Gregg William George

Current Employers

Employment History

• 04/2015 → Present
  Crescent Grove Advisors, Llc
  Lake Forest, IL
• 07/2024 → Present
  The Leaders Group Inc
  Littleton, CO
• 04/2015 → Present
  Crescent Grove Insurance
  Lake Forest, IL

Previous Registrations

• 2012-06-08 → 2015-05-07
  Bmo Asset Management Corp.
  Chicago, IL
• 2008-07-21 → 2012-06-08
  M&I Investment Management Corp.
  Milwaukee, WI
• 2005-09-16 → 2005-09-16
  M&I Financial Advisors, Inc
  Milwaukee, WI
  Milwaukee, WI
• 1999-05-21 → 2005-08-22
  Goldman Sachs Wealth Services, L.P.
  Lake Forest, IL

Other Businesses

1.) CRESCENT GROVE ADVISORS - 4/24/15 - 100 South Sanders Road, Suite 210, Lake Forest, IL 60045 - IAR, Invt Rel, RA business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) CRESCENT GROVE INSURANCE - 4/24/15 - 100 South Sanders Road, Suite 210, Lake Forest, IL 60045 - Managing Director, Oversee day to day business, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 3.) BARRETT UPTON - 8/1/2023 - 100 South Sanders Road, Suite 210, Lake Forest, IL 60045 - Passive, I sit on a steering committee and provide guidance on the business model, Insurance Business, Not Invt Rel, 10 hrs/mo; 2 hrs/mo (during trading hours).

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-08-22
• S65 Uniform Investment Adviser Law Examination
  1999-02-22