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Andrew Thomas Gilbert

Lonetree Wealth Management

Memphis, TN

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Current Employers
Lonetree Wealth Management

5100 Poplar Avenue Suite 1504, Memphis, TN 38137 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2022-11-07
TX RA APPROVED_RES 2022-11-01
TN RA APPROVED 2022-10-05
  • LA RA
    APPROVED
    Since 2022-11-07
  • TX RA
    APPROVED_RES
    Since 2022-11-01
  • TN RA
    APPROVED
    Since 2022-10-05

Branch Locations

5100 Poplar Avenue Suite 1504, Memphis, TN 38137 • 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
OrganizationCityStateFromTo
Ubs Financial Services Inc. Memphis TN 11/2015 10/2022
Lonetree Wealth Management Memphis TN 10/2022 Present
Previous Registrations
Other Businesses

Insurance sales; yes; individual capacity; 5/hrs per month.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-04-04
  • S66 Uniform Combined State Law Examination
    2016-04-04
Designations

View on SEC IAPD

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B. RILEY WEALTH ADVISORS, INC.
INDEPENDENT FINANCIAL GROUP, LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

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CHADWICK JACKSON MYERS
MARGARET MCCARVER
DEANNA NICOLE MUSSO
ROBERT BRIAN REECE
MARTY CARLIS GREEN
MONICA BETH WIESEL
CHARLES DALE WATSON

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · MEMPHIS, TN
RAYMOND JAMES & ASSOCIATES, INC. · MEMPHIS, TN
NEWSOUTH CAPITAL MANAGEMENT INC · MEMPHIS, TN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Memphis, TN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Memphis, TN
PRIVATE ADVISOR GROUP, LLC · Memphis, TN
LPL FINANCIAL LLC · MEMPHIS, TN
B. RILEY WEALTH ADVISORS, INC. · Memphis, TN

More in Memphis, TN

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