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Samuel Joshua Gerry

Goldstone Financial Group, LLC

Oakbrook Terrace, IL

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Current Employers
Goldstone Financial Group, Llc

18W140 Butterfield Road 16Th Floor, Oakbrook Terrace, IL 60181 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-03-25
  • IL RA
    APPROVED
    Since 2026-03-25

Branch Locations

18W140 Butterfield Road 16Th Floor, Oakbrook Terrace, IL 60181 • 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
Guggenheim Partners Chicago IL 06/2023 08/2023
Indiana Wesleyan University Marion IN 08/2021 05/2025
Parkview Kids Camp Wheaton IL 06/2022 08/2022
Cantigny Golf Academy Wheaton IL 05/2018 08/2021
Studio Movie Grill Wheaton IL 11/2017 03/2018
Unemployed Wheaton IL 06/2013 10/2017
Alps Distributors, Inc. Denver CO 02/2025 02/2026
Performance Trust Asset Management Denver CO 06/2024 02/2026
Goldstone Financial Group Oak Brook IL 02/2026 Present
  • 06/2023 → 08/2023
    Guggenheim Partners
    Chicago, IL
  • 08/2021 → 05/2025
    Indiana Wesleyan University
    Marion, IN
  • 06/2022 → 08/2022
    Parkview Kids Camp
    Wheaton, IL
  • 05/2018 → 08/2021
    Cantigny Golf Academy
    Wheaton, IL
  • 11/2017 → 03/2018
    Studio Movie Grill
    Wheaton, IL
  • 06/2013 → 10/2017
    Unemployed
    Wheaton, IL
  • 02/2025 → 02/2026
    Alps Distributors, Inc.
    Denver, CO
  • 06/2024 → 02/2026
    Performance Trust Asset Management
    Denver, CO
  • 02/2026 → Present
    Goldstone Financial Group
    Oak Brook, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-23
S63 Uniform Securities Agent State Law Examination 2024-03-28
  • S65 Uniform Investment Adviser Law Examination
    2026-03-23
  • S63 Uniform Securities Agent State Law Examination
    2024-03-28
Other Names
  • Sam Gerry

View on SEC IAPD

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