Gerald R Rowe

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

Authority	Category	Status	Date
TN	RA	APPROVED	2023-01-12
TX	RA	APPROVED	2023-01-10

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Bank Of America, N.A.	Hermitage	TN	09/2015	02/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Hermitage	TN	09/2015	02/2017
Cuso Financial Services, Lp	San Diego	CA	02/2017	05/2018
Cuna Brokerage Services, Inc.	Waverly	IA	05/2018	05/2022
Cuna Mutual Group	Waverly	IA	05/2018	05/2022
Lpl Financial Llc	Mt. Juliet	TN	05/2022	01/2023
Regions Bank	Nashville	TN	01/2023	Present
Cetera Investment Advisers Llc	Nashville	TN	01/2023	Present
Cetera Investment Services Llc	Saint Cloud	MN	01/2023	Present

09/2015 → 02/2017

Bank Of America, N.A.

Hermitage, TN
09/2015 → 02/2017

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hermitage, TN
02/2017 → 05/2018

Cuso Financial Services, Lp

San Diego, CA
05/2018 → 05/2022

Cuna Brokerage Services, Inc.

Waverly, IA
05/2018 → 05/2022

Cuna Mutual Group

Waverly, IA
05/2022 → 01/2023

Lpl Financial Llc

Mt. Juliet, TN
01/2023 → Present

Regions Bank

Nashville, TN
01/2023 → Present

Cetera Investment Advisers Llc

Nashville, TN
01/2023 → Present

Cetera Investment Services Llc

Saint Cloud, MN

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-02-24

Other Firms