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Joseph Gilewski

Cs Planning Corp

Vero Beach, FL

Portland, OR

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Current Employers
Cs Planning Corp

3395 Sw Garden View Ave, Portland, OR 97225 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-02-23
  • FL RA
    APPROVED
    Since 2026-02-23

Branch Locations

2801 Ocean Drive, Suite 102, Vero Beach, FL 32963 • United States

3395 Sw Garden View Ave, Portland, OR 97225 • 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
Graham Capital Advisers Apollo Beach FL 07/2012 11/2018
Graham Capital Tampa FL 09/2016 09/2018
Caelestibus Wealth Management Inc. Vero Beach FL 07/2019 Present
G And L Financial Planning Vero Beach FL 01/2019 Present
Cs Planning Corp. Portland OR 10/2019 12/2025
Cs Planning Corp. Portland OR 01/2026 Present
  • 07/2012 → 11/2018
    Graham Capital Advisers
    Apollo Beach, FL
  • 09/2016 → 09/2018
    Graham Capital
    Tampa, FL
  • 07/2019 → Present
    Caelestibus Wealth Management Inc.
    Vero Beach, FL
  • 01/2019 → Present
    G And L Financial Planning
    Vero Beach, FL
  • 10/2019 → 12/2025
    Portland, OR
  • 01/2026 → Present
    Portland, OR
Previous Registrations
Other Businesses

Joseph Gilewski is a licensed insurance agent. From time to time, he will offer clients advice or products from this activity. He spends approximately 15 hours a week on this outside business activity.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-11-24
  • S65 Uniform Investment Adviser Law Examination
    2015-11-24
Other Names
  • Joseph Patrick Gilewski

View on SEC IAPD

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