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GI

Gerald C. Isle

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CRD#: 255566
GI

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 Clyde Isle, who also goes by Jerry Isle, was a registered financial professional .

Gerald is a previously registered financial professional and started their career in finance in 1970. Gerald had worked at 14 firms and has passed the Series 1 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jerry Isle

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

November 22, 2011 - June 5, 2012

R.W. TOWT & ASSOCIATES

BD
CRD#: 128837
SAN DIEGO, CA
Past

February 26, 2007 - November 17, 2009

MACARTHUR STRATEGIES, INC.

BD
CRD#: 20678
IRVINE, CA
Past

June 3, 2003 - October 4, 2004

JAMES HAROLD GOODE, JR.

BD
CRD#: 16334
SAN CLEMENTE, CA
Past

February 1, 2001 - December 4, 2001

WESTAMERICA INVESTMENT GROUP

BD
CRD#: 6626
SCOTTSDALE, AZ
Past

November 5, 1988 - July 26, 1999

EQUITY PROGRAMS CORPORATION

BD
CRD#: 6100
SAN DIEGO, CA
Past

June 1, 1987 - July 25, 1988

WESTMARK SECURITIES CORPORATION

BD
CRD#: 16709
Past

April 18, 1986 - January 15, 1987

WESTMARK SECURITIES CORPORATION

BD
CRD#: 16709
Past

August 18, 1980 - May 14, 1986

EQUITY PROGRAMS CORPORATION

BD
CRD#: 6100
Past

January 29, 1980 - August 7, 1980

MF GLOBAL INC.

BD
CRD#: 6731
Past

January 18, 1978 - April 1, 1980

LOEB PARTNERS

BD
CRD#: 7534
Past

December 9, 1977 - January 18, 1978

HORNBLOWER, WEEKS, NOYES & TRASK INCORPORATED

BD
CRD#: 7394
Past

November 17, 1976 - December 25, 1977

SHEARSON HAYDEN STONE INC.

BD
CRD#: 7295
Past

March 5, 1976 - November 17, 1976

SHEARSON HAYDEN STONE INC.

BD
CRD#: 6774
Past

July 23, 1974 - March 18, 1976

EQUITY PROGRAMS CORPORATION

BD
CRD#: 6100
Past

August 2, 1973 - October 12, 1974

FRED MARTIN & CO.

BD
CRD#: 2674
Past

May 9, 1973 - July 22, 1973

UNITY SECURITIES CORPORATION

BD
CRD#: 845
Past

April 10, 1970 - May 22, 1973

PACIFIC WESTERN SECURITIES INC

BD
CRD#: 1000004

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


General Industry/Product Exam
RR
Series 1
Date: 7/12/1965
Registered Representative Examination

Current Firm


RT
R.W. TOWT & ASSOCIATES
R.W. TOWT & ASSOCIATES

CRD#: 128837 / SEC#: , 8-66182

BD
Cancelled by SEC on 08/12/2014
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 01/08/2002
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
TOWT, RICHARD WARRENPRESIDENT, CFO, DIR.CCO448621
MICHAUD, MICHAEL PATRICKGENERAL SECURITIES PRINCIPAL, MUNICIPAL SECURITIES PRINCIPAL863917

Disclosures


Regulatory Event8
Arbitration1

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


R.W. TOWT & ASSOCIATES

CRD#: 128837

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