Kevin Sloane Gerry

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Eustis, FL
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Eustis, FL

Previous Registrations

• 2007-01-04 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Clermont, FL
  St. Louis, MO
• 2003-09-15 → 2006-12-04
  Td Ameritrade, Inc.
  Orlando, FL
  Orlando, FL

Other Businesses

MJT HOLDINGS, INV RELATED, VALDOSTA, GA, 5% OWNERSHIP, START: 9/19/2007. 0 HRS/MONTH, 0 HRS DURING TRADING.; ENTRADA ENTERPRISES, INVESTMENT RELATED, VALDOSTA, GA, 5% OWNERSHIP, START DATE 1/24/2013, 0 HRS/MONTH, 0 HRS DURING TRADING.; POWER OF ATTORNEY FOR FATHER, INV RELATED, WINTER GARDEN, FL, START: 9/15/2020, 2 HRS/MONTH, 0 HRS DURING TRADING.; POWER OF ATTORNEY FOR SPOUSE; INV. RELATED; WINTER GARDEN, FL; START DATE 11/15/2023; 0 HRS PER MONTH.; POWER OF ATTORNEY FOR MOTHER, INV RELATED, WINTER GARDEN, FL, START: 12/2023, 1 HOUR A MONTH, 0 HOURS DURING TRADING. TRUSTEE FOR BROTHER-IN-LAW; INV RELATED; DAYTON, OH; START: 12/01/2024; 1 HOUR A MONTH; 0 HOURS DURING TRADING. TRUSTEE - DECANTED 2020 INSURANCE TRUST ; INV RELATED; WINTER GARDEN, FL; LIFE INSURANCE TRUST; TRUSTEE/CO-TRUSTEE; START DATE: 11/17/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;| IRREVOCABLE TRUST - UNCLE AND AUNT; INV RELATED; WINTER GARDEN, FL; TRUSTEE FOR UNCLE AND AUNT; START DATE: 11/17/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; | CITY OF WINTER GARDEN RECREATION DEPARTMENT; NOT INV RELATED; WINTER GARDEN,FL; ATHLETICS; SOCCER REFEREE; START DATE: 02/07/2026; 8 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-10-03
• S63 Uniform Securities Agent State Law Examination
  2000-04-25

Other Names

• Gerry Sloane Kevin