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580 N Fourth Street Suite 400, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2000-06-01 |
Branch Locations
580 N Fourth Street Suite 400, Columbus, OH 43215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Columbus | OH | 04/2000 | 10/2020 |
| Gerber, Llc | Columbus | OH | 04/2000 | Present |
| Purshe Kaplan Sterling Inv | Albany | NY | 02/2021 | Present |
1.Name of Business : Gerber, LLC Address: Columbus, OH Nature of the Business: Gerber, LLC Position/Title: Chief Compliance Officer Investment Related: Yes Start Date: 04/08/2000 Hours per month devoted to this business: 160 Hours per month devoted to this business during trading hours: 160 Description of duties: Service clients by answering client questions, meet with clients, provide overall financial planning. Manage Gerber LLC staff members. Ensure compliance within the RIA framework.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 1990-08-13 |
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