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Registered advisor
G••• G• T•••••••
Feed of 09/14/2026
Also filed as G••• Gerald T•••••••
At current firm
11 y
since Mar 5, 2015
In the industry
18 y
since Jun 3, 2008 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
7
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- V•••• F•••••••• A•••••••• I••• BD affiliated currentsince Mar 5, 2015 · Atlanta, Ga
- P•• W••••• M••••••••• BD affiliatedDec 11, 2012 to Mar 2, 2015 · Opelika, Al
- V•••• F•••••••• A•••••••• I••• BD affiliatedJun 4, 2008 to Aug 16, 2012 · Atlanta, Ga
Moves
a registration end followed by a registration begin elsewhere
- P•• W••••• M••••••••• to V•••• F•••••••• A•••••••• I•••left Mar 2, 2015, registered Mar 5, 2015 (3 days) · Other
- V•••• F•••••••• A•••••••• I••• to P•• W••••• M•••••••••left Aug 16, 2012, registered Dec 11, 2012 (117 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address