# ROBERT PATRICK GILLARD

ROBERT PATRICK GILLARD is an investment adviser representative (IAR) with state registration records since 2001, appearing at 7 firms. Currently registered with LPL FINANCIAL LLC, CALIFORNIA FINANCIAL PARTNERS, INC..

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CALIFORNIA FINANCIAL PARTNERS, INC.](https://search.stillhousedata.com/firm/328026) | 2023-09-21 | present | Yes |
| [CALIFORNIA FINANCIAL PARTNERS](https://search.stillhousedata.com/firm/133809) | 2016-01-25 | 2023-09-22 | — |
| [CALIFORNIA FINANCIAL PARTNERS](https://search.stillhousedata.com/firm/133809) | 2014-11-24 | 2015-12-31 | — |
| [THE HEYMONT GROUP WEALTH MANAGEMENT AND RETIREMENT SOLUTIONS](https://search.stillhousedata.com/firm/137372) | 2013-05-17 | 2014-11-19 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2013-03-28 | present | Yes |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2012-03-06 | 2013-04-03 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2007-09-07 | 2012-01-19 | — |
| [DEUTSCHE BANK SECURITIES INC.](https://search.stillhousedata.com/firm/2525) | 2001-06-18 | 2007-10-05 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3254404)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3254404.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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