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Donna Traina Gebhart

Gebhart & Associates, Inc

Fallbrook, CA

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Current Employers
Gebhart & Associates, Inc

Penn Valley, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 1998-10-26
  • CA RA
    APPROVED
    Since 1998-10-26

Branch Locations

301 N. Vine Street, Fallbrook, CA 92028 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Gebhart & Associates, Inc Fallsbrook CA 03/1998 Present
Previous Registrations
  • 2000-08-22 → 2004-02-13
    Sentra Securities Corporation
    Carlsbad, CA
Other Businesses

INSURANCE AGENT -EMPLOYED FROM 1995 -CURRENT AT 301 N. VINE STREET, FALLBROOK, CA 92028; NOT INVESTMENT RELATED; OUTSIDE INSURANCE SALES, 2% TIME SPENT, OFFERS LIFE, HEALTH, DISABILITY LONG TERM CARE AND FIXED ANNUITIES.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-02-20
  • S63 Uniform Securities Agent State Law Examination
    1996-02-20
Other Names
  • Donna Traina Gebhart
  • Donna Traina Gebhart

View on SEC IAPD

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