PAUL GERARD is an investment adviser representative (IAR) with state registration records since 2009, appearing at 10 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2021-03-27 | 2025-03-31 | — |
| TD AMERITRADE, INC. | 2018-02-27 | 2021-01-11 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2018-02-26 | 2020-12-31 | — |
| SCOTTRADE INVESTMENT MANAGEMENT | 2017-01-24 | 2018-02-26 | — |
| FIFTH THIRD SECURITIES, INC. | 2014-03-13 | 2015-08-24 | — |
| J.P. MORGAN SECURITIES LLC | 2012-10-01 | 2014-03-03 | — |
| CHASE INVESTMENT SERVICES CORP. | 2012-05-23 | 2012-10-01 | — |
| LPL FINANCIAL LLC | 2011-07-05 | 2012-02-22 | — |
| UVEST FINANCIAL SERVICES GROUP, INC. | 2009-03-31 | 2011-07-05 | — |