David Keith Gilmore

Current Employers

Employment History

• 11/2012 → 01/2022
  Ameriprise Financial Services, Inc.
  Independence, MO
• 01/2022 → Present
  Purshe Kaplan Sterling Investments, Inc.
  Albany, NY
• 01/2022 → Present
  Equity Wealth Partners, Llc
  Independence, MO
• 06/2024 → Present
  Ga Portfolio, Llc
  Blue Springs, MO

Previous Registrations

• 2012-11-13 → 2022-02-02
  Ameriprise Financial Services, Llc
  Independence, MO

Other Businesses

1) 1. Equity Wealth Partners 2. Investment Related 3. 4700 S Cedar Crest Ct, Independence, MO 64055 4. Investment & Financial Planning advice 5. Co-owner 6. 1/20/2022 7. 150 hrs 8. 6 hrs/day 9. Provide investment advice and financial planning to individuals and small-business owners, office management. 2) 1. Blue Springs Education Foundation 2. Not Investment Related 3. 1801 NW Vesper, Blue Springs MO 64015 4. Provides financial support to students and staff in the Blue Springs school district through scholarships, grants and other charitable programs. 5. Board member 6. 02/02/2021 7. 1-9 hrs 8. 1-9 hrs 9. My responsibility is to attend quarterly evening meetings, review scholarship and grant applications, and attend other periodic events during the school year 3) 1. Fixed Insurance 2. Investment Related 3. 4700 S Cedar Crest Ct, Independence, MO 64055 4. Fixed / Traditional Insurance 5. Agent 6. 1/20/2022 7. 10 hrs/month 8. 8 hrs/month 9.Sales of Fixed / Traditional insurance products 4) 1. PKS Financial 2. Investment Related 3. 80 State Street, Albany NY 12207 4. Fixed / Traditional Insurance 5. Agent 6. 1/20/2022 7. 10 hrs/month 8. 8 hrs/month 9. Sales of Fixed / Traditional insurance products 5) GA Portfolio, LLC - Not Investment Related - residential rental properties - Owner - Start Date: 06/18/2024 - 8 hours per month - 0 hours per month during business hours - Blue Springs, MO - Purchase property, engage with bank and financial reporting software and maintain financials

Exams

• S66 Uniform Combined State Law Examination
  2012-11-12

Designations