Georgeann Portokalis

Employer firm

Gap Financial Counseling Corp. CRD 142488

1 advisory clients

Reported services (Item 5G)

Financial planning
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Gap Financial Counseling Corp.

Naples, FL • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2005-09-12

FL RA
APPROVED

Since 2005-09-12

Branch Locations

Naples, FL • 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
Gap Financial Counseling Corp	Naples	FL	09/2005	Present

09/2005 → Present

Gap Financial Counseling Corp

Naples, FL

Other Businesses

Le Chat LLC; not investment-related; Naples, FL; businesses consulting; Managing Member; started 12/2010; approximately 6 hours per month, none during securities trading hours; develop strategies and models for businesses.