Gregory Thomas Frech

Current Employers

Employment History

• 06/2009 → 01/2019
  Morgan Stanley Smith Barney
  Palm Desert, CA
• 01/2015 → 01/2019
  Morgan Stanley Private Bank, National Association
  New York, NY
• 01/2019 → 03/2021
  Purshe Kaplan Sterling Investments
  Albany, NY
• 01/2019 → Present
  Cypress Wealth Service Llc
  Palm Desert, CA
• 03/2021 → Present
  M.S. Howells & Co
  Scott, AZ

Previous Registrations

• 2009-06-01 → 2019-01-22
  Morgan Stanley
  Indian Wells, CA
  Indian Wells, CA
  Indian Wells, CA
  Palm Desert, CA
• 2009-01-06 → 2009-06-01
  Morgan Stanley & Co. Llc
  Palm Desert, CA
• 1998-09-21 → 2009-01-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Indian Wells, CA
  Indian Wells, CA

Other Businesses

1) JAN 2002; GMK ENTERPRISES, LAQUINTA, CA; NON INVESTMENT RELATED; HOLDING COMPANY FOR FAMILY BUSINESS(ES); OWNER; VISION, STRATEGY, BOOKS AND RECORDS; DEVOTE 5 HRS/MONTH DURING NON MARKET HOURS. 2) JAN 2012; GRAND PRIZE NETWORK, LLC, LAQUINTA, CA; NON INVESTMENT RELATED; MOBILE APPLICATION; MANAGING MEMBER; VISION AND STRATEGY; DEVOTE 5 HRS/MONTH DURING NON MARKET HOURS. 3) JAN 2018; CYPRESS WEALTH SERVICES, LLC, PALM DESERT, CA; INVESTMENT RELATED; FINANCIAL PLANNING AND ASSET MANAGEMENT; MANAGING DIRECTOR AND SENIOR FINANCIAL ADVISOR; DEVOTE 160 HRS/MONTH DURING MARKET HOURS. 4) JAN 2019; INDEPENDENT INSURANCE PROFESSIONAL, PALM DESERT, CA; NON INVESTMENT RELATED; SALES OF INSURANCE; INSURANCE SALES; DEVOTE 5 HRS/MONTH DURING NON MARKET HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-07-24
• S63 Uniform Securities Agent State Law Examination
  1997-10-06

Other Names

• Greg Frech
• Gregory T Frech