Gregory Lee Feese

Current Employers

Forum Financial Management, Lp

1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States

Current Registrations

Authority	Category	Status	Date
NV	RA	APPROVED	2026-07-14
TX	RA	APPROVED	2026-07-14

NV RA
APPROVED

Since 2026-07-14
TX RA
APPROVED

Since 2026-07-14

Branch Locations

8235 South Eastern Avenue Suite 160, Las Vegas, NV 89123 • United States

1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States

Pr Wealth Management Group

990 Avenue Of The Cities Suite 4, East Moline, IL 61244 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2021-11-29
TX	RA	APPROVED_RES	2018-04-12
NV	RA	APPROVED	2016-09-09

IL RA
APPROVED

Since 2021-11-29
TX RA
APPROVED_RES

Since 2018-04-12
NV RA
APPROVED

Since 2016-09-09

Branch Locations

8235 S. Eastern Ave Suite 160, Las Vegas, NV 89123 • United States

990 Avenue Of The Cities Suite 4, East Moline, IL 61244 • 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
Cambridge Investment Research, Inc.dBa Legacy Financial	Fairfield	IA	04/2016	09/2017
Pr Wealth Management Group, Inc. Dba Legacy Wealth Mgmt Of Lv	Las Vegas	NV	06/2016	Present
Purshe Kaplan Sterling Investments	Albany	NY	10/2017	09/2024
Forum Financial Management, Lp	Las Vegas	NV	07/2026	Present

04/2016 → 09/2017

Cambridge Investment Research, Inc.dBa Legacy Financial

Fairfield, IA
06/2016 → Present

Pr Wealth Management Group, Inc. Dba Legacy Wealth Mgmt Of Lv

Las Vegas, NV
10/2017 → 09/2024

Purshe Kaplan Sterling Investments

Albany, NY
07/2026 → Present

Forum Financial Management, Lp

Las Vegas, NV

Other Businesses

1.Legacy Wealth Management of Las Vegas, LLC. INVESTMENT RELATED. 8235 S EASTERN AVE SUITE 160 LAS VEGAS NV 89123. DBA OF PR WEALTH MANAGEMENT GROUP INC. OWNER START 12/2014. 32 HOURS/32 DURING TRADING. IAR AND FEE BASED PLANNING DBA OR PR WEALTH MANAGEMENT GROUP. 2. Insurance Agent. Not Investment Related. 8235 S EASTERN AVE SUITE 160 LAS VEGAS NV 89123. Fixed Insurance. Agent. 20 Hrs/Mo; All During Trading Hours. Offering Insurance Products to Clients. 3. Ear Candy Audio, LLC; Not investment-related; 8235 S. Eastern Ave. Suite 160, Las Vegas, NV. 89123; Audio visual design and installation; CEO; 06/2025; 5 hours per month; None during trading hours; Accounting and business management.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-06-07
S63	Uniform Securities Agent State Law Examination	2012-04-10

S65 Uniform Investment Adviser Law Examination

2016-06-07
S63 Uniform Securities Agent State Law Examination

2012-04-10

Other Names

Greg L Feese
Gregory L Feese

View on SEC IAPD