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Gregory Alexander Gorski

Owl And Ore Wealth Planning

Pleasant Hill, CA

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Current Employers
Owl And Ore Wealth Planning

3478 Buskirk Ave #1000, Pleasant Hill, CA 94523 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-02-24
CA RA APPROVED 2016-06-09
  • TX RA
    APPROVED_RES
    Since 2020-02-24
  • CA RA
    APPROVED
    Since 2016-06-09

Branch Locations

3478 Buskirk Ave #1000, Pleasant Hill, CA 94523 • 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
Owl & Ore Wealth Planning Pleasant Hill CA 06/2016 Present
  • 06/2016 → Present
    Owl & Ore Wealth Planning
    Pleasant Hill, CA
Previous Registrations
  • 2014-09-03 → 2016-06-09
    First Allied Advisory Services, Inc.
    San Diego, CA
    Walnut Creek, CA
  • 2011-01-06 → 2014-09-12
    Lpl Financial Llc
    Walnut Creek, CA
  • 2009-02-09 → 2011-01-06
    Securian Financial Services, Inc.
    San Mateo, CA
  • 2008-04-04 → 2009-02-04
    Msi Financial Services, Inc.
    Walnut Creek, CA
  • 2007-02-12 → 2008-03-28
    Ameriprise Financial Services, Llc
    Walnut Creek, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-02-09
  • S66 Uniform Combined State Law Examination
    2007-02-09
Designations

View on SEC IAPD

Other Firms

KESTRA ADVISORY SERVICES, LLC
MML INVESTORS SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
LPL ENTERPRISE, LLC
J.P. MORGAN SECURITIES LLC
WAGNER LOFTIN INVESTMENT SERVICES LLC
500 KIMCHI MANAGEMENT COMPANY LLC

Other Investors

FRANK JOSEPH EVANGELIST
DANIEL ALAN GARFIN
JOHN ANDREW HOHMAN
RAYMOND KEITH ADAIR
ANDREW J THIERMANN
Woojin Shin
STEVEN RICHARD SEROTTE
Nityesh Arumugam

Other Offices

KESTRA ADVISORY SERVICES, LLC · Pleasant Hill, CA
MML INVESTORS SERVICES, LLC · PLEASANT HILL, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PLEASANT HILL, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Pleasant Hill, CA
AMERIPRISE FINANCIAL SERVICES, LLC · PLEASANT HILL, CA
LPL ENTERPRISE, LLC · PLEASANT HILL, CA
J.P. MORGAN SECURITIES LLC · PLEASANT HILL, CA
WAGNER LOFTIN INVESTMENT SERVICES LLC · PLEASANT HILL, CA

More in Pleasant Hill, CA

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