Jay Gershman

Current Employers

Employment History

• 11/1995 → 09/2020
  Securities Service Network, Inc.
  Glastonbury, CT
• 09/2020 → 05/2023
  Securities America, Inc.
  West Hartford, CT
• 09/2020 → 05/2023
  Securities America Advisors, Inc.
  West Hartford, CT
• 05/2023 → Present
  Redhawk Wealth Advisors, Inc.
  Minneapolis, MN
• 05/2023 → 01/2026
  Silver Oak Securities, Inc.
  Jackson, TN

Previous Registrations

• 2020-09-18 → 2023-05-02
  Securities America Advisors, Inc.
  West Hartford, CT
• 2007-06-13 → 2020-09-18
  Ssn Advisory, Inc.
  West Hartford, CT
• 2001-01-02 → 2007-07-02
  Adviceone Advisory Services, Llc
  Glastonbury, CT

Other Businesses

1. REDHAWK WEALTH ADVISOR POSITION: Investment advisor representative INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: START DATE: 05/01/2023. 433 SOUTH MAIN STREET, SUITE 210, WEST HARFORD, CT 06110 USA, 55437. I will manage investments and charge fees for planning. 2. TRUSTEE: POSITION: Trustee NATURE: Trustee INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2013 ADDRESS: 33 Cliffmore Rd, West Hartford CT 06107 DESCRIPTION: I am trustee of my mother's trust that invests in stock, variable annuity and bank deposits 3. POSITION: agent NATURE: Insurance Sales- life and Health INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 09/01/1991 ADDRESS: 433 South Main St, West Hartford CT 06110 DESCRIPTION: Variable life is investment related 4. PIATERER VERIEN: POSITION: President Elect NATURE: President Elect of Fraternal Cemetery Association INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2019 ADDRESS: PO Box 310449, Newington CT 06131 DESCRIPTION: Hold Board meetings and manage the cemetery 5. POA: POSITION: POA NATURE: Power of Attorney INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2010 ADDRESS: 33 Cliffmore Rd, West Hartford CT 06107 DESCRIPTION: I am Power of Attorney on my wife and mothers investment accounts. 6. RETIREMENT VISIONS LLC: POSITION: Owner/member NATURE: DBA used for investment advisory services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 7 START DATE: 06/01/2007 ADDRESS: 433 SOUTH MAIN ST, STE 210, WEST HARTFORD CT 06110 DESCRIPTION: I am owner and member of this DBA that employs staff in the business of giving financial advice and is the umbrella organization for all activities related to the insurance, investment and planning. 7. INVESTMENTS WITH NEW ENGLAND PARTNERS: POSITION: Investor; INVESTMENT RELATED; Stamford, CT; START DATE: 01/2021; 0hrs/mnth during securities trading hours; 0hrs/mnth outside of securities trading hours. Passive investor in apartment and commercial buildings. Receives a quarterly dividend and annual K-1s.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-07-19
• S63 Uniform Securities Agent State Law Examination
  1996-06-03

Other Names

• Jay L Gershman
• Jay Lawrence Gershman