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Evan Reid Gerber

Osaic Wealth, Inc.

Conneaut Lake, PA

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-04-06
  • PA RA
    APPROVED
    Since 2026-04-06

Branch Locations

10744 State Highway 18, Conneaut Lake, PA 16316 • 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
Osaic Wealth Inc Conneaut Lake PA 02/2026 Present
Pwc Us Tax Llp Dallas TX 06/2023 01/2026
Thiel College Greenville PA 08/2019 05/2023
Baker Tilly Us Llp New Castle PA 01/2023 04/2023
Shaffer Financial Services Conneaut Lake PA 06/2020 12/2022
Shabby's Ice-Cream Shack Conneaut Lake PA 05/2019 09/2021
Lakeland Precision Tool Conneaut Lake PA 01/2018 12/2019
Conneaut School District Linesville PA 08/2020 03/2023
Conneaut School District Linesville PA 08/2015 06/2019
  • 02/2026 → Present
    Osaic Wealth Inc
    Conneaut Lake, PA
  • 06/2023 → 01/2026
    Pwc Us Tax Llp
    Dallas, TX
  • 08/2019 → 05/2023
    Thiel College
    Greenville, PA
  • 01/2023 → 04/2023
    Baker Tilly Us Llp
    New Castle, PA
  • 06/2020 → 12/2022
    Shaffer Financial Services
    Conneaut Lake, PA
  • 05/2019 → 09/2021
    Shabby's Ice-Cream Shack
    Conneaut Lake, PA
  • 01/2018 → 12/2019
    Lakeland Precision Tool
    Conneaut Lake, PA
  • 08/2020 → 03/2023
    Conneaut School District
    Linesville, PA
  • 08/2015 → 06/2019
    Conneaut School District
    Linesville, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-03
  • S66 Uniform Combined State Law Examination
    2026-04-03

View on SEC IAPD

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Other Offices

EDWARD JONES · CONNEAUT LAKE, PA
BROOKHOUSE ADVISORS · MEADVILLE, PA
EDWARD JONES · MEADVILLE, PA
EDWARD JONES · MEADVILLE, PA
CITIZENS SECURITIES, INC. · MEADVILLE, PA
PNC WEALTH MANAGEMENT LLC · MEADVILLE, PA
JANNEY MONTGOMERY SCOTT LLC · MEADVILLE, PA
AMERIPRISE FINANCIAL SERVICES, LLC · Meadville, PA

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