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

Berge H. Kevorkian

Some features on this profile are disabled
CRD#: 268813
BK

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.

Berge Haig Kevorkian was a registered financial professional .

Berge is a previously registered financial professional and started their career in finance in 1970. Berge had worked at 7 firms and has passed the Series 63, Series 3, Series 1, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

July 19, 1994 - June 15, 2012

GBS FINANCIAL CORP.

BD
CRD#: 16906
SANTA ROSA, CA
Past

May 11, 1982 - June 30, 1994

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

September 12, 1981 - May 4, 1982

C. L. MCKINNEY & CO., INC.

BD
CRD#: 2735
Past

April 7, 1980 - August 29, 1984

INVESTORS FINANCIAL SERVICES, INCORPORATED

BD
CRD#: 7539
Past

September 13, 1979 - April 25, 1980

M. S. WIEN & CO., INC.

BD
CRD#: 541
Past

June 23, 1978 - October 14, 1979

INVESTORS FINANCIAL SERVICES, INCORPORATED

BD
CRD#: 7539
Past

January 13, 1971 - June 17, 1981

INVESTORS FINANCIAL SERVICES, INC.

BD
CRD#: 438
Past

July 2, 1970 - February 25, 1971

MITCHUM JONE & TEMPLETON INC

BD
CRD#: 1000002

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: 2/15/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 8/29/1966
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


GF
GBS FINANCIAL CORP.
GBS ADVISORS | GBS FINANCIAL CORPORATION | GBS FINANCIAL CORP.

CRD#: 16906 / SEC#: 801-60744, 8-34631

BD
Terminated by SEC on 02/11/2014
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
California since 07/23/1985
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

Direct owners and executive officers


NamePositionCRD#
GLOISTEN, DONALD GERARDCHIEF EXECUTIVE OFFICER223175
GLOISTEN, GERARD PAULPRESIDENT2579962
KINKADE, STEPHEN ROYFINANCIAL AND OPERATION PRINCIPAL833549
MORRILL, LYNN SUECHIEF COMPLIANCE OFFICER & REGISTERED OPTIONS AND SECURITY FUTURES PRINCIPAL1031518

Disclosures


Regulatory Event1
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


GBS FINANCIAL CORP.

CRD#: 16906

TRUST BUT VERIFY

Monitor Berge Kevorkian

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