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Gerard Joseph Colistra

LPl Financial LLC

Latham, NY

Amsterdam, NY

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-07-10
  • NY RA
    APPROVED
    Since 2025-07-10

Branch Locations

930 Albany Shaker Road Suite 110, Latham, NY 12110 • United States

12 Mohawk Place, Amsterdam, NY 12010 • 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
Gerard J. Colistra Dba Omni Insurance Amsterdam NY 04/1994 07/2025
Princor Financial Services Corporation Albany NY 12/1997 09/2016
Cadaret, Grant & Co., Inc. Amsterdam NY 09/2016 07/2025
Lpl Financial Llc Amsterdam NY 07/2025 Present
  • 04/1994 → 07/2025
    Gerard J. Colistra Dba Omni Insurance
    Amsterdam, NY
  • 12/1997 → 09/2016
    Princor Financial Services Corporation
    Albany, NY
  • 09/2016 → 07/2025
    Cadaret, Grant & Co., Inc.
    Amsterdam, NY
  • 07/2025 → Present
    Amsterdam, NY
Previous Registrations
  • 2021-05-04 → 2025-07-10
    Cadaret, Grant & Co., Inc.
    Latham, NY
    Amsterdam, NY
Other Businesses

1. 07/10/2025-Omni Insurance Services LLC- Property and Casualty- INV Related- At Reported Business Location(s)- Start date 04/01/2021- 80 Hours Per Month- 15 Hours During Trading 2. 07/10/2025- Omni Insurance & Financial Services- Property and Casualty- INV Related- At Reported Business Location(s)- Start date 07/07/1994- 5 Hours Per Month- 5 Hours During Trading 3. 07/10/2025- Omni Insurance & Financial Services- Property and Casualty- INV Related- At Reported Business Location(s)- Start date 04/01/1994- 20 Hours Per Month- 10 Hours During Trading 4. 07/10/2025- Sage Financial Associates- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/01/2016- 30 Hours Per Month- 15 Hours During Trading 5. 07/10/2025- Gates Cole Associates Inc- Property and Casualty- INV Related- At Reported Business Location(s)- Start date 06/10/2025- 30 Hours Per Month- 15 Hours During Trading 6. 07/10/2025- Omni Insurance and Financial Services- Property and Casualty- INV Related- At Reported Business Location(s)- Start date 09/01/1994- 30 Hours Per Month- 10 Hours During Trading

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1980-02-08
  • S63 Uniform Securities Agent State Law Examination
    1980-02-08
Designations
Other Names
  • Jerry Colistra

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