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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-01-06 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
407 Lincoln Road Suite 8G, Miami Beach, FL 33139 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rolling Meadows | IL | 12/2017 | 12/2018 |
| Penn Mutual Life Insurance Company | Chicago | IL | 10/2016 | 10/2017 |
| Unemployed | Chicago | IL | 10/2017 | 12/2017 |
| Unemployed | Chicago | IL | 08/2016 | 10/2016 |
| Tiaa | Evanston | IL | 01/2019 | 11/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Evanston | IL | 01/2019 | 11/2020 |
| The Leaders Group, Inc | Littleton | CO | 01/2021 | Present |
| Douglas Gerrard | Miami Beach | FL | 01/2021 | 01/2023 |
| Gerrard Advisors Llc | Miami Beach | FL | 01/2023 | Present |
1.GERRARD ADVISORS LLC - 1/1/2023 - 407 Lincoln Road, Suite 8-G, Miami Beach, FL 33139 - Administrative/Operational Support, operational support, presentation building with Excel, Word, Powerpoint for life insurance/pension plan cases, illustration preparedness using case design software, administrative support/assistant duties, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) TLG ADVISORS, INC - 1/6/21 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, IAR Business, 0 hrs/mo; 0 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-26 |
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