Gabriel Joseph Pollock

Current Employers

Employment History

• 10/2008 → 03/2021
  Edward Jones
  St Louis, MO
• 03/2021 → 11/2023
  Fsc
  Fort Wayne, IN
• 11/2023 → 02/2024
  Osaic Wealth, Inc.
  Napoleon, OH
• 02/2024 → Present
  &Partners, Llc
  Napoleon, OH

Previous Registrations

• 2023-11-03 → 2024-02-06
  Osaic Wealth, Inc.
  Napoleon, OH
• 2021-03-10 → 2023-11-03
  Fsc Securities Corporation
  Napoleon, OH
  Fort Wayne, IN
  Napolean, OH
• 2008-10-07 → 2021-03-11
  Edward Jones
  Ft Wayne, IN
  Paulding, OH
  Hicksville, OH
  St Louis, MO
  Napoleon, OH

Other Businesses

ST AUGUSTINE CATHOLIC CHURCH POSITION: Parish Council Board member NATURE: Religious Organization - Catholic Church INVESTMENT RELATED: No NUMBER OF HOURS: 1 SEC TRADING HOURS: 0 START DATE: 06/01/2018 ADDRESS: 210 E Clinton St, Napoleon OH 43545 : Make decisions on certain programs to run, offering solutions on matter in the parish. NAPOLEON CITY PRESERVATION COMMITTEE POSITION: Board member NATURE: municipality INVESTMENT RELATED: No NUMBER OF HOURS: 1 SEC TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 255 W Riverview Rd, Napoleon OH 43545 : Advise/approve/disapprove on changes made to historical buildings in downtown Napoleon, OH. BRIDGEMILL PRIVATE WEALTH LLC POSITION: Owner NATURE: Bridgemill Private Wealth LLC is an entity established for booking and managing expenses related to my &Partners practice for tax purposes. The entity will not be utilized for customer-facing business purposes, as all business activities are performed via my employment with &Partners LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 40 START DATE: 06/15/2024 ADDRESS: 733 N Perry St Suite 110 Napoleon, OH 43545, United States DESCRIPTION: My duties and obligations in this activity will be adhering to U.S. tax requirements in connection with paying, recording and deducting business-related expenses of my practice. LIBERTY CENTER EDUCATION FOUNDATION POSITION: Treasurer NATURE: The duty of the Liberty Center Education Foundation is to provide scholarships to the graduates of the school district as well as educators in the school district for the use of furthering education in college/trade school and supplies for educators in the classroom. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/16/2025 ADDRESS: Liberty Center, OH 43532, United States DESCRIPTION: The treasurer role is designated to a person to keep the books and records for the foundation. This role will also vote on who to allocate scholarships to in the school district.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-08-04
• S63 Uniform Securities Agent State Law Examination
  2008-07-07

Other Names

• Gabriel Pollock