# PAUL GERARD

PAUL GERARD is an investment adviser representative (IAR) with state registration records since 2009, appearing at 10 firms. Currently registered with STRATEGIC ADVISERS LLC.

## Registration history (10)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2025-03-31 | present | Yes |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2021-03-27 | 2025-03-31 | — |
| [TD AMERITRADE, INC.](https://search.stillhousedata.com/firm/7870) | 2018-02-27 | 2021-01-11 | — |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2018-02-26 | 2020-12-31 | — |
| [SCOTTRADE INVESTMENT MANAGEMENT](https://search.stillhousedata.com/firm/169988) | 2017-01-24 | 2018-02-26 | — |
| [FIFTH THIRD SECURITIES, INC.](https://search.stillhousedata.com/firm/628) | 2014-03-13 | 2015-08-24 | — |
| [J.P. MORGAN SECURITIES LLC](https://search.stillhousedata.com/firm/79) | 2012-10-01 | 2014-03-03 | — |
| [CHASE INVESTMENT SERVICES CORP.](https://search.stillhousedata.com/firm/25574) | 2012-05-23 | 2012-10-01 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2011-07-05 | 2012-02-22 | — |
| [UVEST FINANCIAL SERVICES GROUP, INC.](https://search.stillhousedata.com/firm/13787) | 2009-03-31 | 2011-07-05 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4577313)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4577313.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.