Gregg Anthony Catsoulis

Current Employers

Employment History

• 02/2009 → 08/2018
  Lpl Financial Llc
  Dedham, MA
• 08/2014 → 12/2022
  The Patriot Financial Group, Llc
  Hopkinton, MA
• 08/2018 → 06/2024
  Securities America, Inc
  Hopkinton, MA
• 01/2023 → 06/2024
  Securities America Advisors
  Hopkinton, MA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Hopkinton, MA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Hopkinton, MA

Previous Registrations

• 2023-01-11 → 2024-06-14
  Securities America Advisors, Inc.
  Hopkinton, MA
• 2014-10-20 → 2023-02-10
  The Patriot Financial Group, Llc
  Dedham, MA
  Walpole, MA
  Westborough, MA
  Walpole, MA
  Hopkinton, MA
• 2009-03-10 → 2015-10-23
  Lpl Financial Llc
  Charlotte, NC
  Westborough, MA
  Westborough, MA
• 2007-05-07 → 2009-02-27
  Osaic Fs, Inc.
  Dedham, MA
  Dedham, MA

Other Businesses

Name: Patriot Brokerage Services Position: Sales agent - Nature: Individual fixed insurance product sales and service. - Investment Related: No - Hours: 8 - Securities Trading Hours: 6 Start Date: 08/01/2006 - Address: 63 SOUTH ST STE 250, HOPKINTON, MA 01748 Name: 154 wooed road 151 Winsor Avenue Position: manage - Nature: Rental properties - Investment Related: No - Hours: 1 - Securities Trading Hours: 0 - Start Date: 05/01/1998 - Address: 154 Wood Road, 151 Winsor avenue, Watertown MA 02472, United States Name: Gregg A. Catsoulis Consulting Position: Management - Nature: Management company - Investment Related: No Hours: 2 - Securities Trading Hours: 0 - Start Date: 01/01/2017 - Address: 153 Winsor Avenue, Watertown MA 02472, United States PATRIOT BENEFIT SERVICES POSITION: Managing Partner NATURE: Fixed Group Insurance Sales and Service INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 50 START DATE: 07/01/2009 ADDRESS: 63 SOUTH ST STE 250, HOPKINTON, MA 01748 DESCRIPTION: Prospecting, benefits analysis, Quoting, sale and servise

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-03-29
• S63 Uniform Securities Agent State Law Examination
  1998-06-05