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Gerald Francis Kirby

Wilson-Davis & CO., Inc.

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About Gerald Francis Kirby

Gerald Francis Kirby has been in the financial services industry since 1985 and is currently registered with Wilson-Davis & CO., Inc. Gerald is a Series 7, Series 63 and Series 79TO licensed professional. Prior to joining Wilson-Davis & CO., Inc., Gerald held positions at various firms including Sutter Securities Incorporated, Boustead Securities, LLC, Cambria Capital, LLC, Spencer Edwards, Inc., Capital Financial Services, Inc., Baraban Securities, Inc., Tamaron Investments, Inc., and World Securities Corporation. Gerald's experience includes a broad range of financial products and services.

Firm Information

Gerald Kirby is currently registered with Wilson-Davis & CO., Inc.. Wilson-Davis & CO., Inc. is a Corporation formed in 1968 and is registered in 53 states and the SEC. They have been involved in 57 regulatory events and 1 arbitration case.

Not reported

Assets Under Management

Not reported

Total Clients

24

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Gerald Kirby’s Registration & Firm History

CO

02/28/2022 - Present

Wilson-Davis & CO., Inc. (CENTENNIAL CO)

CA

10/14/2021 - 02/23/2022

SUTTER SECURITIES INCORPORATED (IRVINE CA)

CA

02/02/2021 - 02/23/2022

BOUSTEAD SECURITIES, LLC (IRVINE CA)

CO

01/02/2019 - 01/02/2021

CAMBRIA CAPITAL, LLC (Centennial CO)

CO

06/14/1995 - 12/31/2018

SPENCER EDWARDS, INC. (CENTENNIAL CO)

CO

10/30/2009 - 12/03/2015

CAPITAL FINANCIAL SERVICES, INC. (Parker CO)

CA

10/07/1994 - 06/14/1995

BARABAN SECURITIES, INC. (LOS ANGELES CA)

CO

06/16/1992 - 10/07/1994

TAMARON INVESTMENTS, INC. (ENGLEWOOD CO)

CO

06/09/1992 - 06/24/1992

WORLD SECURITIES CORPORATION (CENTENNIAL CO)

NA

11/20/1985 - 06/08/1992

J. W. GANT & ASSOCIATES, INC.

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Licenses & Designations

BC

Issued 12/05/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE Arca, Inc.

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Gerald Francis Kirby.
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