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Gerard Paul Gloisten

Core Wealth Partners LLC

Lyons, CO

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Current Employers
Core Wealth Partners Llc

576 B Street Suite 2G, Santa Rosa, CA 95401 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-03-29
TX RA APPROVED_RES 2022-10-13
  • CO RA
    APPROVED
    Since 2024-03-29
  • TX RA
    APPROVED_RES
    Since 2022-10-13

Branch Locations

Lyons, CO • 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
OrganizationCityStateFromTo
Gbs Financial Corp. Santa Rosa CA 07/1997 12/2022
Western International Securities, Inc. Pasadena CA 11/2013 12/2022
Core Wealth Partners Llc Lyons CO 10/2022 Present
Baskin-Robbins Santa Rosa CA 10/2017 08/2020
  • 07/1997 → 12/2022
    Gbs Financial Corp.
    Santa Rosa, CA
  • 11/2013 → 12/2022
    Western International Securities, Inc.
    Pasadena, CA
  • 10/2022 → Present
    Core Wealth Partners Llc
    Lyons, CO
  • 10/2017 → 08/2020
    Baskin-Robbins
    Santa Rosa, CA
Previous Registrations
  • 2015-01-02 → 2022-12-31
    Western International Securities, Inc.
    Santa Rosa, CA
    Pasadena, CA
  • 2014-02-14 → 2014-12-31
    Gbs Financial Corp.
    Santa Rosa, CA
  • 2013-12-23 → 2013-12-31
    Gbs Financial Corp.
    Santa Rosa, CA
  • 2000-05-16 → 2013-12-13
    Gbs Financial Corp.
    Berkeley, CA
    Santa Rosa, CA
    San Francisco, CA
    Santa Rosa, CA
    Santa Rosa, CA
    Sacramento, CA
    Reno, NV
Other Businesses

Various insurance agencies. Title: Insurance Agent.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-04-28
S63 Uniform Securities Agent State Law Examination 1995-04-07
  • S65 Uniform Investment Adviser Law Examination
    1995-04-28
  • S63 Uniform Securities Agent State Law Examination
    1995-04-07
Other Names
  • Gerard P. Gloisten

View on SEC IAPD

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