Gregory John Geryak

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2023-04-18

CA RA
APPROVED

Since 2023-04-18

Branch Locations

Phoenix, AZ • United States

7500 E. Pinnacle Peak Rd Suite A-104, Scottsdale, AZ 85255 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Planmember Securities Corporation	Carpinteria	CA	11/2017	04/2023
One2One Financial Wealth Strategies	Scottsdale	AZ	11/2017	Present
Gregory J. Geryak Insurance Agency Inc.	Phoenix	AZ	02/2011	Present
Next Step Advisors Llc	Tucson	AZ	01/2014	Present
Lpl Financial Llc	Scottsdale	AZ	04/2023	Present

11/2017 → 04/2023

Planmember Securities Corporation

Carpinteria, CA
11/2017 → Present

One2One Financial Wealth Strategies

Scottsdale, AZ
02/2011 → Present

Gregory J. Geryak Insurance Agency Inc.

Phoenix, AZ
01/2014 → Present

Next Step Advisors Llc

Tucson, AZ
04/2023 → Present

Lpl Financial Llc

Scottsdale, AZ

Previous Registrations

2023-04-18 → 2023-05-03

Planmember Securities Corporation

Scottsdale, AZ

Carpinteria, CA

Other Businesses

1) 3/2023 - Greg J. Geryak Insurance Agency, Inc. / Business Entity For Tax/Investment Purposes Only / Not Investment Related / 1346 E Wildwood Dr., Phoenix AZ 85048 / Start date 2/09/2011 - 80 Hrs per month 2) 3/2023 - One2One Wealth Strategies LLC / DBA for LPL Business (entity for LPL business) / Investment Related / At Reported Business Location(s) 3) 3/2023 - Non-Variable Insurance / NEXT STEP ADVISORS LLC / Investment Related / 1346 E Wildwood Dr. Phoenix, AZ 85048 / start date 10/01/2015 4) 02/25/2026 - Next Step Wealth Strategies - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/01/2026 - 160 hours per month/ 8 hours during trading

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-04-13
S63	Uniform Securities Agent State Law Examination	2002-10-15

S65 Uniform Investment Adviser Law Examination

2023-04-13
S63 Uniform Securities Agent State Law Examination

2002-10-15

Other Names

Greg John Geryak

View on SEC IAPD