Stephen Albert Greco

Current Employers

Pandora Wealth, Inc.

1980 Festival Plaza Suite 300, Las Vegas, NV 89135 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2026-03-02

IL RA
APPROVED

Since 2026-03-02

Branch Locations

1980 Festival Plaza Suite 300, Las Vegas, NV 89135 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

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

Employment History

Organization	City	State	From	To
Creative Planning	Lemont	IL	09/2013	03/2017
Spotlight Asset Group, Inc.	Lemont	IL	03/2017	07/2024
Pandora Wealth, Inc.	Oakbrook Terrace	IL	07/2024	Present

09/2013 → 03/2017

Creative Planning

Lemont, IL
03/2017 → 07/2024

Spotlight Asset Group, Inc.

Lemont, IL
07/2024 → Present

Pandora Wealth, Inc.

Oakbrook Terrace, IL

Previous Registrations

2024-07-17 → 2026-01-01

Pandora Wealth, Inc.

Las Vegas, NV
2017-05-08 → 2024-11-22

Spotlight Asset Group

Oakbrook Terrace, IL
2013-09-24 → 2017-03-03

Creative Planning

Lemont, IL

Overland Park, KS
2011-04-05 → 2013-11-13

Wealthquest Corporation

Cincinnati, OH
2004-12-10 → 2011-04-21

Td Ameritrade, Inc.

Columbus, OH

Chicago, IL

Chicago, IL

Chicago, IL
2006-05-17 → 2011-04-21

Td Ameritrade Investment Management, Llc

Chicago, IL

Columbus, OH

Chicago, IL
2004-03-09 → 2004-12-08

Charles Schwab & Co., Inc.

Clayton, MO
2002-10-11 → 2003-11-25

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Ladue, MO

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2011-04-21
S66	Uniform Combined State Law Examination	2002-05-25

S65 Uniform Investment Adviser Law Examination

2011-04-21
S66 Uniform Combined State Law Examination

2002-05-25