Gregory Patrick Burrell

Current Employers

Employment History

• 05/1988 → 03/2017
  Metropolitan Life Insurance Company
  Colorado Springs, CO
• 05/1988 → 03/2017
  Metlife Securities Inc.
  Colorado Springs, CO
• 07/2016 → 01/2020
  Massmutual Life Insurance Company
  Colorado Springs, CO
• 03/2017 → 01/2020
  Mml Investors Services, Llc
  Colorado Springs, CO
• 01/2020 → 01/2024
  Woodbury Financial Services Inc
  Colorado Springs, CO
• 01/2024 → Present
  Osaic Wealth, Inc.
  Colorado Springs, CO

Previous Registrations

• 2020-02-03 → 2024-01-19
  Woodbury Financial Services, Inc.
  Colorado Springs, CO
  Mckinney, TX
  Colorado Springs, CO
• 2017-03-25 → 2020-02-05
  Mml Investors Services, Llc
  Colorado Springs, CO
• 2007-04-17 → 2017-03-25
  Msi Financial Services, Inc.
  Colorado Springs, CO

Other Businesses

1. CARFANGO INSURANCE SERVICES POSITION: Agent NATURE: Insurance brokerage for fixed products INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2018 ADDRESS: 144220 N. Northsight Blvd., Scottsdale AZ 85260, United States DESCRIPTION: Independent Insurance agent 2. DIOSECES OF COLORADO SPRINGS POSITION: Board Member for Catholic Foundation NATURE: 503c Non Profit INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2017 ADDRESS: 228 N Cascade Ave, Colorado Springs CO 80903, United States DESCRIPTION: Board member for the Catholic Foundation. Review investment portfolio of approx. 16 mil. dollars for the benefit of the Catholic Diocese of Colorado Springs. Promote charitable giving to the Foundation through legacy gifting.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-12-04

Designations