Gerald Howard Denney

Current Employers

Employment History

• 09/2013 → 11/2018
  Lpl Financial Llc
  Charlottesville, VA
• 09/2013 → 11/2018
  Private Advisor Group, Llc
  Charlottesville, VA
• 11/2018 → 05/2020
  Ameriprise Financial Services, Inc.
  Charlottesville, VA
• 05/2020 → 05/2025
  Lpl Financial Llc
  Charlottesville, VA
• 05/2025 → Present
  Kestra Investment Services, Llc
  Charlottesville, VA
• 05/2025 → Present
  Kestra Advisory Services, Llc
  Charlottesville, VA

Previous Registrations

• 2020-05-22 → 2025-06-12
  Lpl Financial Llc
  Charlottesville, VA
  Charlottesville, VA
  Penn Laird, VA
• 2018-11-29 → 2020-06-02
  Ameriprise Financial Services, Llc
  Charlottesville, VA
• 2013-09-25 → 2018-11-29
  Private Advisor Group, Llc
  Charlottesville, VA
  Morristown, NJ
• 2010-07-01 → 2013-10-18
  Wells Fargo Clearing Services, Llc
  Charlottesville, VA
• 2004-02-11 → 2010-07-01
  Commonwealth Financial Network
  Waynesboro, VA
• 2000-11-16 → 2004-02-26
  Ubs Financial Services Inc.
  Charlottesville, VA

Other Businesses

Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/28/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: LOAVES & FISHES FOOD PANTRY POSITION: Emeritus Board Director NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2013 ADDRESS: 2050 Lambs Road, Charlottesville VA 22901, United States DESCRIPTION: NONE Name: NOTARY POSITION: Notary NATURE: Notary INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/28/2025 ADDRESS: 600 Peter Jefferson Parkway, Suite 370, Charlottesville VA 22911, United States DESCRIPTION: Witness signatures and document this. Name: PIEDMONT WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/28/2025 ADDRESS: 600 Peter Jefferson Parkway, Suite 370, Charlottesville VA 22911, United States DESCRIPTION: Manage client meetings and relationships. Make trading recommendations and provide ongoing financial planning advice. Name: PWM PROPERTIES, LLC POSITION: Member/Owner NATURE: LLC for tax planning and liability protection INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: 600 Peter Jefferson Parkway, Suite 370, Charlottesville VA 22911, United States DESCRIPTION: Receive rents/filing tax returns. Lease has tenant responsible for all upkeep. Name: FIXED INSURANCE POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/28/2025 ADDRESS: 600 Peter Jefferson Parkway, Suite 370 VA 22911, United States DESCRIPTION: Solicit insurance applications when appropriate to meet client needs. Submit and monitor the applications through the BGA. Name: PJPIII CONDO BOARD MEMBER POSITION: President of the Board NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2020 ADDRESS: 600 Peter Jefferson Parkway, Suite 370, Charlottesville VA 22911, United States DESCRIPTION: In charge of running annual and regular board meetings. Try to meet quarterly and as necessary for Board decisions. We manage the entire Condo building as a Condo Association. Name: GHD HOLDINGS, LLC POSITION: Managing Member NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/28/2025 ADDRESS: 600 Peter Jefferson Parkway, Suite 370, Charlottesville VA 22911, United States DESCRIPTION: All duties for a business owner of a financial planning and investment management business. Meeting with clients/making recommendations/seeing that recommendations are implemented. Financial Planning and ongoing client relationship management. Name: EAGLE POINTE SHORES HOA POSITION: Director NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 12/03/2025 ADDRESS: 1400 Terrace Lane, Charlottesville VA 22911, United States DESCRIPTION: Attend meetings. Help run the organization. Vote on issues when raised. Managing the property of the Association. No investment accounts currently owned by or anticipated to be owned by the Association.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-03-06
• S63 Uniform Securities Agent State Law Examination
  1990-07-27

Designations

Other Names

• Jerry Denney
• Jerry Denney
• Gerald H Denney
• Gerald H Denney
• Gerald Howard Denney
• Gerald Howard Denney