Priscilla N. Gilbert

Current Employers

Blue Bear Financial, Llc

Mt. Pleasant, SC • United States

Current Registrations

Authority	Category	Status	Date
VT	RA	APP_PEND_IARCE	2026-01-01

VT RA
APP_PEND_IARCE

Since 2026-01-01

Branch Locations

Montpelier, VT • United States

Mt. Pleasant, SC • United States

Disclosures

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

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Centerpoint Financial, Inc.	Montpelier	VT	07/2014	12/2025
Blue Bear Financial, Llc Dba Centerpoint Financial	Montpelier	VT	12/2025	Present

07/2014 → 12/2025

Centerpoint Financial, Inc.

Montpelier, VT
12/2025 → Present

Blue Bear Financial, Llc Dba Centerpoint Financial

Montpelier, VT

Previous Registrations

2014-07-23 → 2026-01-15

Centerpoint Financial, Inc.

Montpelier, VT
2010-11-05 → 2014-12-23

J. Cole Financial Advisers, Inc.

Gansevoort, NY

Other Businesses

1) CenterPoint Financial; Investment-related; Same address; Doing Business As ("DBA") name for investment advisory activities conducted via Blue Bear Financial, LLC; President / Investment Advisor Representative; Investment advisory services; Full-time position.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2010-11-04
S66	Uniform Combined State Law Examination	2000-07-28

S65 Uniform Investment Adviser Law Examination

2010-11-04
S66 Uniform Combined State Law Examination

2000-07-28

Designations

Other Names

Priscilla N Gilbert
Priscilla N. Cole

View on SEC IAPD