Gary Joseph Preisser

Current Employers

Employment History

• 07/2010 → Present
  Gary Preisser, Inc.
  Danville, CA
• 01/2012 → 12/2016
  Transamerica Financial Advisors, Inc
  Pleasanton, CA
• 01/2012 → 12/2016
  Transamerica Financial Advisors, Inc
  Pleasanton, CA
• 01/2017 → 04/2017
  Usa Financial Securities
  Ada, MI
• 06/2017 → 07/2018
  Eqis Capital Management, Inc.
  San Rafael, CA
• 07/2018 → 11/2019
  Ae Wealth Management, Llc
  Topeka, KS
• 07/2016 → 08/2020
  Oxford Advisory Group, Llc
  Kissimmee, FL
• 10/2020 → 02/2022
  Polley Wealth Management Llc
  Orlando, FL
• 03/2022 → Present
  Kinetic Investment Management, Inc.
  Provo, UT
• 10/2021 → Present
  Stonebriar Financial
  Provo, UT
• 11/2021 → Present
  Borgstrom Accountancy Corp
  San Ramon, CA
• 05/2018 → 07/2020
  Oxford Advisory
  Orlando, FL

Previous Registrations

• 2022-03-03 → 2024-02-05
  Kinetic Investment Management, Inc.
  Los Angeles, CA
  Provo, UT
• 2020-11-04 → 2022-02-28
  Polley Wealth Management Llc
  Orlando, FL
• 2018-07-06 → 2019-11-18
  Ae Wealth Management, Llc
  Kissimmee, FL
  San Ramon, CA
• 2017-06-29 → 2018-09-06
  Freedom Investment Management, Inc.
  San Ramon, CA
  South Windsor, CT
• 2017-01-12 → 2017-04-11
  Usa Financial Securities Llc
  San Ramon, CA
  Ada, MI
  San Ramon, CA
• 2012-01-06 → 2016-10-17
  Transamerica Financial Advisors, Llc
  Pleasanton, CA
• 2010-05-04 → 2012-01-06
  Investment Advisors International, Inc.
  Pleasanton, CA
  Pleasanton, CA

Other Businesses

1.) GARY PREISSER, INC.; NOT INVESTMENT RELATED; 2795 DOS RIOS DR. SAN RAMON, CA 94583; BOOKKEEPING; PRINCIPAL; START DATE 01/2010; 10 HRS/MONTH; 10 HRS/MONTH DURING SECURITIES TRADING; MANAGE BOOKKEEPERS AND CLIENT RELATIONS. 2.) INSURANCE SALES; INVESTMENT-RELATED; FLORIDA; INSURANCE AGENT; 2020; APPROXIMATELY 30 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS. 3.) RP2 INVESTMENTS, LLC; NOT INVESTMENT-RELATED; PANAMA CITY, FL; PRINCIPAL; 3/2020; APPROX 10 HRS/MO OUTSIDE TRADING HOURS; REAL ESTATE DEVELOPMENT COMPANY. 4.) Stonebriar Financial, Inc.; Investment-related; Financial Planning; Provo, UT; Partner; October 2021

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-04-01
• S65 Uniform Investment Adviser Law Examination
  2010-04-01

Other Names

• Gary Joseph Preisser