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Stephen Lee Gerritz

Gerritz Wealth Management, Inc.

Central Point, OR

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Current Employers
Gerritz Wealth Management, Inc.

Central Point, OR • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-11-29
OR RA APPROVED 2010-10-25
  • TX RA
    APPROVED_RES
    Since 2023-11-29
  • OR RA
    APPROVED
    Since 2010-10-25

Branch Locations

Central Point, OR • 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
Gerritz Wealth Management, Inc. Central Point OR 01/1999 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-04-29
S63 Uniform Securities Agent State Law Examination 1983-05-31
  • S65 Uniform Investment Adviser Law Examination
    1992-04-29
  • S63 Uniform Securities Agent State Law Examination
    1983-05-31

View on SEC IAPD

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