Gerald Edward Anderson

Current Employers

West Oak Wealth

Weatherford, OK • United States

Current Registrations

Authority	Category	Status	Date
OK	RA	APPROVED	2024-04-25

OK RA
APPROVED

Since 2024-04-25

Branch Locations

Weatherford, OK • 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

Organization	City	State	From	To
Rtc Resources, Llp	Weatherford	OK	09/1999	Present
West Oak Wealth, Llc	Weatherford	OK	10/2023	Present

09/1999 → Present

Rtc Resources, Llp

Weatherford, OK
10/2023 → Present

West Oak Wealth, Llc

Weatherford, OK

Other Businesses

Gerald Anderson is the owner of RTC Resources, LLP, which produces Oil and Gas. This is not investment related and accounts for less than 5% of his time during trading hours. This does not pose a conflict of interest for clients of WOW.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-08-19

S65 Uniform Investment Adviser Law Examination

2023-08-19

Other Names

Gerald Edward Anderson

View on SEC IAPD