# PAUL OTTO GELORMINI

PAUL OTTO GELORMINI is an investment adviser representative (IAR) with state registration records since 2002, appearing at 5 firms. Currently registered with PROMONTORY FINANCIAL PLANNING, LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [PROMONTORY FINANCIAL PLANNING, LLC](https://search.stillhousedata.com/firm/153666) | 2025-01-01 | present | Yes |
| [LIBERTY WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/286001) | 2018-05-17 | 2019-01-22 | — |
| [LIBERTY GROUP, LLC](https://search.stillhousedata.com/firm/106036) | 2010-03-26 | 2018-10-10 | — |
| [SECURITIES AMERICA ADVISORS, INC.](https://search.stillhousedata.com/firm/110518) | 2008-12-26 | 2010-03-30 | — |
| [EPLANNING ADVISORS INC](https://search.stillhousedata.com/firm/109184) | 2002-03-05 | 2008-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2066089)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2066089.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.