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Martinez, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-03-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Brokerage | Irving | TX | 07/2015 | 01/2020 |
| Core Investment Management Group, Llc | Augusta | GA | 01/2016 | Present |
| Herrington Financial Services, Inc. | Augusta | GA | 03/2018 | Present |
| Herrington Financial Services, Inc. | Augusta | GA | 08/2020 | Present |
| Lifestyle Financial Services, Llc | Martinez | GA | 12/2022 | Present |
| Herrington Financial Services Dba Lifestyle Financial Services | Martinez | GA | 10/2020 | Present |
Gerald House is currently employed as Real Estate Broker/Manager at Core Investment Management Group, LLC. This activity accounts for approximately 10% of his time. Gerald House is registered as an investment adviser representative of Herrington Financial Services, Inc. dba Lifestyle Financial Services and provides advisory services to Clients of that firm. This activity accounts for up to 10 per week during normal trading hours. Advisory services provided to Clients of LFS are separate from any services provided to Clients of LFS and will not create a conflict of interest.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-10 |
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