Brent Gilmore is a ChFC-designated registered investment advisor, based in Plain City, OH, with 38 years of industry experience.
Location
Plain City, OH
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brent is the director of Saints and Sinners Golf League, owner of Step Up Wealth Management, LLC, and president of Gilmore Enterprises, Inc. He also works as an advisory representative of a RIA, CIRA.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
September 2024 - Present · 1 yr 8 mos
Cambridge Investment Research Advisors, INC.
September 2024 - Present · 1 yr 8 mos
Cambridge Investment Research, INC.
September 2024 - Present · 1 yr 8 mos
Previous Registrations
United Planners' Financial Services of America a Limited Partner
June 2014 - September 2024 · 10 yrs 3 mos
United Planners' Financial Services of America a Limited PartnerBroker
June 2014 - September 2024 · 10 yrs 3 mos
Legend Advisory CORP
December 2008 - June 2014 · 5 yrs 6 mos
Legend Equities CorporationBroker
December 2008 - June 2014 · 5 yrs 6 mos
Fsc Securities CorporationBroker
July 2005 - December 2008 · 3 yrs 5 mos
On Investment Management CO
January 2005 - July 2005 · 6 mos
The O.N. Equity Sales CompanyBroker
October 2002 - July 2005 · 2 yrs 9 mos
Woodbury Financial Services, INC.Broker
January 1995 - October 2002 · 7 yrs 9 mos
Nylife Securities INC.Broker
November 1992 - April 1994 · 1 yr 5 mos
Nylife Securities INC.Broker
December 1988 - March 1991 · 2 yrs 3 mos
American United Life Insurance CompanyBroker
October 1984 - December 1988 · 4 yrs 2 mos
State Registrations11 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.