Gerald Allen Graham

Current Employers

Employment History

• 01/2013 → Present
  Cetera Advisors Llc
  Denver, CO
• 08/2000 → Present
  The Timberline Group, Llc;
  Centennial, CO
• 02/2018 → Present
  The Timberline Group, Llc/ Dbatimberline Wealth
  Centennial, CO
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 04/2026 → Present
  Timberline Wealth Management Llc
  Aurora, CO

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 03/1997; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 HOUR; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE. 2.PROFESSIONAL MUSICIAN, START 1996, 15605 E GRAND AURORA CO 80015, 1HR/WK, COMPOSER ACCOMPANIST 3. ATHLETIC ONES, NOT INVESTMENT RELATED, 16748 E SMOKEY HILL ROAD, #320, CENTENNIAL, CO 80015, START 08/04/2013, A START-UP NOT FOR PROFIT ORGANIZATION TO PROMOTE THE SUCCESS AND HEALTH OF STUDENT ATHLETES WHO ARE DIAGNOSED WITH TYPE 1 DIABETES, 1 HOUR PER WEEK, NOT DURING TRADING HOURS, VICE PRESIDENT ON THE BOARD OF DIRECTORS, OPERATIONAL ACTIVITIES, HELP WITH THE ORGANIZATION OF FUND RAISING ACTIVITIES AND POTENTIAL SCHOLARSHIPS.. 4. NAME OF OTHER BUSINESS: SIFMA FOUNDATION'S INVEST IT FORWARD INVESTMENT RELATED: NO ADDRESS: 120 BROADWAY 35TH FL. NEW YORK NY 10271 NATURE OF BUSINESS: NON-PROFIT START DATE: 2/2016 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF TRADING HOURS PER WEEK: 1 POSITION/TITLE/RELATIONSHIP: VOLUNTEER BRIEF DESCRIPTION OF DUTIES: TEACH AND JUDGE FOR NATIONAL ESSAY COMPETITION. 5. NAME OF OTHER BUSINESS: THE TIMBERLINE GROUP, LLC/ DBA TIMBERLINE WEALTH; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 05/2026, POSITION/TITLE/RELATIONSHIP: CO-OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 6. NAME OF OTHER BUSINESS: DBA THE TIMBERLINE INSURANCE AGENCY; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 08/16/2000; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 HOUR; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: DBA FOR FIXED INSURANCE BUSINESS. 7. NAME OF OTHER BUSINESS: DBA THE TIMBERLINE GROUP, LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 08/16/2000; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 50+ HOURS; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 HOURS; BRIEF DESCRIPTION OF DUTIES: DBA FOR SECURITIES BUSINESS. 8. NAME OF OTHER BUSINESS: TIMBERLINE WEALTH MANAGEMENT LLC INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 04/2026; POSITION/TITLE/RELATIONSHIP: CO-OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL, ADVISORY AND INSURANCE SERVICES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-12-15
• S63 Uniform Securities Agent State Law Examination
  1986-05-28

Other Names

• Gerald Allen Graham
• Jerry Graham