Gregory F Dillon

Current Employers

Employment History

• 09/2012 → Present
  M Holdings Securities, Inc.
  Portland, OR
• 09/2012 → 06/2019
  Atlas Advisory Group, Llc
  Cranford, NJ
• 07/2019 → Present
  Oneteam Financial Llc (D.b.a. For Advisory Business)
  Red Bank, NJ
• 11/2023 → Present
  C2P Capital Advisory Group, Llc Dba Prosperity Capital Advisors
  Westlake, OH

Other Businesses

1) AFEA; 349 Copperfield Blvd NE STE-L #106; Non-Profit; Not Investment Related; President/Teacher/Instructor; President of chapter and teach social security and retirement income seminars/classes; 02/2016; 8 hours per month; 8 hours per month during trading hours. 2) Best Buddies NJ; 70 Church Street, Flemington, NJ 08822; 04/2019; Advisory Board Member; Evaluation, planning, fundraising; Not Investment Related; 6 hours/month; 2 hours/month during business hours; No Compensation. 3) OneTeam Financial, LLC; www.oneteamfinancial.com; 07/01/2019; Registered Representative; General financial services; Investment Related; 200 hours/month; 200 hours/month during business hours; Expense Reimbursements; Profits, Commissions, Referral Fees, Wages/Salary/Tips. 4) Clarity 2 Prosperity; 30400 Detroit Road, Suite 201, Westlake, OH 44145; 02/15/2017; Producer/Mastermind Group member; GA for Fixed Annuity business; Not Investment Related; 5 hours/month; 5 hours/month during business hours; Commissions. 5) NJLTC Marketplace; 1 Bethany Road, Suite 32, Hazlet, NJ 07730; 09/21/2015; Producer; GA for Disability & LTC Individual & Group; Not Investment Related; 5 hours/month; 5 hours/month during business hours; Commissions. 6) Estate Planning Council of Central NJ; 200 Schulz Drive, Suite 400, Red Bank NJ 07701; Networking and Continuing Education; Investment Related; Treasurer; Accounting and check writing for council; 09/2023; 5 hours per month; 0 hours per month during trading hours. 7) PCA - Prosperity Capital Advisors; 30400 Detroit Rd, #201, Westlake OH 44145; RIA; Investment Related; Financial Advisor; Provide clients investment solutions; 1/1/2024; 100 hours per month; 80 hours per month during trading hours. 8) Mr. Dillon is a registered representative of M Holdings Securities, Inc., a registered broker-dealer and member of FINRA conducting business at his registered location. In such capacity, Mr. Dillon sells securities through M Holding Securities, Inc. and receives normal and customary commissions and other types of compensation, for example, mutual fund 12b-1 fees or variable annuity trails. Mr. Dillon spends approximately 10 hours per week on this activity during trading hours. 9) Gregory Dillon is a partner of OneTeam Financial, LLC which is the operating entity for Mr. Dillon's advisory and insurance business. Mr. Dillon spends approximately forty hours per week during trading hours working under this entity. 10) Advisory Board Member of Liberty Bank of New Jersey. Start date: 7.2.2026. Total of approximately 5 hours a month and includes duties of provide guidance, introduce business owners to the bank (non-clients or firm affiliates)

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-11-21

Designations