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Current Employers
Wealthcrest Financial Services, Llc

7880 Backlick Road Suite One, Springfield, VA 22150 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2015-03-27
VA RA APPROVED 2015-01-28
  • MD RA
    APPROVED
    Since 2015-03-27
  • VA RA
    APPROVED
    Since 2015-01-28

Branch Locations

7880 Backlick Road Suite One, Springfield, VA 22150 • 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
Grimsley Agency Gaithersbury MD 09/2008 Present
Cambridge Investment Research, Inc. Fairfield IA 01/2015 Present
Wealthcrest Financial Springfield VA 11/2014 Present
  • 09/2008 → Present
    Grimsley Agency
    Gaithersbury, MD
  • 01/2015 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 11/2014 → Present
    Wealthcrest Financial
    Springfield, VA
Previous Registrations
  • 2012-12-13 → 2014-11-13
    Novak Financial Planning Llc
    Bel Air, MD
  • 2010-06-07 → 2010-12-31
    Cadaret, Grant & Co., Inc.
    Bel Air, MD
  • 2009-05-14 → 2010-06-08
    Waddell & Reed
    Owings Mills, MD
Other Businesses

1. GRIMSLEY AGENCY. GAITHERSBURG, MD. STARTED 9/2008 AS CO-OWNER. REAL ESTATE PARTNERSHIP. SPENDS 1 HR/MO, NONE DURING TRADING. 2. INDEPENDENT INSURANCE AGENT, 7880 BACKLICK RD, STE 1, SPRINGFIELD, VA, 1/2015 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 1 HR/WK - 1/TRADING. 3. ETISON LLC, 10280 W USTICK RD, BOISE, ID, 8/2016 AS AFFILIATE MARKETER FOR SOFTWARE COMPANY. NIR - 1 HR/YR - 0/TRADING. 4. WEALTHCREST FINANCIAL SERVICES LLC, 7880 BACKLICK RD, STE 1, SPRINGFIELD, VA, 1/2015 AS ADVISORY REP OF A RIA. INV REL - 10 HR/WK - 1/TRADING. 5. LFL VENTURES LLC, 7880 Backlick Rd STE 1, Springfield VA 22150, United States, 10/01/2021, Single Member LLC, Owner/Partner of a Business Entity, INV REL, 160 HR/MO - 130 HR/MO TRADING 6. LFL QUEST, 3004 Wasatch View Drive, Frederick MD 21704, United States, START DATE 01/2026, Owner, A holding family management company (FMC) Family LLC for my family., NIR, HR/MO 1, HR/MO TRADING 0

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-12-17
  • S66 Uniform Combined State Law Examination
    2008-12-17
Other Names
  • Gregory P Grimsley
  • Gregory Grimsley
  • Gregory P Grimsley
  • Greg Grimsley

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