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DG

David E. Gearring

GOLDBLOOM WEALTH MANAGEMENT LLC
Mercer Island, WA 98040
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CRD#: 4171046
DG

Professional summary


David Elliott Gearring JR., who also goes by David Gearing, David Elliott Gearring, is a registered financial advisor currently at GOLDBLOOM WEALTH MANAGEMENT LLC located in Mercer Island, Washington.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. David has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


David Gearing | David Elliott Gearring

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) - RIA


Click below to view David Elliott Gearring JR.'s CRS (Customer Relationship Summary).

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


Current

January 26, 2021 - Present

GOLDBLOOM WEALTH MANAGEMENT LLC

Office #1: 7900 Se 28th Street Suite 500, Mercer Island, WA 98040
RIA
CRD#: 153678
Mercer Island, WA
Past

June 23, 2009 - August 19, 2016

E*TRADE SECURITIES LLC

BD
CRD#: 29106
ALPHARETTA, GA
Past

January 3, 2008 - April 30, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

July 6, 2000 - January 7, 2008

GPC SECURITIES, INC.

BD
CRD#: 14007
ATLANTA, GA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Washington
(1/26/2021)

Exams


State Security Law Exam
IAR
Series 65
Date: 7/6/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


GW
GOLDBLOOM WEALTH MANAGEMENT LLC
CCEO ENTERPRISES DBA GOLDBLOOM & ASSOCIATES | GOLDBLOOM WEALTH MANAGEMENT LLC | GOLDBLOOM FINANCIAL | GOLDBLOOM & ASSOCIATES | CCEO ENTERPRISES, LLC

CRD#: 153678 / SEC#:

Texas
Registered Investment Advisory firm - (8/31/2012 Conditional Restricted)
Washington
Registered Investment Advisory firm - (4/29/2010 Approved)
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Contact information


Main Address
7900 Se 28th Street Suite 500, Mercer Island, WA 98040
Mailing Address
Phone number
(206) 528-2001
Established
Firm type
Fiscal year end
# of Employees
7

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts1,080
AUM (Assets Under Management)$ 96,881,581

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


GOLDBLOOM WEALTH MANAGEMENT LLC

CRD#: 153678Mercer Island, WA 98040

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