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.

Current firm

BRIDGE THE GAP RETIREMENT PLANNERS

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

Jan 7, 2011earliest registration or exam on IAPD

Years in industry

15derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63|S66

First exam

Jan 7, 2011

First registration

Jun 30, 2014

Dual registered

no

IAPD individual key

5825485

• Occurred

  Jun 1, 2022
  Advisor changed firm

  Andrew Thomas Gerhartz left Schwab Wealth Advisory, Inc. for Bridge The Gap Retirement Planners (registered 2022-07-12)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f022e03c-8f5b-efc5-3361-5ae8770eecb3

First observed

Jun 30, 2014

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.