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Gregory John Workman

Kelly Financial Services LLC

Braintree, MA

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Current Employers
Kelly Financial Services Llc

10 Forbes Road Ste 130, Braintree, MA 02184 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2021-02-17
  • MA RA
    APPROVED
    Since 2021-02-17

Branch Locations

10 Forbes Rd Ste 130, Braintree, MA 02184 • 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
Nylife Securities Llc Bridgewater MA 11/2018 05/2019
New York Life Insurance Co. Bridgewater MA 11/2018 05/2019
Outfront Media New York NY 09/2015 06/2018
Unemployed Hyde Park MA 06/2018 10/2018
Minnesota Life Insurance Company St Paul MN 06/2019 10/2020
Securian Financial Services Inc. St Paul MN 06/2019 10/2020
Pioneer Financial Group Dedham MA 06/2019 10/2020
Equitable Advisors, Llc New York NY 10/2020 12/2020
Financial Compass Group, Llc Wellesley MA 10/2020 12/2020
Kelly Financial Services Braintree MA 02/2021 Present
Lyft, Inc. San Francisco CA 11/2019 Present
  • 11/2018 → 05/2019
    Nylife Securities Llc
    Bridgewater, MA
  • 11/2018 → 05/2019
    New York Life Insurance Co.
    Bridgewater, MA
  • 09/2015 → 06/2018
    Outfront Media
    New York, NY
  • 06/2018 → 10/2018
    Unemployed
    Hyde Park, MA
  • 06/2019 → 10/2020
    Minnesota Life Insurance Company
    St Paul, MN
  • 06/2019 → 10/2020
    Securian Financial Services Inc.
    St Paul, MN
  • 06/2019 → 10/2020
    Pioneer Financial Group
    Dedham, MA
  • 10/2020 → 12/2020
    Equitable Advisors, Llc
    New York, NY
  • 10/2020 → 12/2020
    Financial Compass Group, Llc
    Wellesley, MA
  • 02/2021 → Present
    Kelly Financial Services
    Braintree, MA
  • 11/2019 → Present
    Lyft, Inc.
    San Francisco, CA
Previous Registrations
  • 2019-08-21 → 2020-10-08
    Securian Financial Services, Inc.
    Dedham, MA
Other Businesses

Lyft, Inc., 185 Berry Street, Suite 5000, San Francisco, CA 94107, Transportation, Rideshare Driver, November 1, 2019, approximately 60 hours per month, average monthly compensation $1,250.00.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-07-20
S63 Uniform Securities Agent State Law Examination 2018-12-14
  • S65 Uniform Investment Adviser Law Examination
    2019-07-20
  • S63 Uniform Securities Agent State Law Examination
    2018-12-14
Other Names
  • Gregory John Workman
  • Gregory J Workman

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