Gregory James Gregory

Current Employers

Employment History

• 06/2016 → 09/2025
  Avantax Insurance Agency Llc
  Sugar Land, TX
• 08/2009 → Present
  Gregory Financial Services Inc
  Sugar Land, TX
• 08/2009 → Present
  Gregory Financial Services Inc
  Sugar Land, TX
• 06/2025 → 09/2025
  Avantax Advisory Services
  Sugar Land, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Sugar Land, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 07/1996 → 09/2025
  Avantax Investment Services, Inc.
  Sugar Land, TX
• 08/1988 → Present
  Self-Employed
  Houston, TX

Previous Registrations

• 2025-07-16 → 2025-09-05
  Avantax Advisory Services
  Sugar Land, TX
  Dallas, TX

Other Businesses

1) Sharpstown Rotary Club~PO Box 36028~Houston~TX~77236-6028~Nonprofit~Treasurer/Comptroller~7/1/2017~2hrs~1hrs~Maintain the club's books and report monthly to the board of directors. 2) Gregory Financial Services Inc~12705 S Kirkwood Rd, Suite 219~Stafford~TX~77477~Tax Preparation/Accounting~President~8/17/2009~150hrs~120hrs~Preparation of business and personal tax returns. Complete and review client's accounting records. Respond to client inquiries. Marketing and overall management of the practice. 3) 402 Brooks LLC~402 Brooks St~Sugar Land~TX~77478~Real Estate~President~1/1/2015~1hrs~1hrs~Collect rent and pay mortgage & all expense 4) Gregory J. Gregory~12705 S Kirkwood Rd, Suite 219~Stafford~TX~77477~Independent Insurance Agent~Owner/Sole Proprietor~1/1/1997~1hrs~1hrs~Sale of life insurance, LTC insurance and health insurance. 5) CORNERSTONE SRE INC POSITION: Director/Treasurer/VP NATURE: This is my wife's company established to flip a house. It has been inactive for several years but still legally exists with no assets. The last year with activity was 2016. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/28/2015 ADDRESS: 402 Brooks Street, Sugar Land TX 77478, United States DESCRIPTION: File tax return if there is activity. 6) GREGORY FINANCIAL SERVICES INC POSITION: President NATURE: Accounting Services/Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 120 START DATE: 08/17/2009 ADDRESS: 402 Brooks Street, Sugar Land TX 77478, United States DESCRIPTION: I prepare all tax returns and review all accounting work 7) Vouno Tripoli LLC; Member; Minority ownership in a restaurant management company.; NIR; 1; 02/01/2019; 402 Brooks Street Sugar Land TX 77478; Review the monthly financial statements and file monthly sales tax reports.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-10-09

Designations

Other Names

• Gregory J Gregory
• Gregory James Gregory