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Gerald Keith Girand

Lear Investment Management

Dallas, TX

Winter Park, FL

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Current Employers
Lear Investment Management

2911 Turtle Creek Boulevard Suite 920, Dallas, TX 75219 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-03-06
  • TX RA
    APPROVED
    Since 2023-03-06

Branch Locations

2911 Turtle Creek Boulevard Suite 920, Dallas, TX 75219 • United States

Winter Park, FL • 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
Capital Brokerage Corporation Richmond VA 03/2008 12/2020
Centurion Capital Group, Inc. Concord CA 09/2013 12/2020
Assetmark Brokerage, Llc Concord CA 08/2014 12/2020
Fwl Investment Management, Llc Dallas TX 01/2023 Present
Sterling Transition Group Winter Park FL 01/2021 12/2022
  • 03/2008 → 12/2020
    Capital Brokerage Corporation
    Richmond, VA
  • 09/2013 → 12/2020
    Centurion Capital Group, Inc.
    Concord, CA
  • 08/2014 → 12/2020
    Assetmark Brokerage, Llc
    Concord, CA
  • 01/2023 → Present
    Fwl Investment Management, Llc
    Dallas, TX
  • 01/2021 → 12/2022
    Sterling Transition Group
    Winter Park, FL
Previous Registrations
  • 2008-05-30 → 2020-11-12
    Assetmark, Inc.
    Maitland, FL
  • 2006-05-15 → 2007-12-20
    Dunham
    Maitland, FL
    San Diego, CA
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-06-08
S63 Uniform Securities Agent State Law Examination 1996-02-07
  • S65 Uniform Investment Adviser Law Examination
    1999-06-08
  • S63 Uniform Securities Agent State Law Examination
    1996-02-07
Other Names
  • G. Keith Girand
  • Keith Girand

View on SEC IAPD

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