Gerald B. Gill
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 Burch Gill JR, who also goes by Jerry Gill, was a registered financial professional .
Gerald is a previously registered financial professional and started their career in finance in 1990. Gerald had worked at 13 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 27, 2012 - March 18, 2020
M. J. SMITH AND ASSOCIATES
May 10, 2012 - December 31, 2012
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
May 7, 2012 - September 18, 2019
RAYMOND JAMES FINANCIAL SERVICES, INC.
March 29, 2012 - April 16, 2012
MSEC, LLC
January 10, 2011 - April 13, 2012
MARINER WEALTH
May 24, 2010 - May 26, 2011
CBIZ WEALTH MANAGEMENT, LLC
January 7, 2008 - May 27, 2011
CBIZ FINANCIAL SOLUTIONS, INC.
January 7, 2008 - March 30, 2012
CBIZ FINANCIAL SOLUTIONS, INC.
January 30, 2006 - May 15, 2007
FIRST CITIZENS INVESTOR SERVICES, INC.
January 30, 2006 - May 15, 2007
FIRST CITIZENS INVESTOR SERVICES, INC.
February 26, 2004 - May 2, 2005
LINCOLN FINANCIAL DISTRIBUTORS, INC.
February 26, 2004 - May 2, 2005
LINCOLN FINANCIAL DISTRIBUTORS, INC.
July 16, 2002 - February 24, 2004
WELLS FARGO INVESTMENTS, LLC
July 16, 2002 - February 24, 2004
WELLS FARGO INVESTMENTS, LLC
January 1, 1999 - July 9, 2002
AMERIPRISE FINANCIAL SERVICES, LLC
August 15, 1991 - July 9, 2002
IDS LIFE INSURANCE COMPANY
August 15, 1991 - July 9, 2002
AMERIPRISE FINANCIAL SERVICES, LLC
February 14, 1990 - July 23, 1991
PFS INVESTMENTS INC.
State Registrations and Notice Filings
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Exams
Current Firm
M. J. SMITH AND ASSOCIATES
CRD#: 110919 / SEC#: 801-19409
Contact information
Red Flags
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