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Andrew Thomas Gerhartz

Bridge The Gap Retirement Planners

Simi Valley, CA

Phoenix, AZ

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Current Employers
Bridge The Gap Retirement Planners

2655 First Street, Suite 250, Simi Valley, CA 93065 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-10
AZ RA APPROVED 2022-07-12
  • CA RA
    APPROVED
    Since 2025-01-10
  • AZ RA
    APPROVED
    Since 2022-07-12

Branch Locations

2655 First Street, Suite 250, Simi Valley, CA 93065 • United States

Phoenix, AZ • 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
Schwab Private Client Investment Advisory, Inc. Phoenix AZ 04/2016 05/2022
Bridge The Gap Retirement Planners Llc Simi Valley CA 06/2022 Present
  • 04/2016 → 05/2022
    Schwab Private Client Investment Advisory, Inc.
    Phoenix, AZ
  • 06/2022 → Present
    Bridge The Gap Retirement Planners Llc
    Simi Valley, CA
Previous Registrations
Other Businesses

ANDREW GERHARTZ OWNS MULTIPLE RENTAL PROPERTIES. HE GENERALLY DOES NOT DEVOTE ANY TIME TO THESE BUSINESSES DURING TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-06-28
S63 Uniform Securities Agent State Law Examination 2011-01-07
  • S66 Uniform Combined State Law Examination
    2014-06-28
  • S63 Uniform Securities Agent State Law Examination
    2011-01-07
Designations

View on SEC IAPD

Other Firms

HBW ADVISORY SERVICES LLC
TORTUGA ADVISERS LLC
THE INDEPENDENT FINANCIAL GROUP
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
MISSION WEALTH MANAGEMENT, LP
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

JORGE ALBERTO MEZA
NEAL GARDNER DAVIS
ROBERT PHILIP SULLIVAN
Benjamin Scott Ruiter
MICHAEL DIFIORE
Bryan Kenneth Geurink
Chad Michael Francis
Andrea Smith Young

Other Offices

HBW ADVISORY SERVICES LLC · SIMI VALLEY, CA
TORTUGA ADVISERS LLC · SIMI VALLEY, CA
THE INDEPENDENT FINANCIAL GROUP · SIMI VALLEY, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Simi Valley, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Simi Valley, CA
MISSION WEALTH MANAGEMENT, LP · Simi Valley, CA
THE INDEPENDENT FINANCIAL GROUP · Simi Valley, CA
EDWARD JONES · SIMI VALLEY, CA

More in Simi Valley, CA

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