GORDON FINANCIAL, INC.
CLEARWATER, FLORIDA

Gordon Financial, Inc., established on April 28, 1997, is a comprehensive financial services firm devoted to enhancing long-term financial success for its clients. Headquartered in Clearwater, Florida, at 2424 Enterprise Road, Suite G, the company offers bespoke programs designed to grow and preserve client assets, characterized by an unparalleled level of personalized service. As a Registered Investment Advisory firm, Gordon Financial operates under stringent state regulations and registration requirements which mandate that access to certain product information is restricted to residents of states where it holds current registration. Similarly, its representatives may only conduct business in specific states after meeting the requisite licensing and regulatory conditions. The company maintains an active online presence through its website, gordonfinancial.com, intended solely for users residing within a defined set of states. Gordon Financial is an independent entity without affiliation with Trustmont Financial Group. The firm has undergone several corporate developments since incorporation, with significant events including an amendment filed on October 29, 2004, and the recent annual report submission on April 6, 2024, for the fiscal year of that same year. Key executive leadership includes William B. Gordon serving as President, underlining the company's commitment to principled guidance and strategic oversight. Gordon Financial continues its mission within the business continuity framework set by industry regulations.