Kurt Charles Gerhardt

Current Employers

Employment History

• 12/2011 → 05/2019
  Bci Wealth & Asset Management
  Jacksonville, FL
• 08/2014 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2012-01-06 → 2019-03-21
  Bci Wealth & Asset Management
  Jacksonville, FL
• 2011-12-15 → 2014-08-20
  Fsc Securities Corporation
  Jacksonville, FL
• 2008-03-06 → 2011-12-13
  Tlg Advisors, Inc.
  Jacksonville, FL
  Summit, NJ
• 2006-07-25 → 2008-07-30
  Financial Resource Alliance
  Jacksonville, FL
• 2000-04-03 → 2003-01-22
  Ameriprise Financial Services, Llc
  Jacksonville, FL

Other Businesses

(1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 08/2014 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE (2) NAME OF OTHER BUSINESS: SKATE STATION FUNWORKS; INVESTMENT RELATED: NO; ADDRESS: 3641 KORI ROAD, JACKSONVILLE, FL 32257; NATURE OF BUSINESS: YOUTH ROLLER HOCKEY; START DATE: 05/2018; POSITION/TITLE/RELATIONSHIP: YOUTH ROLLER HOCKEY COACH; APX NUMBER OF HOURS PER WEEK: 6; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: COACH YOUTH ROLLER HOCKEY, RUN PRACTICE, REFEREE YOUTH GAMES AND DELIVER PAYMENTS AS NEEDED; (3) NAME OF OTHER BUSINESS: INTEGRATED FINANCIAL STRATEGIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES; START DATE: 01/2019; POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR REP / REGISTERED REP; APX NUMBER OF HOURS PER WEEK: 40+; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2000-05-11

Designations