Gregory C Boles

Current Employers

Iams Wealth Management, Llc

18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2017-06-28

NJ RA
APPROVED

Since 2017-06-28

Branch Locations

331 Newman Springs Road 4Th Floor Suite 143, Red Bank, NJ 07701 • United States

18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ameritas Investment Corp	Lincoln	NE	12/2001	Present
Vista Financial	Monmouth Beach	NJ	01/2008	Present
Iams Wealth Management, Llc	Omaha	NE	06/2017	Present

12/2001 → Present

Ameritas Investment Corp

Lincoln, NE
01/2008 → Present

Vista Financial

Monmouth Beach, NJ
06/2017 → Present

Iams Wealth Management, Llc

Omaha, NE

Other Businesses

1.) LICENSED AS AN IND INS AGT TO SELL FIXED INS PRODUCTS * VISTA FINANCIAL; RED BANK, NJ; INV REL; LLC; CEO; START DATE=01/2008; HRS/MO=100; TRADING HRS/MO=100; FINANCIAL REP 2.) OUTSOURCED ESTATE PLANNING SOFTWARE SERVICES THROUGH LEGACY LOCK; 04/2023, 10 HOURS/MONTH WITH APPROX. 5 HOURS DURING TRADING HOURS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-06-09

S65 Uniform Investment Adviser Law Examination

2017-06-09

View on SEC IAPD

Current Employers

Iams Wealth Management, Llc

Disclosures

Employment History

Other Businesses

Exams

Other Firms

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