Gilbert Alan Cardillo

Current Employers

Employment History

• 04/2002 → 07/2020
  Investacorp
  Miami Lakes, FL
• 07/2020 → 10/2020
  Securities America, Inc.
  Riverhead, NY
• 07/2020 → 10/2020
  Securities America Advisors
  Riverhead, NY
• 10/2020 → Present
  Independent Financial Group
  Riverhead, NY
• 09/2020 → Present
  Peconic Asset Planning, Inc.
  Riverhead, NY

Other Businesses

(1) PECONIC ASSET PLANNING INC. - DBA. POSITION: Employee. INVESTMENT RELATED: Yes. NUMBER OF HOURS: 172 SECURITIES TRADING HOURS: 172 START DATE: 04/01/2002. ADDRESS: 53 Lake Ave, Riverhead NY 11901, United States. DESCRIPTION: DBA used for marketing purposes. (2) GILBERT A CARDILLO POSITION: Agent/Representative NATURE: Insurance outside of IFG. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0. START DATE: 10/01/2020. ADDRESS: 53 Lake Ave, Riverhead NY 11901, United States. DESCRIPTION: NY Insurance Agent. (3) SUFFOLK COUNTY PARKS TRUSTEE. POSITION: Volunteer. NATURE: Board Member or Officer (Profit or Non-Profit). Not INVESTMENT RELATED. NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 3 START DATE: 09/01/2005. ADDRESS: PO BOX 144, West Sayville NY 11796, United States. DESCRIPTION: Evaluate land purchases and advise on the feasibility of said purchases for appropriate parkland potential. (4) PECONIC ASSET PLANNING INC. - RIA. POSITION: Agent/Representative NATURE: Outside Registered Investment Advisor/Outside IAR. INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 40 START DATE: 10/01/2020. ADDRESS: 53 Lake Ave, Riverhead NY 11901, United States. DESCRIPTION: 100% owner of state-registered investment advisor.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-11-23
• S63 Uniform Securities Agent State Law Examination
  1984-11-29