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Theodore Edward Greggis

Private Client Services, LLC

Middletown, CT

Louisville, KY

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Current Employers
Private Client Services, Llc

2225 Lexington Road, Louisville, KY 40206 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2023-10-31
  • CT RA
    APPROVED
    Since 2023-10-31

Branch Locations

Middletown, CT • United States

2225 Lexington Rd, Louisville, KY 40206 • 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
OrganizationCityStateFromTo
Ss&C Technologies Irving TX 07/2010 05/2018
Peak Brokerage Services, Llc Jupiter FL 03/2019 09/2023
Unemployed West Palm Beach FL 05/2018 03/2019
Blackridge Asset Management, Llc Jupiter FL 03/2019 09/2023
Private Client Services Middletown CT 10/2023 Present
  • 07/2010 → 05/2018
    Ss&C Technologies
    Irving, TX
  • 03/2019 → 09/2023
    Peak Brokerage Services, Llc
    Jupiter, FL
  • 05/2018 → 03/2019
    Unemployed
    West Palm Beach, FL
  • 03/2019 → 09/2023
    Blackridge Asset Management, Llc
    Jupiter, FL
  • 10/2023 → Present
    Private Client Services
    Middletown, CT
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-21
S65 Uniform Investment Adviser Law Examination 2004-07-23
S63 Uniform Securities Agent State Law Examination 2000-08-14
  • S66 Uniform Combined State Law Examination
    2019-11-21
  • S65 Uniform Investment Adviser Law Examination
    2004-07-23
  • S63 Uniform Securities Agent State Law Examination
    2000-08-14
Other Names
  • Theodore E Greggis

View on SEC IAPD

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