital Financial Services Llc (registered 2023-01-10)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2023
Advisor changed firm
Cherry Gayle Laska left Capital Financial Services Llc for Trillium Wealth Llc (registered 2026-04-30)
Form ADVobserved 4 days ago
Occurred
Feb 22, 2022
Advisor changed firm
Cherry Gayle Laska left Morgan Stanley for Cwm, Llc (registered 2022-02-16)
Form ADVobserved 4 days ago