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Brian Joseph Imrich

Gps Financial, LLC

Pittsford, NY

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Current Employers
Gps Financial, Llc

141 Sullys Trail Suite 8A, Pittsford, NY 14534 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-12-05
  • NY RA
    APPROVED
    Since 2021-12-05

Branch Locations

141 Sullys Trail Suite 8A, Pittsford, NY 14534 • 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
OrganizationCityStateFromTo
Cambridge Investment Research, Inc Fairfield IA 01/2014 11/2017
Cambridge Investment Research Advisors, Inc Fairfield IA 01/2014 11/2017
Gps Financial, Llc Pittsford NY 11/2017 Present
  • 01/2014 → 11/2017
    Cambridge Investment Research, Inc
    Fairfield, IA
  • 01/2014 → 11/2017
    Cambridge Investment Research Advisors, Inc
    Fairfield, IA
  • 11/2017 → Present
    Pittsford, NY
Previous Registrations
  • 2017-12-01 → 2018-12-31
    Pittsford, NY
  • 2009-04-02 → 2009-05-20
    Waddell & Reed
    Rochester, NY
    Fairport, NY
Other Businesses

Brian Joseph Imrich is a licensed insurance agent. From time to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. GPS Financial, LLC always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of GPS Financial, LLC in their capacity as a licensed insurance agent. Victory Boys Youth Lacrosse. Not Investment Related. 6902 Proximity Lane, Victor, NY 14564. Community Organization. Treasurer. 08.21.2023 2 HRS p/month. 0 HRS p/trading hours. To collect payments and dues for the several camps and teams throughout the year as well as pay for fields and tournament fees.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-06-30
  • S63 Uniform Securities Agent State Law Examination
    2004-06-30
Designations

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