Gregory Bertram Coverdale

Current Employers

Employment History

• 04/2011 → Present
  Civitas Partners
  Wilmington, DE
• 09/2014 → Present
  Indiana Merchant Banking And Brokerage Co., Inc.
  Indianapolis, IN

Previous Registrations

• 2015-05-29 → 2015-08-04
  Capital One Advisors, Llc
  Wilmington, DE
  Mclean, VA
• 2012-06-08 → 2015-06-30
  Civitas Partners Llc
  Wilmington, DE
• 2010-12-21 → 2012-01-26
  Gunn Wealth Management Llc
  Bear, DE
• 2003-05-30 → 2010-10-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wilmington, DE
  Wilmington, DE
• 2003-05-05 → 2003-05-19
  Td Ameritrade, Inc.
  Wilmington, DE

Other Businesses

CHIEF EXECUTIVE OFFICER OF REAL ESTATE LLC / 10 HOURS A MONTH ARE DEVOTED TO THIS BUSINESS. ALL OF THE HOURS ARE DURING NON SECURITIES TRADING HOURS. I BUY, SELL, AND RENT REAL ESTATE. THIS BUSINESS IS COMPLETELY SEPARATE AND UNAFFILIATED WITH MY FINANCIAL PLANNING AND INVESTMENT ADVISORY FIRM. I am also an employee of Zeiders Enterprises. My title for this role is Personal Financial Counselor. In this role I will be providing Financial Planning Advice (Advice Only / No Sales) to Military Servicemen in the Air Force and National Guard. I begin this role on 06/01/2020. I will devote 40 hours per week to this role. I will be working in this role for 6 security trading hours per day.

Exams

• S66 Uniform Combined State Law Examination
  2000-05-25

Designations

Other Names

• Greg Bertram Coverdale
• Greg Coverdale
• Gregory Bertram Coverdale
• Gregory Bertram Coverdale