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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-04-18 |
| TX | RA | APPROVED | 2022-04-13 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
1530 West River Road Ste. 203, Elyria, OH 44035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities Service Network, Inc. | Vermilion | OH | 01/2002 | 09/2020 |
| Securities America, Inc. | Elyria | OH | 09/2020 | 04/2022 |
| Securities America Advisors, Inc. | Elyria | OH | 09/2020 | 04/2022 |
| United Planners Financial Services | Scottsdale | AZ | 04/2022 | Present |
| Gary Gilbert - Non-Variable Insurance | Elyria | OH | 01/1996 | Present |
| Gary M Gilbert And Associates Llc | Elyria | OH | 01/2002 | Present |
1.) DBA: GARY M GILBERT & ASSOCIATES, LLC - OWNER - DBA NAME FOR MARKETING PURPOSES ONLY - ELYRIA, OH - SINCE 01/2002 - INVESTMENT RELATED 2.) GARY GILBERT-NON-VARIABLE INSURANCE - OWNER - NON-VARIABLE INSURANCE - ELYRIA, OH - SINCE 01/1996 - INVESTMENT RELATED 3.) GARY M GILBERT AND ASSOCIATES LLC - OWNER - TAX PREPARATION - ELYRIA, OH - SINCE 01/2002 - INVESTMENT RELATED 4.) KENDALL W GILBERT TRUW 07/18/2018 - TRUSTEE FOR MY BROTHER'S TRUST - ACTING IN A FIDUCIARY CAPACITY (E.G. POA, TRUSTEE, EXECUTOR) - ELYRIA, OH - SINCE 07/2018 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-18 |
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