Douglas Adam Gerrard

Current Employers

Employment History

• 06/2015 → 10/2017
  Nfp Insurance Solutions
  Chicago, IL
• 10/2017 → 12/2018
  Raymond James Financial Services, Inc.
  Miami, FL
• 06/2018 → 12/2018
  Raymond James Financial Services Advisors, Inc.
  Ft Lauderdale, FL
• 10/2017 → 12/2018
  Provenance Wealth Advisors
  Fort Lauderdale, FL
• 11/2017 → 12/2018
  Provenance Wealth Advisors
  Miami, FL
• 12/2018 → Present
  The Leaders Group, Inc.
  Littleton, CA
• 01/2023 → Present
  Gerrard Advisors Llc
  Miami Beach, FL

Previous Registrations

• 2018-06-05 → 2018-12-20
  Raymond James Financial Services Advisors, Inc
  Fort Lauderdale, FL
• 2018-07-05 → 2018-12-17
  Provenance Wealth Advisors
  Miami, FL

Other Businesses

1. Deere Park Capital, LLC - 01/01/1997 - 1111 Lincoln Road, Miami Beach, FL 33139 - Manager, Family Investment Activity/Private Equity, Private equity investing, 40 hrs/mo; 40 hrs/mo (during trading hours). 2.) Crown World Services LTD - 09/01/2018 - 22 Victoria Street, Bermuda Canon's Court, P O ox HM1624, Hamilton, Bermuda HM EX, Consultant, Insurance not inv't rel, 20 hrs/mo; 20 hrs/mo (during trading hours). 3.) TLG Advisors Inc - Since 12/14/2018 - 26 W Dry Creek Cr., Suite 800, Littleton, CO 80120 - Investment Related, IAR Business, IAR Rep, Devote Approx: 30 hrs p/mo. 4.) Provenance Wealth General Insurance Agency - 01/01/2020 - 1111 Lincoln Road, Miami Beach, FL 33139 - Advisor, Advisory Services, Insurance and Estate Planning Business, Not Inv't Rel, 15 hrs/mo; 10 hrs/mo (during trading hours). 5.) NFP Insurance Solutions - 01/01/2021 - 407 Lincoln Road, Suite 8G, Miami Beach, FL 33139 - Insurance agent, Placing life insurance policies, Insurance business, Not Invt Rel, 25 hrs/mo; 10 hrs/mo (during trading hours). 6.) Gerrard Advisors LLC - 01/01/2023 - 407 Lincoln Road, Suite 8G, Miami Beach, FL 33139 - President, Financial planning and family office, Invt Rel, 50 hrs/mo; 25 hrs/mo (during trading hours). 7.) BENTLEY LEGAL CAPITAL - 4/17/2025 - 407 Lincoln Road, Suite 8-G, Miami Beach, FL 33139 - Fund Manager, administrative services of fund, accounting/billing, money movement to and from clients, operations, Invt Rel, 10 hrs/mo; 2 hrs/mo (during trading hours). 8.) RALPH LEGAL CAPITAL - 3/10/2025 - 407 Lincoln Road, Suite 8-G, Miami Beach, FL 33139 - Fund Manager, administrative, accounting/billing, money movement to and from clients, operations, Invt Rel, 10 hrs/mo; 2 hrs/mo (during trading hours). 9.) WINSTON LEGAL CAPITAL - 11/8/2023 - 407 Lincoln Road, Suite 8-G, Miami Beach, FL 33139 - Fund Manager, Administrative, accounting/billing, money movement to and from clients, Invt Rel, 8 hrs/mo; 2 hrs/mo (during trading hours). 10.) KINGS CROSS CAPITAL HOLDINGS LLC - 6/26/2026 - 407 Lincoln Road Suite 8G, Miami Beach, FL. 33139 - Manager, Investment Entity, Invt Rel, 10 hrs/mo; 5 hrs/mo (during trading hours).

Exams

• S66 Uniform Combined State Law Examination
  2018-05-01
• S63 Uniform Securities Agent State Law Examination
  2010-12-20

Other Names

• Doug Gerrard