Patricia K. Gerhardt
Professional summary
Patricia Kathleen Gerhardt, who also goes by Patricia Kathleen Eger, is a registered financial professional currently at BANKERS LIFE SECURITIES, INC. located in Mount Laurel, New Jersey.
Patricia is registered as a RR (Registered Representative) and started their career in finance in 1990. Patricia has worked at 7 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Patricia Kathleen Gerhardt's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 12, 2016 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 1000 Atrium Way Suite 100, Mount Laurel, NJ 08054April 12, 2002 - October 21, 2016
AVANTAX INVESTMENT SERVICES, INC.
June 17, 1999 - February 22, 2002
CONSECO SECURITIES, INC.
December 11, 1995 - March 19, 1999
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
December 11, 1995 - March 19, 1999
OSAIC FA, INC.
September 24, 1992 - October 9, 1995
HORNOR, TOWNSEND & KENT, LLC
December 12, 1990 - September 17, 1992
WADDELL & REED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/13/2024)
(10/12/2016)
(2/7/2023)
(10/12/2016)
(10/12/2016)
(10/12/2016)
Exams
FINRA
Current Firm
BANKERS LIFE SECURITIES, INC.
CRD#: 173962 / SEC#: , 8-69562
Contact information
FINRA licenses (52 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CDOC, INC. | PARENT COMPANY | |
| GOLDBERG, SCOTT LOUIS | BOARD MEMBER | 5296395 |
| HEILMAN, CHERYL LYNN | PRESIDENT/CEO/DIRECTOR | 2114445 |
| JOSEPHSON, STEVEN M | COO, DIRECTOR | 2239540 |
| KELLY, BRETT J | DIRECTOR, BLS OPERATIONS | 4818868 |
| LAMSON, MARK LEE | DIRECTOR OF SALES PRACTICE | 1796166 |
| MCDONOUGH, PAUL H | BOARD MEMBER | 7089411 |
| ROBERTS, ALBERTA STEPHENS | CHIEF COMPLIANCE OFFICER/ SECRETARY | 2681068 |
| TUCKER, CLARK BOMAR | FINOP | 1977842 |
Disclosures
| Regulatory Event | 1 |
| Civil Event | 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.
