AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
GC

Gerald G. Cobb

Some features on this profile are disabled
CRD#: 1076116
GC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gerald Glenn Cobb, who also goes by Glenn Cobb, was a registered financial professional .

Gerald is a previously registered financial professional and started their career in finance in 1982. Gerald had worked at 11 firms and has passed the Series 63, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Glenn Cobb

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 2, 2005 - August 1, 2005

USALLIANZ SECURITIES, INC.

BD
CRD#: 40875
MINNEAPOLIS, MN
Past

February 9, 2002 - May 4, 2005

PARKLAND SECURITIES, LLC

BD
CRD#: 115368
ANN ARBOR, MI
Past

October 5, 2001 - February 9, 2002

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA
Past

July 23, 1997 - October 4, 2001

INTERVEST INTERNATIONAL EQUITIES CORPORATION

BD
CRD#: 20289
COLORADO SPRINGS, CO
Past

June 5, 1997 - June 27, 1997

INTERVEST INTERNATIONAL EQUITIES CORPORATION

BD
CRD#: 20289
Past

July 12, 1995 - June 5, 1997

MARINER FINANCIAL SERVICES, INC.

BD
CRD#: 8292
LARGO, FL
Past

September 18, 1992 - February 21, 1994

G. R. PHELPS & CO., INC.

BD
CRD#: 173
Past

October 19, 1988 - July 7, 1995

INTERVEST INTERNATIONAL EQUITIES CORPORATION

BD
CRD#: 20289
COLORADO SPRINGS, CO
Past

February 23, 1987 - October 31, 1988

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

April 2, 1986 - May 22, 1990

EASTBROKERS NORTH AMERICA, INC.

BD
CRD#: 10673
NEW YORK, NY
Past

March 1, 1985 - May 6, 1986

USLIFE EQUITY SALES CORP.

BD
CRD#: 7962
Past

August 28, 1984 - April 17, 1986

ADVANTAGE CAPITAL CORPORATION

BD
CRD#: 146
Past

December 6, 1982 - August 6, 1984

NYLIFE SECURITIES LLC

BD
CRD#: 5167

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 1/21/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


US
USALLIANZ SECURITIES, INC.
LIFEUSA SECURITIES INC | USALLIANZ SECURITIES, INC. | LIFEUSA SECURITIES, INC.

CRD#: 40875 / SEC#: , 8-49216

BD
Terminated by SEC on 02/18/2007
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Minnesota since 02/15/1996
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICASHAREHOLDER
HOWELL, RUTH ANNETTECHIEF COMPLIANCE OFFICER, COMPLIANCE REGISTERED OPTIONS PRINCIPAL
INGERSOLL, THADDEUS WINTHROP IIICOMPLIANCE MANAGER, SENIOR REGISTERED OPTIONS PRINCIPAL2616975
JORGENSEN, MICHAEL JAMESPRESIDENT2676329
REITAN, EMILY SUZANNECHIEF FINANCIAL OFFICER & TREASURER5209812
VITIELLO, VINCENT GERARDCHAIRMAN OF THE BOARD1059845

Disclosures


Regulatory Event3

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


USALLIANZ SECURITIES, INC.

CRD#: 40875

TRUST BUT VERIFY

Monitor Gerald Cobb

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics