George Robert Gerhard

Current Employers

Employment History

• 07/2016 → 09/2020
  Massachusetts Mutual Life Insurance Company
  Elmsford, NY
• 03/2017 → 09/2020
  Mml Investors Services, Llc
  Elmsford, NY
• 07/2016 → 03/2017
  Msi Financial Services
  Elmsford, NY
• 12/2023 → Present
  Trivium Point Advisory Llc
  Westport, CT
• 09/2020 → Present
  Lpl Financial Llc
  Westport, CT

Previous Registrations

• 2017-03-25 → 2020-09-30
  Mml Investors Services, Llc
  Elmsford, NY
  Middletown, NY
  Somerville, NJ
• 2010-07-26 → 2017-03-25
  Msi Financial Services, Inc.
  Shelton, CT
  Shelton, CT
  White Plains, NY
  Elmsford, NY
  Middletown, NY

Other Businesses

1) 09/24/2020 - Trivium Point Advisory - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2020 - 200 Hours Per Month/ 8 Hours During Trading 2) 09/24/2020 - Trivium Point Consulting - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2020 - 10 Hours Per Month/ 5 Hours During Trading 3) 09/24/2020 - Trivium Point Advisory - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 01/01/2020 - 5 Hours Per Month/ 5 Hours During Trading 4) 09/24/2020 - Trivium Point Insurance Group, LLC - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 08/24/2002 - 35 Hours Per Month/ 5 Hours During Trading 5) 02/26/2024 - Trivium Point Holdings LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 12/12/2023 - 173 Hours Per Month/ During Trading 6) 03/08/2024 - Trivium Point Advisory LLC - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Started: 12/15/2023 - 173 Hrs/Mo During Trading - I provide investment advisory services through Trivium Point Advisory LLC, an independent investment advisor firm. I started this business activity in 12/2023. I expect to spend approximately 173 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 firm is separate from and independent of LPL Financial. 7) 06/10/2024 - TWD, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - 315 Post Road West, Westport, CT 06880 - Start Date 07/31/2023 - 173 Hours Per Month/ During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-06-22
• S63 Uniform Securities Agent State Law Examination
  2008-06-26

Other Names

• George Gerhard