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The Gleason Group, Inc. CRD 175104
$1.61B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
9418 Norton Commons Boulevard Suite 100, Prospect, KY 40059 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2024-08-09 |
| FL | RA | APPROVED | 2021-07-19 |
| TX | RA | APPROVED | 2016-08-11 |
| KY | RA | APPROVED | 2015-05-15 |
Branch Locations
9418 Norton Commons Boulevard Suite 100, Prospect, KY 40059 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Gleason Group, Inc. | Prospect | KY | 05/2015 | Present |
JEAN M GLEASON FAMILY TRUST, IS INVESTMENT RELATED, 5911 MOUNT PLEASANT DR, PROSPECT KY 40059, TRUSTEE, 11/2014, 1 HOUR PER MONTH BUT NONE OUTSIDE OF INVESTMENT MANAGEMENT, TRUSTEE TO ACCOUNT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-24 |
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