Gary Frank Klaric

Current Employers

Jt Stratford, Llc

311 Green Street Suite 100, Gainesville, GA 30501 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2022-01-03
GA	RA	APPROVED	2019-04-11
NC	RA	APPROVED	2019-04-10

TX RA
APPROVED_RES

Since 2022-01-03
GA RA
APPROVED

Since 2019-04-11
NC RA
APPROVED

Since 2019-04-10

Branch Locations

311 Green Street Suite 100, Gainesville, GA 30501 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
United Planners' Financial Services Of America A Limited Partner	Scottsdale	AZ	12/2014	04/2019
Integrated Financial Advisory, Inc.	Buford	GA	11/2002	Present
Gary Klaric Independent Insurance	Canton	GA	03/2000	04/2019
Ger Loftin Wealth Advisors, Llc	Canton	GA	12/2014	04/2019
Jt Stratford, Llc	Gainesville	GA	04/2019	Present
Triad Advisors Llc	Gainesville	GA	04/2019	08/2021

12/2014 → 04/2019

United Planners' Financial Services Of America A Limited Partner

Scottsdale, AZ
11/2002 → Present

Integrated Financial Advisory, Inc.

Buford, GA
03/2000 → 04/2019

Gary Klaric Independent Insurance

Canton, GA
12/2014 → 04/2019

Ger Loftin Wealth Advisors, Llc

Canton, GA
04/2019 → Present

Jt Stratford, Llc

Gainesville, GA
04/2019 → 08/2021

Triad Advisors Llc

Gainesville, GA

Previous Registrations

2014-12-17 → 2019-04-16

United Planners' Financial Services Of America A Limited Partner

Duluth, GA

Atlanta, GA
2011-08-09 → 2015-01-08

Lpl Financial Llc

Canton, GA

Fort Mill, SC

Canton, GA
2009-11-12 → 2011-08-09

Securities America Advisors, Inc.

Canton, GA

Jasper, GA
2005-10-14 → 2009-11-12

Voya Financial Advisors, Inc.

Greenville, SC

Jasper, GA

Jasper, GA
2004-06-18 → 2005-10-06

J P Turner & Company Capital Management, Llc

Atlanta, GA
2003-03-12 → 2004-05-20

Oneamerica Securities, Inc.

Norcross, GA

Other Businesses

1)Integrated Financial Advisory, Inc; not investment related;4831 Miller Hill Road, Buford, GA 30518;fixed and life insurance-appointment w/multiple carriers;owner-agent;11/2002;20 hrs/month;1 hr during trading; sales and service

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2002-12-02
S63	Uniform Securities Agent State Law Examination	2002-10-28

S65 Uniform Investment Adviser Law Examination

2002-12-02
S63 Uniform Securities Agent State Law Examination

2002-10-28

View on SEC IAPD