Gary Lynn Ackerman

Current Employers

Financial Advisory Services

Richmond, VA • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2017-12-07

VA RA
APPROVED

Since 2017-12-07

Branch Locations

Richmond, VA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

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

Employment History

Organization	City	State	From	To
Whittle & Roper Realty	Colonial Heights	VA	06/2003	06/2023
Business Transition Services, Inc	Richmond	VA	03/2005	Present
Morse Capital Partners, Llc	Glen Allen	VA	09/2010	08/2017
Specialty Property Advisors Llc	Richmond	VA	06/2023	Present
Ackerman Partners Inc.	Richmond	VA	10/2019	Present
Concorde Investment Services, Llc	Troy	MI	01/2015	06/2017
Financial Advisory Services Llc	Richmond	VA	10/2017	Present

06/2003 → 06/2023

Whittle & Roper Realty

Colonial Heights, VA
03/2005 → Present

Business Transition Services, Inc

Richmond, VA
09/2010 → 08/2017

Morse Capital Partners, Llc

Glen Allen, VA
06/2023 → Present

Specialty Property Advisors Llc

Richmond, VA
10/2019 → Present

Ackerman Partners Inc.

Richmond, VA
01/2015 → 06/2017

Concorde Investment Services, Llc

Troy, MI
10/2017 → Present

Financial Advisory Services Llc

Richmond, VA

Previous Registrations

2011-01-10 → 2017-09-22

Morse Capital Partners, Llc

Richmond, VA
2010-11-04 → 2010-12-31

Morse Capital Partners, Llc

Glen Allen, VA

Other Businesses

1) Specialty Property Advisors LLC, Commercial Real Estate Sales and Leasing, Richmond, Virginia. Principal Broker. Not Owner. DEVOTE 0 HOURS A WEEK DURING TRADING HOURS, DEVOTE 2 HOURS A WEEK OUTSIDE TRADING HOURS. Not investment related. 2) BUSINESS TRANSITION SERVICES,INC. CONTINUING EDUCATION CLASSES TO PROFESSIONALS, PROPERTY MANAGEMENT, CONSULTING -CPA, REALTOR, ATTORNEY, CPA, HEALTHCARE PROFESSIONALS. PROPERTY MANAGEMENT OF PERSONALLY OWNED PROPERTIES. CONSULTING ON BUSINESS/REAL ESTATE TRANSITIONS AND FINANCE. BROKERAGE SERVICES ON VETERINARY PRACTICE SALES. RICHMOND, VA. MANAGER, BUSINESS OWNED BY ME, ALL COST FUNDED PERSONALLY. DEVOTE 0 HOURS A WEEK DURING TRADING HOURS, DEVOTE 2 HOURS A WEEK OUTSIDE TRADING HOURS. Not investment related. 3) FINANCIAL ADVISORY SERVICES LLC, INVESTMENT ADVISOR REPRESENTATIVE AND OWNER. START DATE 10/2017. RICHMOND, VA. FINANCIAL PLANNING SERVICE AND SOLICITATION OF INVESTMENT ADVISORS. 4) Ackerman partners Inc., President and 100% owner. Veterinary Practice business brokerage. Richmond, Virginia. Start Date 10/2019. DEVOTE 2 HOURS A WEEK DURING TRADING HOURS, DEVOTE 2 HOURS A WEEK OUTSIDE TRADING HOURS. Not investment related.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2010-01-15
S63	Uniform Securities Agent State Law Examination	2003-07-07

S65 Uniform Investment Adviser Law Examination

2010-01-15
S63 Uniform Securities Agent State Law Examination

2003-07-07

View on SEC IAPD