Gregory Joseph Wisniew

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-02-08
TX	RA	APPROVED	2024-02-08

CA RA
APPROVED

Since 2024-02-08
TX RA
APPROVED

Since 2024-02-08

Branch Locations

San Diego, CA • 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
Lincoln Investment Planning	Wyncote	PA	09/2014	01/2024
Lpl Financial Llc	San Diego	CA	01/2024	Present

09/2014 → 01/2024

Lincoln Investment Planning

Wyncote, PA
01/2024 → Present

Lpl Financial Llc

San Diego, CA

Previous Registrations

2014-09-04 → 2024-02-08

Lincoln Investment

San Diego, CA

San Diego, CA

Woodland Hills, CA

San Diego, CA
2014-09-04 → 2024-02-08

Capital Analysts

San Diego, CA
2001-08-14 → 2014-08-26

Kestra Investment Services, Llc

San Diego, CA

San Diego, CA

Other Businesses

1) 01/18/2024 - Wisniew Financial Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 75% Time spent. 2) 01/18/2024 - Rental Properties - Real Estate Rental - owner - Personal Family Trust - CA 92131, CA 95928, Wy 83001, WY 83025 & CA 92025 - Investment related - 10 Hours per month - Start date: 04/01/2005. 3) 01/18/2024 - Insurance and Settlements - Insurance and Settlements - Selling: Offer life, disability, settlements, fixed annuities, LTC and medicare supplements through Capitas - CA 92131 - Investment related - 10 Hours per month - Start date: 01/01/1999.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	1998-04-03

S66 Uniform Combined State Law Examination

1998-04-03

Designations

View on SEC IAPD