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Gerhard O. Bochow

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CRD#: 703675
GB

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.

Gerhard Otto Bochow was a registered financial professional .

Gerhard is a previously registered financial professional and started their career in finance in 1980. Gerhard had worked at 18 firms and has passed the Series 66, Series 63, SIE and Series 7 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

August 23, 2023 - November 20, 2024

VISION 4 FUND DISTRIBUTORS

BD
CRD#: 298105
SCOTTSDALE, AZ
Past

May 12, 2023 - August 22, 2023

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

January 2, 2019 - May 10, 2023

VISION 4 FUND DISTRIBUTORS

BD
CRD#: 298105
SCOTTSDALE, AZ
Past

March 15, 2017 - December 31, 2018

FIRST DOMINION CAPITAL CORP.

BD
CRD#: 16330
RICHMOND, VA
Past

January 23, 2015 - October 2, 2015

NAVIAN CAPITAL SECURITIES LLC

BD
CRD#: 145037
Cincinnati, OH
Past

March 26, 2013 - November 19, 2013

INNOVATION PARTNERS LLC

BD
CRD#: 146344
CHARLOTTE, NC
Past

August 15, 2008 - May 10, 2012

CLEARARC CAPITAL, INC.

RIA
CRD#: 104650
NEW YORK, NY
Past

February 28, 2008 - May 16, 2012

ALPS PORTFOLIO SOLUTIONS DISTRIBUTOR, INC.

BD
CRD#: 144464
DENVER, CO
Past

May 15, 2007 - February 28, 2008

ALPS DISTRIBUTORS, INC.

BD
CRD#: 16853
DENVER, CO
Past

January 9, 2006 - May 11, 2007

FORESIDE DISTRIBUTION SERVICES, L.P.

BD
CRD#: 15634
PORTLAND, ME
Past

June 27, 2005 - September 8, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
CENTURY CITY, CA
Past

May 31, 2005 - September 8, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

September 3, 2004 - June 8, 2005

QUEST CAPITAL STRATEGIES, INC.

BD
CRD#: 16783
LAGUNA HILLS, CA
Past

March 27, 1997 - June 12, 1998

ACUMENT SECURITIES, INC.

BD
CRD#: 7661
SAN FRANCISCO, CA
Past

August 21, 1996 - December 12, 1996

REICH & TANG DISTRIBUTORS, INC.

BD
CRD#: 28078
NEW YORK, NY
Past

January 3, 1992 - July 27, 1992

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA
Past

August 20, 1990 - November 23, 1991

EQUITILINK U.S.A., INC.

BD
CRD#: 24935
Past

August 24, 1988 - February 6, 1990

POLARIS SECURITIES CORPORATION

BD
CRD#: 13610
Past

June 30, 1980 - August 4, 1981

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323
Past

January 19, 1980 - November 29, 1983

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059

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
IAR
Series 66
Date: 6/24/2005
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


V4
VISION 4 FUND DISTRIBUTORS
VISION 4 FUND DISTRIBUTORS | VISION 4 FUND DISTRIBUTORS LLC

CRD#: 298105 / SEC#: , 8-70175

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information


Main Address
9260 E. Raintree Drive Suite 100, Scottsdale, AZ 85260
Mailing Address
9260 E. Raintree Drive Suite 100, Scottsdale, AZ 85260
Phone number
(480) 634-6980
Established
Delaware since 01/23/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (27 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
GARD, DAVID WAYNEMANAGING DIRECTOR722647
JOHNSON, HENRY PMANAGING DIRECTOR5559118
KUJALOWICZ, PAUL EDWARDPRESIDENT/MANAGING DIRECTOR1020049
SULLIVAN, CORNELIUS JOSEPHMANAGING DIRECTOR2094448
VAINISI, JEROME ARTHURCHIEF EXECUTIVE OFFICER2011056
FOSTER, TODD MICHAELPASSIVE MEMBER3024634
GREER, JOHN WILLIAMPASSIVE MEMBER6148298
LEE, BRYAN MATTHEWPASSIVE MEMBER4779819
QUALTERS, DONALD PPASSIVE MEMBER3184519
DAVIS, TAYLOR RENEECHIEF COMPLIANCE OFFICER5384424
PORTWOOD, WILLIAM BOYCECHIEF FINANCIAL OFFICER/FINOP/PFO/POO4853700

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


VISION 4 FUND DISTRIBUTORS

CRD#: 298105

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