Michael Allen Gregg

Current Employers

Employment History

• 02/2016 → 01/2017
  Sagepoint Financial, Inc.
  San Francisco, CA
• 02/2016 → 01/2017
  Cullen Financial Advisors
  San Francisco, CA
• 02/2017 → Present
  Lpl Financial, Llc
  San Francisco, CA
• 07/2019 → 07/2026
  Strategic Wealth Advisors Group
  San Francisco, CA
• 06/2026 → Present
  Private Advisor Group, Llc
  Morristown, NJ

Previous Registrations

• 2019-07-11 → 2026-06-26
  Mariner Advisor Network
  San Francisco, CA
• 2016-02-25 → 2017-01-13
  Cullen Financial Advisors
  San Francisco, CA
• 2016-02-16 → 2016-03-08
  Osaic Services, Inc.
  San Francisco, CA
• 2013-06-06 → 2016-02-17
  Pruco Securities, Llc.
  Walnut Creek, CA

Other Businesses

1. 10/03/2017 - Wealth Vision Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start date: 12/1/2017 - 160Hours Per Month/100 Hours During Securities Trading. 2. 12/14/2017 - Terra Administrators, Inc - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 11/21/2017 - 1 Hour Per Month/0 Hours During Securities Trading - Disability. 3. 1/17/2020 - BGA Insurance - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 06/26/2019 - 3 Hours Per Month/0 Hours During Securities Trading. 4. 11/15/2023 - LPL FINANCIAL - Alphasights - Outside/W-2 Employment - Not Investment Related - At Reported Business Location(s) - Start Date 10/20/2023 - 1 hour per month/ 0 hours during trading 5. 05/07/2025 - The Qual Recruiter - Not Investment Related - Other - Market Research - At Reported Business Location(s) - Start Date: 05/14/2025 - 1 Hrs/Mth - 0 Hrs During Trading. 6. 09/22/2025 - Real Estate Rental - Home Based - Inv rel - Start date: 11/15/2025 - 1 Hrs/Mth - 0 Hrs During Trading 7. 06/29/2026 - Private Advisor Group - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - 160 hours per month/ 8 hours during trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 6/2026. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-05-16
• S63 Uniform Securities Agent State Law Examination
  2006-11-20

Designations

Other Names

• Mike Gregg