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10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-24 |
| MD | RA | APPROVED | 2016-11-02 |
Branch Locations
999 Vanderbilt Beach Rd Suite 200, Naples, FL 34108 • United States
10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Convergent Wealth Advisors, Llc | Potomac | MD | 05/2007 | 10/2016 |
| Pathstone | Potomac | MD | 11/2016 | 07/2023 |
| Pathstone | Potomac | MD | 07/2023 | 01/2025 |
| Pathstone | Naples | FL | 02/2025 | Present |
PGWM, LLC - Accounting and Consulting; 11577 Coronado Way, Naples, FL 34120. Mr. Gloth serves as the Manager and Owner of the PGWM and works less than 5hours per month, allocating 1hour a month during securities trading hours. Mr. Gloth assists with the management of retirement plans, including annual filings for Arctic Refrigeration, miscellaneous tax returns for individual relatives, and general business consulting. PGWM replaces PWMG, and Mr. Gloth is a 10% owner, while his wife owns 90% of the firm. Mr. Gloth serves on the board of a private trust company, which acts as trustee for Liz Storer's trust. Gloth is not compensated for this position. He also serves as a managing member for Herrmann Associates, LLC, a family investment partnership for John Herrmann's family, and is not compensated for this position. Finally, Mr. Gloth is the family advisor and consultant for Arctic Refrigeration, Inc. His wife's LLC, PGWM, is paid for this service.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-03-30 |
| S65 | Uniform Investment Adviser Law Examination | 2007-05-22 |
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