Gerald Robert Whitfill

Current Employers

Whitfill Investment Management, Llc

1408 Stonehollow Dr Suite A-400, Kingwood, TX 77339 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2003-12-01

TX RA
APPROVED

Since 2003-12-01

Branch Locations

1408 Stonehollow Dr, Suite A-400, Kingwood, TX 77339 • 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
Gerald Whitfill P.C. C.P.A	Kingwood	TX	12/1985	Present
Whitfill Investment Management Llc	Kingwood	TX	10/2003	Present

12/1985 → Present

Gerald Whitfill P.C. C.P.A

Kingwood, TX
10/2003 → Present

Whitfill Investment Management Llc

Kingwood, TX

Previous Registrations

1996-05-21 → 2003-12-18

1St Global Advisors Inc

Humble, TX

Other Businesses

GERALD WHITFILL PC, NOT INVESTMENT RELATED, 1408 STONEHOLLOW DR, SUITE A-400, KINGWOOD, TX 77339, CERTIFIED PUBLIC ACCOUNTANT, PRESIDENT, START DATE: 12/1985, AVERAGE HOURS PER MONTH: 75, HOURS DURING SECURITIES TRADING HOURS: 3, DUTIES: INCOME TAX CONSULTING AND PREPARATION

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1995-01-27

S63 Uniform Securities Agent State Law Examination

1995-01-27

View on SEC IAPD

Current Employers

Whitfill Investment Management, Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

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