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Brian Gehlbach

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Westlake, OH

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-03-28
OH RA APPROVED 2018-11-16
  • TX RA
    APPROVED
    Since 2019-03-28
  • OH RA
    APPROVED
    Since 2018-11-16

Branch Locations

159 Crocker Park Blvd, Westlake, OH 44145 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Westlake OH 02/2018 Present
The Friendship Foundation Redondo Beach CA 11/2016 02/2018
Unemployed Redondo Beach CA 08/2016 11/2016
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-15
  • S66 Uniform Combined State Law Examination
    2018-11-15

View on SEC IAPD

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Michael Coletta

Other Offices

PARADIGM WEALTH MANAGEMENT, LLC · WESTLAKE, OH
HIGHLAND CONSULTING ASSOCIATES INC. · CLEVELAND, OH
HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC. · CLEVELAND, OH
COLETTA CAPITAL, LLC · WESTLAKE, OH
ATHLETES FINANCIAL ADVISERS, LLC · WESTLAKE, OH
MORGAN STANLEY · Westlake, OH
RAYMOND JAMES & ASSOCIATES, INC. · WESTLAKE, OH
INDEPENDENT FINANCIAL GROUP, LLC · Westlake, OH

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