Luke Gerolimatos

Current Employers

White Oak Financial Management, Inc

1270 Hendersonville Road Suite #4, Asheville, NC 28803 • United States

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2025-12-20
NC	RA	APPROVED	2021-03-16
TX	RA	APPROVED_RES	2021-03-08

SC RA
APPROVED

Since 2025-12-20
NC RA
APPROVED

Since 2021-03-16
TX RA
APPROVED_RES

Since 2021-03-08

Branch Locations

1270 Hendersonville Road Suite #4, Asheville, NC 28803 • 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
W&S Brokerage Services	Cincinnati	OH	03/2019	Present
Western & Southern Life	Asheville	NC	04/2018	Present
Arc Of Nc	Asheville	NC	06/2016	Present
Mountain Area Community Services	Asheville	NC	10/2008	Present

03/2019 → Present

W&S Brokerage Services

Cincinnati, OH
04/2018 → Present

Western & Southern Life

Asheville, NC
06/2016 → Present

Arc Of Nc

Asheville, NC
10/2008 → Present

Mountain Area Community Services

Asheville, NC

Other Businesses

MOUNTAIN AREA COMMUNITY SERVICES (MACS); NOT INVESTMENT RELATED; ARDEN, NC; PROVIDES SERVICES AND SUPPORT FOR INDIVIDUALS WITH DISABILITIES; HABILITATION TECH; STARTED 10/2008; APPROXIMATELY 5 HOURS PER MONTH WITH NONE DURING TRADING HOURS; PROVIDE INPUT FOR SERVICES PROVIDED AND TREATMENT PLAN CHANGES//

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-02-04
S63	Uniform Securities Agent State Law Examination	2019-05-28

S65 Uniform Investment Adviser Law Examination

2021-02-04
S63 Uniform Securities Agent State Law Examination

2019-05-28

View on SEC IAPD

Current Employers

White Oak Financial Management, Inc

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

Reviews