Cortland Donald Gray

Current Employers

Employment History

• 01/2022 → Present
  Lpl Financial Llc
  San Diego, CA
• 10/2012 → 12/2022
  Dansr Inc
  Champaign, IL
• 01/2022 → Present
  Financial Planning Consultants
  San Diego, CA
• 10/2012 → 01/2022
  Bge Financial Corporation
  Champaign, IL

Previous Registrations

• 2010-07-21 → 2012-10-16
  Wells Fargo Clearing Services, Llc
  La Jolla, CA
  San Diego, CA
  San Diego, CA
• 2008-12-16 → 2010-07-22
  Wells Fargo Investments, Llc
  La Jolla, CA

Other Businesses

1) 02/04/2022 - Financial Planning Counselors - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 02/04/2022 - Real Estate Rental - Owner - Cave Creek, AZ - Start: 2014 3) 02/05/2025 - FINANCIAL PLANNING CONSULTANTS - Investment Related - Registered Investment Advisor - At Reported Business Location(s) - Start Date:02/21/2023 - 5 Hrs/Mth - 0 Hrs During Trading.I provide financial planning and consulting services through FINANCIAL PLANNING CONSULTANTS, an independent investment advisor firm.  I started this business activity in 2/2023. I expect to spend approximately 5 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 advisory firm is separate from and independent of LPL Financial. 4) 01/05/2026 - Shelter Island Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/15/2025 - 5 hours per month/ 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2022-03-14

Designations

Other Names

• Cory Gray
• Cortland Donald Gray
• Cortland Donald Gray