Robert Patrick Gillard

Current Employers

Employment History

• 03/2013 → Present
  Lpl Financial, Llc
  Glendale, CA
• 09/2014 → Present
  California Financial Partners, Inc.
  Glendale, CA

Previous Registrations

• 2016-01-25 → 2023-09-22
  California Financial Partners
  Glendale, CA
  Glendale, CA
• 2014-11-24 → 2015-12-31
  California Financial Partners
  Glendale, CA
• 2013-05-17 → 2014-11-19
  The Heymont Group Wealth Management And Retirement Solutions
  Los Angeles, CA
• 2012-03-06 → 2013-04-03
  Strategic Advisers Llc
  Pasadena, CA
• 2007-09-07 → 2012-01-19
  Ubs Financial Services Inc.
  Los Angeles, CA
• 2001-06-18 → 2007-10-05
  Deutsche Bank Securities Inc.
  Los Angeles, CA
  Los Angeles, CA

Other Businesses

1. 9/16/2014: REGISTERED INVESTMENT ADVISOR - CALIFORNIA FINANCIAL PARTNERS, INC. - 5 HOURS PER MONTH - GLENDALE, CA. 2. 1/5/2015: OTHER - NOTARY PUBLIC - NOT INVESTMENT RELATED - 1 HOUR PER MONTH - GLENDALE, CA. 3. 3/2/2015: BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - RPG WEALTH MANAGEMENT, INC. - STARTED 02/24/2015 - INVESTMENT RELATED - 505 N BRAND BLVD, SUITE 1470, GLENDALE, CA 91203. 4. 12/21/2016: CALIFORNIA FINANCIAL PARTNERS, INC. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 01/01/2017 - 16 Hours Per Month/8 Hours During Securities Trading. 5. 8/28/2017 - New York Life - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 08/01/2017 - 2 Hours Per Month/1 Hour During Securities Trading. 6. 2/12/2020 - ROBERT P. GILLARD II REVOCABLE TRUST DTD 08-05-11 - Investment Related - At Reported Business Location(s) - Act in a Fiduciary Capacity - Started 08/05/2011 - 1 Hour Per Month During Securities Trading. 7. 5/5/2021 - California Financial Partners, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 05/01/2014 - 5 Hours Per Month/1 Hour During Securities Trading - Time Spent 1% - I provide financial planning and consulting services through California Financial Partners, Inc, an independent investment advisor firm. I started this business activity in 05/2021. I expect to spend approximately 5 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial. 8. 08/29/2023 - RPG2 WEALTH MANAGEMENT INC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - TBD - Start Date 05/16/2023 - 160 Hours Per Month/ 8 Hours During Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-08-11
• S65 Uniform Investment Adviser Law Examination
  1999-08-11

Designations

Other Names

• Robert Patrick Gillard
• Robert Patrick Gillard
• Robert Patrick Gillard
• Rob Gillard