Mark Alan Gerardi

Current Employers

Employment History

• 03/2014 → 02/2017
  Unionbanc Investment Services
  Santee, CA
• 02/2017 → 03/2020
  U.S. Bancorp Investments, Inc.
  San Diego, CA
• 03/2020 → 03/2025
  Cetera Advisor Networks Llc
  El Segundo, CA
• 06/2023 → 03/2025
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 03/2025 → Present
  Lpl Financial Llc
  El Cajon, CA

Previous Registrations

• 2023-06-29 → 2025-03-12
  Cetera Investment Advisers Llc
  Spring Valley, CA
  San Diego, CA
• 2020-03-09 → 2023-06-29
  Cetera Wealth Services, Llc
  San Diego, CA
  Livermore, CA
  Spring Valley, CA
• 2017-02-16 → 2020-03-13
  U.S. Bancorp Investments, Inc.
  San Diego, CA
  Oceanside, CA
  Vista, CA
  Carlsbad, CA
  San Marcos, CA
  San Diego, CA
  San Diego, CA
  San Diego, CA
  San Diego, CA
  San Diego, CA
• 2014-03-07 → 2017-02-16
  U.S. Bancorp Advisors, Llc
  San Diego, CA
  Ramona, CA
  Santee, CA
  El Cajon, CA
  Spring Valley, CA
  San Diego, CA
• 2013-07-17 → 2014-02-27
  Raymond James Financial Services Advisors, Inc
  La Mesa, CA
• 2010-07-14 → 2012-12-10
  J.P. Morgan Private Wealth Advisors Llc
  San Francisco, CA
• 2008-05-05 → 2010-09-30
  First Republic Wealth Advisors, Llc
  San Francisco, CA
• 1997-12-22 → 2008-04-21
  U.S. Bancorp Advisors, Llc
  San Diego, CA
  San Diego, CA

Other Businesses

1) 10/03/2025 - Steele Canyon High School - Coach/ Sports/ Fitness - Investment Related - Spring Valley, CA - Start Date 11/07/2015 - 40 hrs/mth - 8 hrs/mth during trading 2) 05/05/2026 - Gerardi Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start DAte 05/04/2026 - 172 hrs/mth - 154 hrs/mth during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-08-16

Designations

Other Names

• Mark Alan Gerardi
• Mark A Gerardi