Gerald F. Kirby
Professional summary
Gerald Francis Kirby, who also goes by Jerry Kirby, is a registered financial professional currently at WILSON-DAVIS & CO., INC. located in Salt Lake City, Utah.
Gerald is registered as a RR (Registered Representative) and started their career in finance in 1985. Gerald has worked at 9 firms and has passed the Series 63, Series 79TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Gerald Francis Kirby's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 28, 2022 - Present
WILSON-DAVIS & CO., INC.
Office #1: 236 South Main Street, Salt Lake City, UT 84101-2104October 14, 2021 - February 23, 2022
SUTTER SECURITIES INCORPORATED
February 2, 2021 - February 23, 2022
BOUSTEAD SECURITIES, LLC
January 2, 2019 - January 2, 2021
CAMBRIA CAPITAL, LLC
October 30, 2009 - December 3, 2015
CAPITAL FINANCIAL SERVICES, INC.
June 14, 1995 - December 31, 2018
SPENCER EDWARDS, INC.
October 7, 1994 - June 14, 1995
INTERFIRST CAPITAL CORPORATION
June 16, 1992 - October 7, 1994
TAMARON INVESTMENTS, INC.
June 9, 1992 - June 24, 1992
SPENCER EDWARDS, INC.
November 20, 1985 - June 8, 1992
J. W. GANT & ASSOCIATES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/14/2023)
(2/28/2022)
(2/28/2022)
(5/30/2024)
(2/28/2022)
(4/3/2024)
(5/11/2022)
(12/26/2024)
(12/26/2024)
(12/26/2024)
(5/19/2022)
(6/20/2023)
(12/26/2024)
(4/1/2024)
(7/26/2022)
(4/1/2022)
(12/26/2024)
(3/1/2023)
(12/26/2024)
(12/26/2024)
(12/26/2024)
(12/26/2024)
(12/26/2024)
(2/28/2022)
(9/27/2023)
(12/16/2024)
(4/1/2022)
(10/28/2025)
(10/12/2022)
(10/14/2024)
Exams
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationFINRA
NYSE Arca, Inc.
Nasdaq Stock Market
Current Firm
WILSON-DAVIS & CO., INC.
CRD#: 3777 / SEC#: , 8-14299
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
Disclosures
| Regulatory Event | 57 |
| Arbitration | 1 |
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
WILSON-DAVIS & CO., INC.
CRD#: 3777Salt Lake City, UT 84101-2104TRUST BUT VERIFY
Monitor Gerald Kirby
Get automatic monthly alerts on:
