Best Investors Account Sign in
Inactive

Peter Raymond Gaylord

Gaylord Wealth Management, LLC

Rocklin, CA

Claim This Profile
Current Employers
Gaylord Wealth Management, Llc

6520 Lonetree Blvd. #2030, Rocklin, CA 95765 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2013-09-24
  • CA RA
    APPROVED
    Since 2013-09-24

Branch Locations

6520 Lonetree Blvd. #2030, Rocklin, CA 95765 • 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
Peter Gaylord Services, Inc Rocklin CA 08/2001 Present
Gaylord Wealth Management, Llc Rocklin CA 07/2013 Present
Previous Registrations
  • 2004-09-03 → 2009-11-21
    Efficient Market Advisors, Llc
    San Diego, CA
Other Businesses

BUSINESS AND MARKETING CONSULTING THROUGH PETER GAYLORD CONSULTING, INC. NON-INVESTMENT RELATED. PRESIDENT AND CONSULTANT SINCE 08/2001. 5 HOURS PER MONTH DURING NON-TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-10-05
S63 Uniform Securities Agent State Law Examination 1999-09-17
  • S65 Uniform Investment Adviser Law Examination
    2004-10-05
  • S63 Uniform Securities Agent State Law Examination
    1999-09-17
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Rocklin, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor