Gregory Robert Sheehan

Current Employers

Employment History

• 01/2008 → 09/2025
  Commonwealth Financial Network
  Waltham, MA
• 01/2008 → 09/2025
  The Wealth Transition Collective
  West Springfield, MA
• 09/2025 → Present
  Kestra Advisory Services, Llc
  Holyoke, MA
• 09/2025 → Present
  Kestra Investment Services, Llc
  Holyoke, MA

Previous Registrations

• 2008-02-05 → 2025-09-04
  Commonwealth Financial Network
  West Springfield, MA
  West Springfield, MA
  West Springfield, MA
  Holyoke, MA
• 2005-05-18 → 2008-01-31
  Osaic Institutions, Inc.
  South Hadley, MA

Other Businesses

Name: WTF REALTY, LLC POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/21/2021 ADDRESS: Name: 1632 NORTHAMPTON ST, HOLYOKE MA 01040-1941, United States DESCRIPTION: I'm obligated to keep up the property, pay all taxes and mortgage on the property, maintain the interior and exterior of the property Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/03/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: RVCC NON PROFIT BOARD MEMBER POSITION: Board Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/27/2020 ADDRESS: 130 Industrial Drive, Northampton MA 01060, United States DESCRIPTION: Advise the Executive director as needed. Review budgets, vote on action items Name: THE COLLECTIVE COMPANIES POSITION: Founder NATURE: Coaching, speaking , Leadership Development INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 12/11/2020 ADDRESS: 1 Pheasant Run, South Hadley MA 01075, United States DESCRIPTION: Coach staff, develop Leaders and offer key note speaking engagements for outside organizations. Name: COUNTRY BANK CORPORATOR POSITION: Corporator NATURE: Non Compensated INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/27/2020 ADDRESS: 75 Main Street, Ware MA 01082, United States DESCRIPTION: Vote on proposed changes from the board. Be a good will ambassador for the bank, attend meetings. Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/03/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR

Exams

• S66 Uniform Combined State Law Examination
  2005-05-13
• S63 Uniform Securities Agent State Law Examination
  2001-03-16